Zapier Integration

The Zapier integration app for Commerce7 is owned and built by a 3rd party developer (Treefrog Digital). For questions regarding custom reports, setup, or support, please contact us at hello@treefrogdigital.com.

App Technical Description

The Commerce7–Zapier integration uses API connections to enable event-driven automation between systems. Commerce7 triggers send data to Zapier to start workflows, while Zapier actions can create or update records in Commerce7.

Setup is completed via the Apps & Extensions page in Commerce7, and workflows are managed within Zapier.

Setup Instructions

1. Sign up for a Zapier account.
2. Install the App on Commerce7

• From the Commerce7 Admin Panel, Go to Apps. (You will need to have Admin Owner role to install the app)
• Search for Zapier by Treefrog Digital, and click on the app.

3. Log in to your Zapier account

4. Once logged in, open the following link https://zapier.com/developer/public-invite/105615/ed6d5c5aad574310fba130107fd04e03/

5. Click Accept Invite & Build a Zap

6. Click the Create button to start a new Zap.

7. Click on Trigger

8. In the pop-up window, click Apps, then select Recently Connected, and choose Commerce7.

9. Choose a Trigger event (e.g, New Customer, New Product, or New Order)

• A trigger is an event in Commerce7 that sends data to Zapier
• For this example, we will choose the New Customer trigger. By selecting this trigger, every time a new customer is created, an action is "triggered". 

10. In Account, click Select, then click Connect a new account  

11. A new pop-up window will show up; enter your Tenant ID. The tenant is found on the "Settings" page inside Commerce7. Go to the Settings page inside Commerce7 to find your Tenant.

12. After you enter your tenant, click on Yes, Continue to Commerce7. If your connection is successful, you’ll see the account added in the account field.

13. Next, test the connection by clicking Test

14. If the test is successful, you’ll see a green checkmark indicating everything is working correctly. You may also see sample data from recent records related to the selected trigger.

15. Next, click Action

16. In the pop-up window, select or search for the app you want to integrate with.

17. Once selected, click on Action Event from the dropdown, and choose what action should be performed when the trigger event occurs.

18. Depending on the app you selected, you may need to connect your account. You might also be prompted to complete additional configuration fields required by the app to perform the action.

19. After configuring all required fields,  test the connection by clicking Test

20.. If the test is successful, you’ll see a green checkmark indicating everything is working correctly. 

21. Finally, click the Untitled name at the top of the page. Then select Rename

22. Give your Zap a clear and recognizable name so you can easily identify it later.

23. Before publishing your Zap, you can run a final test. Otherwise, click on Publish to activate it.

24. Once published, your Zap is up and running.