Zapier

1. 11. In Integrations, create an API key with the permissions you need.
2. 22. Click Open OnBio on Zapier.
3. 33. Add OnBio in Zapier and paste the key when asked.

Zapier tests the connection and shows your store's name. If you are going to create or update contacts from Zapier, the key needs the Write permission.

1. 11. Choose as trigger the event of your store that starts the flow, such as a new sale.
2. 22. Test the trigger to bring your most recent sales.
3. 33. Add the action in the other application and turn the Zap on.

When testing the trigger, Zapier brings your real sales with the same fields that will arrive later. That way you build the action with real data.

When you turn the Zap on, a webhook with the Zapier origin appears among your webhooks. It disappears on its own when you turn the Zap off, without touching the ones you created by hand. Each sale reaches Zapier as soon as it is paid.

• Add each sale to a Google Sheets row for your accountant.
• Send each lead to your survey tool or your CRM.
• Post each new sale in your Slack channel.
• Create a contact in OnBio from your website's form, with its tag.

If the key lacks the needed permission, Zapier shows an error with the missing permission. Zapier shares your store's request quota with your other keys. If you revoke the key, the Zapier webhooks created with it are deleted and your Zaps stop. Connect with Zapier explains it.

You have a Zap working. In the next chapter you do the same with Make.