# Zapier

**The purpose of this document is to walk clients through setting up 3rd party software with Konnektive through Zapier.**

*This document assumes you already have an account with Zapier and already know which apps on Zapier you want to work with.*

{% hint style="info" %}
***You will need to create an API user inside of Konnektive CRM with AWS listed as the IP Whitelist. Be sure to grant access to the necessary endpoints.***
{% endhint %}

<figure><img src="/files/m0cidtL8jNF7uamiG5B2" alt=""><figcaption></figcaption></figure>

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### **Zapier is connected to the Konnektive API and can pull 2 different data types which are Orders and Transactions.** <a href="#zapier-is-connected-to-the-konnektive-api-and-can-pull-2-different-data-types-which-are-orders-and-t" id="zapier-is-connected-to-the-konnektive-api-and-can-pull-2-different-data-types-which-are-orders-and-t"></a>

### Set Up Your App to Work with **Konnektive** on **Zapier** <a href="#set-up-your-app-to-work-with-konnektive-on-zapier" id="set-up-your-app-to-work-with-konnektive-on-zapier"></a>

**Step 1-** In the Left hand navigation panel of **Konnektive CRM**, *select* **Admin**, and from the drop down *select* **Plugins**.

**Zapier** is located in 4 categories, **Accounting, Affiliate systems, Chargeback Management and Data Sources**.

<figure><img src="/files/Rt0eZjR86uwBS7YMrzXz" alt=""><figcaption></figcaption></figure>

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**Step 2-** Once you find **Zapier**, *click* on the image to reveal the **"Activate"** button, which will take you to **Zapier's Konnektive App** to create a **"Zap"**.

You can also choose **"Visit website"** to learn more about **Zapier** and the apps on their platform.

**Step 3-** *Click* **"Create this Zap"**. Then, you will choose your Trigger. The **Konnektive App** only has *2 Triggers*, **Transactions and Orders**.

Based off what type of data you want to see, choose accordingly. Once you choose, *click* **Continue**.

<figure><img src="/files/jPvRGjZL6kG2iKj5KdUn" alt=""><figcaption></figcaption></figure>

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<figure><img src="/files/V5CwexZsLyvRzuHgjY2K" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/0wr1TtnRye3z47Ydx0Ks" alt=""><figcaption></figcaption></figure>

**Step 4-** The next page will bring up the login page, you will need a **Konnektive Account** to log into the **Konnektive App**, this login is the same login you would use to log into **Konnektive CRM** site.

Click **'+ Connect an Account'**, enter your credentials, and *click* **Save and Continue**.

*NOTE: You will need an API user inside of **Konnektive CRM** to use to login to **Zapier's Konnektive App**.*

**Step 5-** The next page is where "*step 3*" becomes important. Based on which trigger you chose, it will bring up a dialog box named **Order Type or Transaction Type** (*these two fields are required*).

If you chose the **Order Trigger** you will have 3 order types to choose from:

***New Sale**- which triggers when a new sale comes through Konnektive*

***Cancelled Orders**- which triggers when an order is cancelled in Konnektive*

***New Leads**- which triggers when a Lead comes through on Konnektive*

**Step 6-** If you chose **Transactions Trigger**, you will only 2 transaction types to choose from:

* ***Declines**- which triggers when a transaction is declined in Konnektive.*
* ***Refunds**- which is triggered when a transaction is refunded in Konnektive.*

**Step 7-** The last page lets you test your credentials to make sure everything is set up correctly. You should get a **Test Successful Status** and you will also be able to view data if you *click* **View Transactions or Orders**.

If for some reason your test is unsuccessful start over and follow **Steps 1-5**.

*Keep in mind you must have a recent **Transaction or Order** from **Konnektive CRM**.*

**Step 8-** The final step is to set up your **Actions**, which is where you would set up your *3rd party app* to receive information from **Konnektive**.

### Set Up a Konnektive Action <a href="#set-up-a-konnektive-action" id="set-up-a-konnektive-action"></a>

1\) Find the **Konnektive App** through the search bar.

2\) Choose your **Action**, there are *(5)* to choose from:

**Create New Sales, Create Leads, Update Fulfillments, Cancel Orders, and Update Customers.**

3\) From there you will **Map** the given fields from your **Trigger** to the fields that are from **Konnektive**.

4\) **Test** the functionality and if successful **Name your Zap** and turn your **Zap (ON)**.

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# Agent Instructions: Querying This Documentation

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```
GET https://help.konnektive.com/konnektive-crm/admin-setup/plugins/data-sources/zapier.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.