Zapier
Zapier empowers you to connect Recharge with the other Zapier apps you use to run your business. Zapier thinks about software integrations in terms of triggers and actions. Activity in one app triggers a resulting action in another without you needing to do any work. Connecting two apps together is called making a zap.
Zapier lives in the middle, monitoring your triggers and initiating actions in whatever workflow you establish. You can sign up for a Zapier account for free.
- Recharge Checkout on Shopify
- Shopify Checkout Integration
Before you start
Zapier has many usages and Recharge recommends it for almost any setup and subscription model where you can potentially connect an app that we do not have an integration with. The app can then be used to bridge the gap needed when a certain solution requires it.
Step 1 - Add the Recharge app to your Zapier account
- In Zapier, click Make a Zap.
- Under Choose a Trigger App search for Recharge.
- Choose the trigger you would like to use and click Continue.
- On the next page, click Connect an Account and enter your Shopify store URL (yourstorename.myshopify.com).
- Click Yes, Continue.
- You will be prompted to login to Shopify if you are not currently logged in. After logging in, click Install.
- Click Save + Continue.
Step 2 - Set up trigger options
On the next page, you will have the option to choose an order status.
You can choose from the following:
- Refunded
- Queued
- Success
- Error
If you do not want to specify a specific order status, click Continue and move to Step 3.
Step 3 - Test your zap
Be sure to go through the test process to ensure the trigger is working correctly. Zapier will pull in sample data from your Recharge account to perform the test of the connection. Click Continue once you have selected your sample data.
Step 4 - Set up an action
Once tested, you'll need to set up the subsequent action that the trigger will activate. Click the prompt on the next page.
Similar to setting up a trigger, you will choose an Action app and the action that should take place based on the trigger you chose from Recharge.
Step 5 - Enable your Zap
Once you have completed your action steps, you will be prompted to name your zap and enable it. Enter a name for your zap and then click the off switch to turn the zap on.
Common Zaps
Here is a list of useful Zaps that stores that use Recharge commonly use. For more useful Zaps, visit the Recharge Integrations page on Zapier.
Open this drop-down menu to view the common Zaps
App |
Details |
Zap |
| Direct Mail | Add new Recharge customers to a Direct Mail mailing list | Zap |
| FireText | Send an SMS from FireText from newly created Recharge orders | Zap |
| FreshBooks | Create invoices for new Recharge orders | Zap |
| Google Sheets | Add new Recharge paid orders to a Google Sheets spreadsheet | |
| Update products in Shopify from new updates in Google Sheet rows | Zap | |
| Gmail | Get a digest of new Recharge orders sent to your Gmail on a daily, weekly, or monthly basis | Zap |
| Welcome new Recharge customers with personalized emails from Gmail | Zap | |
| HubSpot | Add new Recharge customers to HubSpot as contacts | |
| Create/Update HubSpot contacts from new paid orders on Recharge | ||
| Highrise |
Create Highrise contact from Recharge paid orders |
|
| Infusionsoft | Add new Recharge customers to Infusionsoft as new contacts | |
| Mailchimp |
Create Mailchimp subscribers for new paid Recharge orders |
|
| QuickBooks Online | Create invoices for Quickbooks Online customers from new Recharge orders | |
| Salesforce | Create Salesforce contacts from Recharge customers | |
| Sendicate | Subscribe new Recharge customers to Sendicate | Zap |
| SerwerSMS | Get Serwer SMS messages for new orders in Recharge | Zap |
| Saasu | Create new Saasu invoices from new Recharge orders | Zap |
| Slack | Share new paid orders from Recharge to Slack | |
| Get a scheduled summary of new Recharge orders in a Slack channel | ||
| Shipstation | Add new Recharge orders to ShipStation | Zap |
| SurveyMethods | Send Recharge customers a SurveyMethods survey | Zap |
| 123 Contact Forms |
Send Recharge customers a 123Contact Form
|
Zap |
| Promoter | Send a Promoter Survey when a new order occurs in Recharge | Zap |
| Thankster | Mail Thankster handwritten cards for new Recharge purchases | Zap |
| Zendesk | Add new Recharge customers to Zendesk as users | |
| Zoho books | Create invoices from new Recharge orders | |
| Onfleet | Create a delivery task from new Recharge orders | Zap |
Support
For more information on how Zaps work, visit How to Create a Zap.
If you have any questions or feedback about the Zapier integration, reach out to the Recharge support team.
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