# 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.*

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***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.***
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<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2Fn0kfkP9Et5m9cXCnstkF%2Fimage.png?alt=media&#x26;token=6e1ab9cd-60b9-4f35-85a0-97aab326cab1" 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="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FkVghSUFp7ogUkK43wdSL%2Fimage.png?alt=media&#x26;token=38d58970-5160-4cf8-8114-a5062c3f8647" 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="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FnB5Kf6HXYGJGjBRnp5Ts%2Fimage.png?alt=media&#x26;token=2843c998-f2ab-42f8-9fc4-96c5e52faf7e" alt=""><figcaption></figcaption></figure>

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<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FK6FgH1kN5DUw3JOGURux%2Fimage.png?alt=media&#x26;token=e89d7c54-52c4-461e-b0ad-dcfc5d0bf9fe" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FqYNJk9kHrVVe2LmeWAQm%2Fimage.png?alt=media&#x26;token=66cbf62d-e2d3-4b26-b802-8e3e71fb6a0d" 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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