Zapier
Zapier empowers you to connect Recharge with the Zapier apps you use to run your business. Zapier uses triggers and actions to automate workflows. 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.
- Recharge Checkout on BigCommerce
- Recharge Checkout on Shopify
- Shopify Checkout Integration
Before you start
Recharge recommends using Zapier for almost any setup and subscription model to connect an app that Recharge does not have an integration with. Zapier can be used to bridge the gap between supported and unsupported apps.
Step 1 - Add the Recharge app to your Zapier account
- In Zapier, click Make a Zap.
- Locate Choose a Trigger App and search for Recharge.
- Choose a trigger and click Continue.
- On the following page, click Connect an Account and enter your Shopify store URL (yourstorename.myshopify.com).
- Click Yes, Continue.
- Log in to your Shopify account. After logging in, click Install.
- Click Save + Continue.
Step 2 - Set up trigger options
On the next page, choose an order status.
You can choose from the following:
- Refunded
- Queued
- Success
- Error
If you do not want to specify an order status, click Continue and proceed to Step 3.
Step 3 - Test your zap
Complete the test process to ensure the trigger is working correctly. During the process, Zapier pulls in sample data from your Recharge account to perform a test. Click Continue once you have selected your sample data.
Step 4 - Set up an action
Once tested, set up the action the trigger will activate. Click the prompt on the next page.
Similar to setting up a trigger, 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, name your zap and enable it. Click the on/off toggle to turn the zap on.
Common Zaps
Refer to the following common zaps used in Recharge. For more useful Zaps, visit the Recharge Integrations page on Zapier.
Common zaps
App |
Description |
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.
For questions or feedback about the Zapier integration, contact the Zapier support team.
