How to set up "Zapier integration"?

Add Payfunnels with Zapier and set your actions on triggers.


  • You can connect your Payfunnels accounts with Zapier and create the required zaps with just a few simple steps.
  • Login to your Payfunnels account. Go to the Integration section and click on the Generate button. Below is the screenshot.

  • Now you will get a Zapier's id and a Zapier's API key to connect your Payfunnels account with Zapier.

  • Now, go to https://zapier.com/ login/signup page and sign up or log in to your Zapier account and create a new zap by clicking on the Make a Zap button.

  • Click on the Trigger to get started.

  • Choose Payfunnels from the App list.

  • Then, select appropriate trigger events from the dropdown. Let's choose Invoice Created here in this example.

  • Currently, we've below Triggers and Actions in Zapier.:

Actions:

    • Cancel a subscription
    • Refund a payment
    • List payments
    • List subscriptions

Triggers:

    • Invoice created
    • Invoice updated
    • Invoice deleted
    • Payment successful
    • Payment failed
    • First recurring payment

  • Now, sign in to your Payfunnels account by clicking on the Sign in button. Below is the screenshot.

  • You will get a popup asking for your Zapier Id and API key. Please enter the information from the Zapier section in Payfunnels. Click on Yes, Continue.

  • Next, test your trigger to ensure your setup is correct. Click on the Test trigger.

  • You'll receive a successful response, and your trigger is done.
  • Next, add the action step according to your preferences. Click on the Actions tab and choose Google sheet from the App list.

  • Then, choose action event according to your needs, login and connect your Google account. Click Continue for the next step.

  • Now on the next step, choose your Drive, then spreadsheet in which you want to send the new invoice data, then choose worksheet, column name, index and click continue.

  • In the end, test the response. After successful test, publish the Zap and you're done.

Email us at support@payfunnels.com if you have any questions.