CRM for Your Ecommerce World
How to Create Trigger Zaps
Creating trigger Zaps isn’t too complicated, but you’re going to want to follow a few of these steps to streamline your efforts.
1. First, start with “Make a Zap!” and choose ReadyCloud CRM as your first app and “New Order” as your Trigger event.
2. Next, add a condition to the Zap to only continue automating the workflow if “shipping exactly matches fulfilled.” (This is made possible with Filter by Zapier, which lets you create an if-this-then-that customization to your Zaps.)
3. Once your filter is established, add another Action in QuickBooks: “Update Invoice.” Add a Search Step that will look for the order number and match it to the invoice.
4. You can even add in shipping info, such as preferred carrier, ship time and tracking information. Round out the invoice with a message and the box ship cost, and you’re ready to go.
Need Even More Tips?
Need some more help? We’re here to answer your questions and assist you with getting started. Don’t hesitate to reach out to us via email at: [email protected]. Or you can contact us tollfree at: 877-818-7447. You’ll also find a wealth of videos and how-to guides in our Demos section.