What is Zapier all about?
Zapier is a web automation platform that allows businesses to connect hundreds of best-in-breed web services. Zapier makes it easy for non-developers to connect their web services together, saving time and improving productivity. You can create lot of integration yourself using Zapier with Zoho Subscriptions.
How it works?
Lets see the set of triggers and actions supported by Zoho Subscriptions.
New Subscription - Triggers when a new subscription is created.
Payment Success - Triggers when a payment is received successfully.
Payment Failure - Triggers when there is an error in processing payment.
Cancel Subscription - Triggers when a subscription is canceled.
New Invoice - Triggers when a new invoice is created.
Upgrade Subscription - Triggers when a subscription is upgraded.
Downgrade Subscription - Triggers when a subscription is downgraded.
Create Customer - Creates a new customer.
Create Subscription - Creates a new subscription.
Creating a Zap:
First thing that you have to do is to log into your Zapier account. If you don’t have an account create one and then start creating a Zap. For example, lets say you want to create a new task for every new subscription in Zoho Subscriptions. Lets see how its done:
Click on Make a Zap.
Select the trigger app which in this case is Zoho Subscriptions, and New Subscription as the trigger(event).
Then select your action app and action, as shown below.
In order to connect your Zoho Subscriptions account to Zapier and avail all their services click on
Connect a Zoho Subscriptions Account.
After you click the button, provide an Account name to recognize your account in Zapier. So that the next time you create a Zap using Zoho Subscriptions, you can use the same account again. Once that is done in order to generate Authtoken, click on the link present in the Authtoken description field.
Now, all it takes to connect Zoho Subscriptions with Zapier, is to copy the Zoho Subscriptions Authtoken into Zapier.
Once it is generated,copy the Authtoken and paste the same in the Authtoken description field.
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- In case you haven’t logged in, you will be asked to log in to your Zoho Subscriptions account in order to generate the Authtoken.
- Authtokens carry important information about your identity. So make sure you do not disclose it.
- It is not possible to obtain an Authtoken via the Zoho Accounts API if you log into Zoho Subscriptions with your Google, Yahoo or other third party accounts.
Remember to test the account after selection. All you have to do is to click on Test this Account button and ensure that the connection is successful as shown.
Now, you’re done connecting your Zoho Subscriptions account to Zapier.
Now that your account has been linked, it takes no time for you to create a Zap, what you have to do is, copy and paste the webhook URL that is generated in Zapier into your Zoho Subscriptions account.
Click on the link to create Webhook and paste the Webhook URL in the Zoho Subscriptions account as shown or it can also be done the other way,
Log into Zoho Subscriptions account
Click on gear icon present at the top right corner for Settings and then click More Settings
Go to Webhooks and then click Create Webhook
Paste the URL generated in Zapier.
After pasting the URL, select the appropriate event and save the page.
You have now successfully created a Webhook.
Now you can continue creating your own Zap.
How to use Zoho Subscriptions as an action app?
Select the action app as Zoho Subscriptions and action as Create Subscription
After choosing the appropriate account, automatically the list of Organizations gets pre-populated in the drop-down.
Choose the respective Organization, accordingly the plans and the customers gets pre-populated in the drop-down of Plan Code field and the Customer field.
You can either choose those fields from the drop-down, or map it with the triggered app fields.
Similarly, If you haven’t mapped with the existing customer then the Email and Display Name of the new customer is mandatory.
It is also possible to insert several other fields and customize your subscription.
It is important to check if the mandatory fields are populated, to do so click on See action sample
Now, click on Test Zap with this sample.
If it is successful, you are ready turn it on.