What is Zapier?

Zapier is a tool that integrates software. You undoubtedly use various tools for your business. You can see Zapier as the glue between all these tools. By creating a Zap in Zapier, you can use a trigger in one tool or software to activate a trigger in another tool or software. This allows for automation without limits.

The Plug&Pay integration with Zapier

You can find the Plug&Pay integration on this page of Zapier. You can also simply search for Plug&Pay when you create a new zap.

Triggers

You can use Plug&Pay as a trigger in Zapier. There are several triggers:

Affiliated Accepted: Triggered as soon as an affiliate is accepted in your shop (manually or automatically, depending on your affiliate settings).
Form Submitted: Triggered as soon as a user filled out a form on an opt-in page.
Subscription Ended: Triggered as soon as the status of a subscription changes to Inactive or Ended.
Invoice Created: Triggered as soon as a new invoice is created.

ℹ️ For Invoice Created it is important to know that if you work with a direct debit and the payment is still pending, the Zap still triggers.

It is not possible to use Plug&Pay as an action in Zapier.

Creating a zap

Create a new zap and choose Plug&Pay as the trigger. Choose the event you want as the trigger:

In the next step, you need to link Plug&Pay to Zapier. You do this by clicking Sign in:

A new screen opens where you must enter your Plug&Pay API key. Ignore this for a moment.

You can create a unique API key in Plug&Pay under Settings > Developers

First of all, you must agree to the developer agreement before you can create any API keys. To do this, click on Get started and accept the terms and conditions.

Once you have done this, you can click on Add New API Key. Give the API a recognisable name, for example Zapier - Kajabi.

The API key is shown once, copy it and paste it directly into Zapier!

Go back to Zapier and paste the API key there:

Additional trigger options

Once you linked your account, go to Configure to set up the Zap.

Under Products, you choose which product(s) this Zap applies to. The Zap triggers for orders of the products you choose here. Leave this field empty to create a Zap that applies to all products.

Under Product groups, you choose a product group for which this Zap will applies. The Zap triggers for orders of any product that falls within this product group. Leave this field empty to create a Zap that applies to all product groups.

Under Trigger on recurring invoices, whether to trigger on recurring invoices for your subscriptions or instalment payments:

True: This Zap triggers with every repeat invoice.
False: This Zap triggers for the first invoice.

Testing the trigger

In the final step, you test the connection with Zapier. Zapier checks whether they found a Zap in your Plug&Pay account.

If the test is successful, you will see a green tick and an example of the fields that are retrieved for this Zap:

After completing the test, you can continue creating your Zap:

Frequently asked questions

Can I get customer data in the Zapier test?

The test always contains test data and no customer data. It is not possible to get customer data from your Plug&Pay environment as a test in your Zapier environment. If you want to see exactly which customer data is filled in which fields, it is best to place a test order after activating your zap to check this.

How is a custom field displayed in Zapier?

If you search for custom field, you will see the following fields:

The first custom field that is displayed on your checkout is Custom Field 1 and the second is Custom Field 2. They always have these names in Zapier. The fields in Zapier will therefore never have the same names as your custom fields in your Plug&Pay environment.

Label is what you have named your custom field, value is the value that the customer enters there.