Have you been wanting to take your Selz store to the next level of automation, organization, and hands-off selling? We’ve integrated with our friends over at Zapier to make that 100% possible.
We’re talking about connecting your Selz store to apps like Slack, Google Sheets, Gmail, Trello, MailChimp, MadMimi, Xero, Ship Station, just to name a few.
Zapier makes app connections easy in 3 simple steps:
- Integrate: Link your web apps with a few clicks, so they can share data
- Automate: Pass info between your apps with workflows called Zaps
- Innovate: Build processes faster and get more done—no code required
If you want your Selz store to talk to other apps and pass on customer information, Zapier is your key.
Here’s how to get started:
To get started you’ll first need to create a Zapier account.
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 are ready made Zaps that require little or no configuration. We’ll be releasing our Zap templates over the next few weeks and adding more and more. You’ll be able to find them here.
Create a zap
To get started first think which app you wish to be the Trigger and which app to be the Action.
- Set Trigger: Click the Create a new Zap button. In the Trigger dropdown, and choose a trigger using the additional dropdown – for example, New Order
- Set Action: In the Action Service dropdown, choose a service perform the Action data to. In the Action dropdown, 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.
Our existing Triggers are listed below, but we’ll be adding new triggers all of the time:
Triggers when an order’s 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.
Our existing Actions are listed below, but we’ll be adding new actions all of the time:
Creates a new customer within Selz
Finds an existing customers or creates a new customer within Selz if no matches are found.
Depending upon 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.
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.
Once Zapier is happy that 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.
Once you have marked your order has shipped within ShipStation you’ll need to mark your order has shipped within Selz. We’ll also be automating this process very soon.
Ready to get started? We can’t wait to see what apps you connect with. If you have any questions, just reach out to email@example.com, or if you need special instructions on Zapier, their support is top-notch! You can reach them at https://zapier.com/help/.