Getting started with Zapier

Zapier is a web automation app that allows you to automate parts of your business or life. With over 700 apps it allows you to connect your Selz account with a wide range of other services.

Getting started

To get started you’ll first need to create a Zapier account.

Zaps

Zapier is based around Zaps. A Zap is a blueprint for a task you want to do over and over. A Zap looks like this: “When I get a new thing in Selz, do this other thing in X.” The first part is the Trigger and the second part is the Action.

Zapier supports hundreds of apps so you can mix and match triggers and actions to automate just about anything.

Zap templates

Zap templates are ready-made Zaps that require little or no configuration. We have released a bunch of Zap templates and will continue to add more and more. You’ll be able to find them here.

Create a zap

To get started first think about which app you wish to be the Trigger and which app to be the Action. 

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  1. Set Trigger: Click the Create a new Zap button. In the Trigger  drop-down, and choose a trigger using the additional dropdown – for example, New Order
  2. Set Action: In the Action Service drop-down, choose a service to perform the Action data to. In the Action drop-down, choose your desired action and click Continue.

In some cases you may wish to have Selz as the Trigger e.g. New Order, in other cases, you may wish to have Selz as the Action e.g. New Customer.

Triggers

Our existing Triggers are listed below, but we’ll be adding new triggers all of the time:

New Order

Triggers when an order has been processed. This includes both paid and free orders. If you want to pass all products simply leave it blank if you wish to pass a specific product choose it from the dropdown.

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Actions

Our existing Actions are listed below, but we’ll be adding new actions all of the time:

Create Customer

Creates a new customer within Selz

Find Customer

Finds an existing customer or creates a new customer within Selz if no matches are found.

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Fields

Depending on the apps selected you will also need to choose some fields that are passed from app to app, in most cases these are optional in others they are required. For example, if you wanted to create a New Customer in Selz you will be required to select Email, First Name, and Last Name fields. This will ensure the correct data is passed from app to app.

Test

When choosing a Trigger or Action app you will need to sign into your account for that app. As part of the process, Zapier will test that it can connect to the service with the details provided.

Once you’ve chosen your Trigger or Action, Zapier will also test that it can perform the selected Trigger or Action to make sure everything will work. Pretty neat.

Turn on

Once Zapier is happy that the Zap will work you can turn it on and give it a name. You’re now ready to sit back and enjoy all the automagic happen and get back to running your business.

 

 

 

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