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Using The Zapier App

Zapier is a tool that allows you to connect SPP to more than 500 other web apps without writing code.

Note: Since May 2018 we have a new Zapier app that’s going to be the primary app going forward. You can continue using the legacy app, or replace it with the new one to get the latest features. All triggers from our old app are compatible with the new one.

Our Zapier app features these triggers:

  • New Account – called when a user signs up or is signed up automatically.
  • New Order – called for each order when a user pays an invoice or places and order through an order form.
  • New Order Data – called when user submits a data form.
  • Order Status Changed – called when order’s status changes.

That means you can have SPP pass information to another service any time one of those things happens.

There are also two actions you can call in SPP when something happens in another app:

  • Create Order – call this from another app to create an order in SPP.
  • Post Message – send a message to client or team inside an order.

To set up the integration you’ll first need to enable the Zapier module in SPP. In its settings you’ll see your SPP account url and API key which you’ll need later.

Because our app is not public yet you’ll need to click the button and accept an invitation on the next page. Now you’ll be able to choose SPP when creating a Zap.

The first time you do this you’ll be asked to connect your SPP account.

Connect Your SPP

This is where you’ll need to enter your API key and account url (with https:// and without / at the end).

You will only need to do this step once. From here you can follow the instructions on screen to choose what happens when your Zap is triggered.

That is it, really. If you have any questions or a more complex use case don’t hesitate to contact us.

Example Zap: Add New Orders to Different Trello Boards

We’ll start by adding a trigger for new orders like so:

If different services need to go to a different Trello board you can add a Filter step to your Zap:

Configure your filter to continue only if a certain service ID was purchased:

You can find the ID of your service from the URL when editing it in SPP. For example, here the service id is 1: https://username.spp.io/services/service/1

Alternatively you can filter by service name, however you will need to update your Zap if the name ever changes.

Finally you can set up an action to add a new card in your board:

Repeat these steps for other boards changing the filter settings.

To test your Zap you have a few options:

  • Create a new invoice and mark it as paid (this will add orders to the system)
  • Create a free service and purchase it from your account
  • Turn off live payments and place a test order

Example Zap: Add Project Data to a Google Sheet

With this Zap any time a client submits your data form you can add a new row in your Google Sheet. To get started first choose the New Order Data trigger:

If you’re using the spreadsheet field in your data form you can have a new row added for each spreadsheet row the client provides. Choose the Create Spreadsheet Row(s) action in Google Docs. Otherwise choose the single Create Spreadsheet Row action.

In the next step you can choose which data goes where in your spreadsheet. SPP gives you not only the submitted data but also the client’s details as well as order information. Use the provided values to fill the columns of your sheet.

Once enabled you can test this Zap in SPP. Either place a test order for a service that has a data form assigned to it, or add an order manually and sign in as client to submit the data form.

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