If you are not familiar with Zapier, Zapier is a service that connects web apps together without having to touch a line of code. With just a few mouse clicks, you can create great integrations (called “Zaps”) to automate tasks and workflows, saving you precious time. And with over 300 supported apps, you can connect Chargify to hundreds of popular web apps like Salesforce, Quickbooks, Slack, HipChat, Zendesk, and more.
Below you will learn how to:
- Use Zapier’s out-of-the-box, preconfigured connectors
- Configure Zapier using Chargify webhooks for extended functionality
How it Works:
We have seen Chargify merchants create some great Zaps, such as creating customers in Zendesk upon a signup in Chargify, pushing new customers into their CRM, and getting notified in chat apps like HipChat or Slack whenever an event happens, like when new subscriptions are created.
Zapier’s Preconfigured Chargify Zaps:
Currently, there are three out-of-the-box Chargify triggers that allow you to connect to other apps:
- New customer signup
- New subscription creation
- New invoice generated
To enable, login to your Zapier account > click on ‘Make a New Zap’ > select Chargify as the trigger app > select the trigger (event) > select the action app > select the desired action > continue and follow the on page instructions to complete your Zap.
Using Chargify Webhooks for Extended Functionality:
The out-of-the-box triggers above are great but limited. To access additional triggers like Renewal Success, Expiring Card, Trial End Notice, and many others, you can use Zapier’s webhook trigger with Chargify webhooks.
Chargify can send webhooks for all of the triggers listed below. And when a webhook is sent, there is a ton of associated data that you can use to send to other apps. See an example of this data. With these triggers and associated data, the number of Zaps you can configure is only limited to your imagination!
1. Create a new Zap in Zapier and select webhook as the trigger app
2. Select the the app you want to connect to (the action app), and Zapier will provide you with a URL (see below)
3. Visit the Chargify Site you want to connect > click on the Settings tab > click on the Webhooks left navigation option (see below)
4. Click on the ‘Add URL’ link and copy and paste the Zapier URL into the field. You can configure up to five destination URLs in Chargify. Each webhook Zap has it’s own unique URL, so if you need to add more than five destination URLs, follow these instructions.
5. Once the URL is in place, click the configure link and then select the triggers you want Chargify to send to Zapier. Don’t forget to save!
6. Go back to Zapier to test the Zap. In order to test, you’ll need to trigger the webhook. Zapier will let you know it needs data by showing you the form below. Triggering a webhook is easy. For example, you can trigger signup_success by waiting for a new subscriber, or manually creating one yourself. After you trigger the event, Zapier will be able to see all the information that is sent over.
When setting up your Zaps, make sure to use the “filter webhook triggers” section to filter out the event you want to trigger. If you don’t set up these filters, the Zap will get triggered for every event you have turned on in your Chargify account.
7. Now that you can see all the webhook data that got sent over, the final step is to map it to the fields in your action Zap.
8. Once you finish mapping the fields, hit save and make sure the Zap is turned on.
You can repeat the process above to connect Chargify to over 300 different web apps via Zapier. If you want multiple Zaps triggered with one of Chargify’s webhooks, take a look at Zapier’s great blog post on how to accomplish this.
Zapier has a generous free plan and a range of paid plan based on the number of Zaps and tasks you need to run each month. Need some inspiration, check out some popular Zaps below or visit the full list here.