Setting up The Zapier Integration Triggers

Zapier is a tool that helps you connect and automate tasks between different apps without needing to code, you can create "Zaps” to set up automatic tasks, such as sending an email when a new submission is received or updating a spreadsheet when a sales transaction occurs. This allows businesses and individuals to streamline their processes, saving time and reducing manual effort. The new DepositFix Zapier Integration makes it easy to fit DepositFix within your current systems.

To add the app to your Zapier account, simply click on this link: https://zapier.com/developer/public-invite/200055/b79dfca6872d816656fb635cc2042b20/ wait for the page to load, and click on Accept Invite & Build Zap

Now that Depositfix is added, you can start creating your own zaps and using DepositFix events as triggers.

In Zapier, click Create New Zap, in the Zap set up window, Click Triggers, search for DepositFix Beta to find the DepositFix app.

In the right side bar, choose the event that you’d like to use to trigger the zap.

Triggers a flow when a new order is made, this includes single payments products, and the first payment of a subscription products (when a subscription is created).

Triggers a flow when a new refund is processed, can be used to send a refund confirmation, update accounting systems, etc.

Triggers a flow when an existing subscription is cancelled, can be used to send cancellation confirmation emails, send notifications, or update external systems.

Triggers a flow when a subscription payment fails, can be used to send email notifications, and enroll into retention campaigns (doesn’t apply for single payment products).

Triggers a flow when a subscription payment is successful, can be used to send invoice emails or update other systems.

Next, you’ll need to connect your DepositFix account, simply follow the prompts and enter your DepositFix username and password.

This is the account that Zapier be used to fetch data from DepositFix.

The final step is to test your trigger. Zapier will find the most recent record(s) and show you what data is available for you to use in the follow up action steps. Ensure that there is at least one record in your DepositFix account that matches the selected trigger (i.e. if your trigger is “New Order” you should have an existing successful order already in your DepositFix account.

Click on Test Trigger

Zapier will find the most recent record(s), and show you all the available data for this record