Zapier allows you to connect QuickBooks Commerce with other web services in order to create automated workflows to simplify and empower your business processes.
Using Zapier, you're able to connect QuickBooks Commerce with software platforms such as Shopify, Slack, and Google Sheets. Plus many, many more!
You can see a list of our suggested Zapier integrations here.
For the purposes of this article, we'll guide you through automating a process with MailChimp, so when a new contact is created on QuickBooks Commerce, Zapier will automate a workflow that adds the contact email address to a specified MailChimp list. Handy eh!
Connecting QuickBooks Commerce with Zapier
Let's get started!
To connect your QuickBooks Commerce account to Zapier, navigate to the QuickBooks Commerce App store by clicking the Browse Apps option on the lower left side, scrolling down to the Zapier app click to view the app's detail screen.
When you're ready to proceed, click the Install App option.
You'll be directed to Zapier, where you'll need to log in to your account. Once done, click the Integrations option from the top menu choices.
The integrations page features a searchable directory of all the services that Zapier is able to communicate with. To start, use the search tool to locate QuickBooks Commerce.
After clicking the QuickBooks Commerce option, a list of popular, preconfigured Zaps (automated workflows) will be displayed.
Using these options, you can connect QuickBooks Commerce with multiple software services to quickly begin automating processes without the need to manually create your own Zaps.
From the Popular Ways to connect QuickBooks Commerce area, we'll select the Subscribe new QuickBooks Commerce contacts to a MailChimp list option to start building the Zap.
You'll be forwarded to Zap's template page, which is used to guide you through the process of selecting a QuickBooks Commerce trigger and a MailChimp action. Key in your credentials.
For this example, you'll need an active QuickBooks Commerce and MailChimp account.
Zaps are constructed of multiple triggers and actions. This example uses the QuickBooks Commerce trigger; when a new contact is created, to trigger an action in MailChimp. Click continue to progress through the setup.
During the next step, you'll need to either connect your QuickBooks Commerce account or select from your pre-existing connected accounts.
To ensure everything is OK with the QuickBooks Commerce <> Zapier connection, a test will be performed to ensure data can be pulled from one platform to another. Follow the steps detailed on the page to use sample data from your QuickBooks Commerce account.
That's it, onto the Action:
This example will create a new MailChimp subscriber using the data pulled from QuickBooks Commerce. Click continue to progress.
Again, you'll need to either connect your MailChimp account or select from your pre-existing connected accounts.
Log in to your Mailchimp account and authorize the connection by clicking 'Allow'.
Next, it's time to configure the MailChimp template:
Select the required MailChimp list.
There's no need to edit the Subscriber email as it's already a configured field using the sample data used in the previous QuickBooks Commerce trigger setup.
Run a quick Test and Continue.
After a quick test, you're all done and ready to turn on your Zap!
When you return to the Zapier dashboard, you will see it updated. ⚡️
Creating Custom QuickBooks Commerce Zaps
There may be times where you need to create a Zap to build an automation that more closely suits your needs.
QuickBooks Commerce has built several Tiggers, Actions, and Searches that can be utilized when creating custom Zaps.
Triggers are used by Zapier to initiate a workflow. The following events within QuickBooks Commerce will trigger Zapier to perform an action (in the previous example, we added an email address to a MailChimp list as the action):
- New Company
- New Order
- New Invoice
- New Address
- New Fulfillment
- New Contact
- Order Fulfilled
Actions can be used when you need to create data within your QuickBooks Commerce account. We support the following actions:
- Create Address
- Create Order
- Create Company
- Create Contact
Searches are used to look up existing data within your QuickBooks Commerce account. There may be times when you need to find and send data from QuickBooks Commerce to another service. QuickBooks Commerce's searches allow you to find contact details or find a company address.
If you'd like more details on building custom Zaps our friends at Zapier have an excellent guide to help guide you through the process here.
We can't wait to see what you create! Happy Zapping!