[intro] When you have completed this Guide, you will have opened a Zapier account and learned how to configure ‘zaps’ which will help you streamline your workflow. If you’d like to be part of our Zapier beta testing group, please follow the steps below to set up your Zapier account and then submit a ticket to the Customer Support Team using the details in the footer of this Guide.  [/intro]

[warning] This is not a beginner level Guide, and to use Zapier you will need to have a reasonable level of understanding to allow you to create zaps. This is an ideal Guide for shops that are already well established where you have spent a significant amount of time learning about the different ways you can link different platforms together. [/warning]

Zapier is a very useful platform which can help you by reducing your workload. You can use it to create actions which are launched from a primary trigger, called a ‘zap’. You can use zaps to complete actions such as:

  • Post links to your EKM online shop Product Pages on your social media profiles;
  • Automatically send emails to new customers;
  • Send a text when an order status is updated;
  • Send a text when a new order comes in;
  • Send new orders to a number of accounting packages including Xero and Quickbooks;
  • Automatically send a card to new customers thanking them for their custom;
  • Add new customers to various CRM (Customer Relationship Management) systems, including Salesforce & Zoho;
  • And lots, lots more!

Creating your Zapier Account

1. Click this link to open a Zapier account. If you have a Google Account, click the blue button to log in with your Google account details, or alternatively click the Sign Up link on the bottom right-hand side of the page:

2. You’ll then see this page. Click the Accept Invite button:

3. This will then display the Zapier dashboard:

4. Click Apps at the top of the page:

5. In the search bar on the top left-hand side, type in 'EKM' and select the app when it appears:

6. Click the blue button:

7. Click the orange button again:

8. Click My Apps:

9. Type EKM into the search bar and select the EKM app from the drop-down:

10. You'll then see a pop-up window appear for you to log into your EKM online shop. Log in with your usual details:

11. You then need to give Zapier permission to link with your EKM online shop by clicking the green Allow button:

12. Your next step is to click the Test button:

13. When the integration is marked as successful you can then begin to create zaps: 

14. We've created the following Guides to help you create your first few zaps, but feel free to experiment with integrations on the Zapier platform:

[more]

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[contact] If you need our help with your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm on the weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions board. If you have a non-account specific question ask the EKM Team, join us in EKM Community.  [/contact]