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.