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Payments through Zapier Integration

Payments through Zapier Integration

 Zapier Payment Processing Services found here:  https://zapier.com/zapbook/#sort=popular&filter=payment-processing 

Zapier eCommerce Services are found here:  https://zapier.com/zapbook/chargify/#sort=popular&filter=ecommerce

 

Make a New Zap

make_zap.png

There are two parts to a zap.  The first part is the trigger and the second part is the action.  

First Part - Trigger

  • From the Zaps tab, select Make a New Zap.
  • Now select the Trigger Service from the drop list.
  • Now select the Trigger. 

The below image shows IC as the Trigger Service and the payment processor options as receiving action services.

ic_to_payment.png

or Payment Processor as a trigger service and Instant Customer as the receiving action service. 

payment_to_ic.png 

 

In this example:

Trigger Service = Instant Customer

Trigger = New Subscriber Added 

 ic_zoho.png 

 

Second Part - Action

  1. Now select the Action Service
  2. Then select the Action
  3. In this example:

Action Service = Select Payment Processor (In this example Zoho)

Action = Create Invoice 

 

Whenever a new subscriber is added to Instant Customer an invoice is created in Zoho.

ic_zoho.png

 

Continue to follow the prompts on the screen, making sure you test accounts, select fields, enable live preview and load sample data.

Once you've made a Zap, it  runs automatically without any additional effort on your part.

 

 

 

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