send transaction data (order/payments) via zapier
complete
Harry Luk
there are other systems we are using for specific transactions and I would like to send those orders/payments as a zapier action to update the contact within clickfunnels 2.0.
This feature is very important to me because right now we can only transfer contact information from Zapier...
Having these orders added, can improve the LTV calculation etc, and also serve as a trigger for my Workflows in ClickFunnels.
H
Hugh (Product Support Manager)
complete
Harry Luk
we have to send the transactions INTO clickfunnels
right now, the only option i see as an action is "create or update contact"
thanks!
D
David Lamoureux (Product Support Analyst)
Hey Harry Luk: just to put it here for the record. Right now the Zapier option Finds and updates an existing Contact or Creates one by email address. For existing Contacts, it only updates present fields that have non-empty values. Optionally, create a contact if none are found.
Thank you for your feedback and adding this request. That's a great suggestion! I'll be sure to keep this open for our dev team for review.
Rich Steinmetz (ClickFunnels Engineering)
Hey Harry Luk, we have an order and an invoice Zapier trigger in 2.0. Would those work for you?
Muhammad Rizwan
Rich Steinmetz (ClickFunnels Engineering) Hi Rich, This is Rizwan ( purchasing@gloriouslyvegan.com ) and i am a team administrator at Team Gloriously Vegan ( eddy@gloriouslyvegan.com ).
I have been trying hard to make the automation work for the orders to be fulfilled via Shipstation.
I am facing multiple issues.
in the Webhook i tried "Order Created" event. this event has all the required data fields to be transferred to shipstation But the Basic issue with this event type was that it was having "Billing Status" field as "Pending" even when whe customer has paid. So this was the reason i could not use this event.
If possible CF2.0 can make it dynamic and change the billing status once its paid by the customer and then create the webhook event it will be great.
Then i tried to use the event of "One Time Order invoice paid" . This one had the Correct "Billing Status" as paid for the paid orders and unpaid/past due for the unpaid orders. But this event was not having enough data fields like "Order Created" to use and to send the order to shipstation. To name a few it was lacking name & shipping address and many more.
Is it possible for your to make this "One Time Order Invoice paid" & " subscription invoice Paid" to have all the data of "Billing status" as it is and then have additional data fields from the event " Order Created" ? Then it should work for me.
Then i even tried using event "Order Updated" But it was sending in 7 deliveries per single order to the end point . So this was not workable at all.
resolving any of the above issues will make my life easier.
D
David Lamoureux (Product Support Analyst)
Hey Muhammad Rizwan: we now have native integration with Shipstation! You can find it in the Workspace settings > Shipping.
Please give that a try and reach out to support if you need any help with it.