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Zapier “Zap” integration with GatherUp

This UserGuide post shows you how to use Zapier and how to create a “Zap” in order to automatically pass customer information into GatherUp.


More examples can be found here: https://zapier.com/help/GatherUp/


Introduction:

Many customers have asked us for an efficient and easy way to import customers from other web services and online apps. Until now, you had to manually export your customers and import them into GatherUp, or you could build your own integration with our API.

Zapier was created to automate those type of tasks between online apps without the need of development teams and coding knowledge.

Quick Setup List

  1. Create a Zapier Account and a GatherUp Account (if you don’t have one yet)
  2. Create a Zap with your favorite Web App and GatherUp
  3. Turn your Zap on.
  4. Switch your GatherUp communication method to “Automatic”
  5. That’s it!

Step-by-Step Guide

The following example will create a new customer in GatherUp and sends out a feedback request email whenever a new invoice gets created in Quickbooks. You can of course choose a different Web App and you can set a different trigger other than invoice created.

Before you start:

Look under “Account -> Account Owner Details” to get your ClientID and PrivateKey needed for selected REST API calls..

– The API and Client Key is the same for all businesses in your GatherUp account.

  1. Log into Zapier and click on “Make a New Zap”

    zapier-make-a-zap

  2. Choose your “Zapier Trigger App”. We are using Quickbooks as an example.

    choose-zapier-trigger-app

  3. Choose what your trigger should be. For example whenever a “New Invoice” gets created.

    select-your-trigger

  4. Follow the onscreen instructions. The final screen should show “Test Successful”.

    testing-zapier-connection

  5. Choose an “Action App” – which is GatherUp.

  6. Choose your action – which is “Create Customer”

  7. Enter the API Key, Client Key and Business ID. into the appropriate Action field.

  8. Configure which Quickbooks fields should populate the required information to create a customer in GatherUp.

  9. Follow the onscreen instructions. The final screen should show “Test Successful”.
  10. Name your Zap. And most importantly “TURN ON” your Zap.

  11. Double check in your Zapier Dashboard that the Zap is truly “On”

  12. Log into your GatherUp account and set the communication method to “Automatic Mode”. More info here.

You are all done!

Thanks to Zapier and GatherUp your integration options are endless.

We would love to know how you are utilizing Zapier. Ping us with your ideas and suggestions on how to make GatherUp even easier for you.

Updated on August 25, 2018

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