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Zapier Integration

Zapier Integration

Zapier makes it easy for various web apps you're using to pass data to each other automatically. You can use Zapier to automate certain Cin7 Core activities through so-called Zaps, as the sets of triggers and actions that are defined within Zapier are called. In the context of Zapier, triggers mark the start of a Zap, and actions are the events that occur after triggers are started. For example, you can have Cin7 Core's New Customer/Updated Customer trigger perform an action that adds a New Customer to a MailChimp mailing list.

Zaps can only have one trigger, but may have one or more actions. For example, a Zap may be triggered in Cin7 Core, the resulting data sent to a third-party application, then some other info can be sent back to Cin7 Core. Zaps can also be triggered from a third-party application, which then leads to an action that updates Cin7 Core.

Actions can be any of three types: app actions and search actions. App actions are actions performed by an app while app searches are used to look up information that can then be used in another action. In this article, we refer to app actions and app searches as just actionsand searches, respectively.

For more information on Zapier, you may want to check out their comprehensive help documentation at https://zapier.com/help/. The following link may be particularly helpful when creating Zaps: https://zapier.com/help/creating-zap/.

Prerequisites

  • Purchase Cin7 Core API and Automations Module (required)

  • A registered Zapier account. On the Zapier Apps page, you can find Cin7 Core here.

  • Users will need the Settings: Cin7 Core API Setup permission to generate API keys from Cin7 Core.

 


Cin7 Core API Integration

To start using Zapier with Cin7 Core, you need to generate an API channel in Cin7 Core.

  1. In Cin7 Core, go to Integrations → API.

  2. On the API Integration page, click the + icon on the top right, enter a name for the API (for easy identification, you might want to use Zapier as the API name), and click Create button to generate an API channel.
         

  3. Cin7 Core then creates the API account ID and key under the Setup tab of the API Integration page. You will need both pieces of information to connect Cin7 Core to Zapier.
         

  4. Click Save.

Creating Zaps

There are two ways to set up Zaps in Zapier:

  • Set up a Cin7 Core trigger, then set up an action for a third-party app

  • Set up a trigger in a third-party app, then set up an action in Cin7 Core

Cin7 Core to Third-Party App

As an example, we will set up a Zap that is triggered when customers are created in Cin7 Core, then subscribes the new customer to a mailing list in MailChimp.

Set up the trigger:

  1. In Zapier, click the Make a Zap! button.

  2. Enter a name for the Zap.

  3. Select or search for Cin7 Core from the list of apps.

  4. Select the Cin7 Core trigger type from the dropdown list. For example, New Customer / Updated Customer, which will be triggered when customers are created or updated.
         

  5. Click Continue.

  6. On the next page, click Sign in to Cin7 Core.

  7. In the sign in window, enter the Account ID and API Key that you generated in Cin7 Core API Integration, then click Continue.

  8. Customise the Customer value - we select New customers.
         

  9. On the next page, click either Test Triggerto test your Zap is pulling in the right data or Skip this step to skip the test.

Set up an action:

  1. Select or search for MailChimp from the list of apps.

  2. Select a MailChimp action from the list. For example, Add / Update Subscriber, which adds a subscriber to a MailChimp mailing list.
         

  3. Click Continue.

  4. On the next page, click Sign in to MailChimp.

  5. Enter your MailChimp account name and password, then log on to your MailChimp account, then click Continue.

  6. Back in Zapier, set up the template for the action by selecting the MailChimp mailing list to which you want the add the new customer. You will also need to select the new customer's email address from Cin7 Core, which should already have been retrieved because of the trigger you set up earlier.

  7. Click Continue.

  8. On the next page, you may either test the zap or skip the test altogether.

  9. Click Finish.

  10. Turn on the Zap.

Third-Party App to Cin7 Core

As another example, we will set up a Zap that is triggered when a new row is added to a spreadsheet in Google Sheets, then inserts the row as a new customer in Cin7 Core.

Set up a Trigger:

  1. In Zapier, click the Make a Zap! button.

  2. Enter a name for the Zap.

  3. Select or search for Google Sheets from the list of third-party apps.

  4. Select a trigger type from the list. For this example, we will select New or Updated Spreadsheet Row, which is triggered when a new row is added or modified in a spreadsheet.

  5. Click Continue.

  6. On the next page, sign in to your google account then click Allow to connect Zapier with your Google account. If you're already logged on to your Google account, just select the account, then click Allow on the next page.

  7. Back in Zapier, set up the template for the trigger by selecting the spreadsheet and worksheet from where data will be taken and push to Cin7 Core. Optionally, you can select a trigger column, which means that only changes in this particular column will trigger the zap and push information to Cin7 Core.
         

  8. Click Continue.

  9. On the next page, Zapier will connect to Google Sheets and select sample spreadsheets from your account to test. Select a sample spreadsheet from the list, then click Continue.

 

Set up an Action

  1. Select Cin7 Core.

  2. Select the type of action, then click Continue. For this example, we will select Create Customer, which will create a new customer in Cin7 Core.
         

  3. Click Continue.

  4. Next, choose your Cin7 Core account and Continue.

  5. Enter the Account ID and API Key that you generated in Cin7 Core API Integration, then click Yes, Continue.

  6. Map the spreadsheet information to the Cin7 Core customer fields.

  7. Click Continue.

  8. On the next page, you may either test the zap or skip the test altogether.

  9. Click Finish.

  10. Turn on the Zap.

List of Triggers, Actions, and Searches in Cin7 Core

For your reference, a list of Cin7 Core triggers, actions, and searches that you can use in your Zaps are shown in the table below.

If you wish to access ALL the available endpoint fields, you will need to add a second step in the Zap — Find a Sale. Once you add that step, you can access all available sale data.

NO.      

TYPE            

NAME                                                               

DESCRIPTION                                                                                                                                      

1      

Trigger            

New Customer/Updated Customer                                                               

Triggers when customers are created or updated                                                                                                                                      

2      

Trigger            

New Supplier/Updated Supplier                                                               

Triggers when suppliers are created or updated                                                                                                                                      

3      

Trigger            

Sale Status Change                                                               

Triggers when a Sales status is changed                                                                                                                                      

4      

Trigger            

Stock Level Update                                                               

Triggers when a change is made to product availability                                                                                                                                      

5      

Trigger            

Sales Fulfillment Update                                                               

Triggers when a sale's fulfillment status is updated                                                                                                                                      

6      

Trigger            

New Payment                                                               

Triggers when a payment is added to a sale                                                                                                                                      

7      

Trigger            

Sale Additional Info Added                                                               

Triggers when additional information is added to a sale                                                                                                                                      

8      

Trigger            

Sale Invoice Authorized                                                               

Triggers when a sales invoice is authorized                                                                                                                                      

9      

Trigger            

Sale Shipment Tracking Number Changed                                                               

Triggers when a sale's shipment tracking number changed                                                                                                                                      

10      

Trigger            

Sale Attachment Added                                                               

Triggers when an attachment is added to a sale                                                                                                                                      

11      

Trigger            

Sale Credit Note Authorized                                                               

Triggers when suppliers are created or updated                                                                                                                                      

12      

Trigger            

Sale Voided/Undone                                                               

Triggers when a sale is voided or undone                                                                                                                                      

13      

Action            

Create Customer                                                               

Creates a customer                                                                                                                                      

14      

Action            

Create Product                                                               

Creates a product                                                                                                                                      

15      

Action            

Create Sale                                                               

Creates a sale                                                                                                                                      

16     

Action            

Create Stock Adjustment                                                               

Creates a stock adjustment                                                                                                                                      

17      

Action            

Create Supplier                                                               

Creates a supplier                                                                                                                                      

18      

Action            

Add Sale Attachment                                                               

Adds attachment to Sale                                                                                                                                      

19      

Action            

Add Sale Pack                                                               

Adds pack to Sale                                                                                                                                      

20      

Action            

Add Sale Payment                                                               

Adds payment to Sale                                                                                                                                      

21      

Action            

Add Sale Shipment                                                               

Adds shipment to Sale                                                                                                                                      

22      

Action            

Update Customer                                                               

Updates a Customer                                                                                                                                      

23      

Action            

Update Sale                                                               

Updates a Sale                                                                                                                                      

24      

Action            

Update Supplier                                                               

Updates a Supplier                                                                                                                                      

25      

Search            

Find a Customer                                                               

Search for Customer by name                                                                                                                                      

26      

Search            

Find an Assembly                                                               

Search for Assembly by Status, Sale ID, or other fields                                                                                                                                      

27      

Search            

Find a Sale Payment                                                               

Search for sale payments by Sale ID, Order No., Invoice No., or Credit Note No.                                                                                                                                      

28      

Search            

Find a Product                                                               

Search for product name or SKU                                                                                                                                      

29      

Search            

Find a Sale                                                               

Search for sale by ID                                                                                                                                      

30      

Search            

Find a Sale Extended                                                               

Search for sale by Order No., Status, Customer, Invoice No., Customer Reference No., or Credit Note No.                                                                                                                                      

31      

Search            

Find Product Availability                                                               

Search for product availability                                                                                                                                      

32      

Search            

Find a Sale Fulfillment                                                               

Search for sales fulfillment by ID                                                                                                                                      

33      

Search            

Find a Sale Credit Note                                                               

Search for a sales credit note by ID                                                                                                                                      

34      

Search            

Find a Sale Invoice                                                               

Search for a sales invoice by ID                                                                                                                                      

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