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Zapier Integration FAQ

How to use Zapier with Contractor Commerce

What is Zapier?

Zapier is a paid web-based automation platform that allows users to connect different apps and services to automate workflows replacing repetitive tasks, without needing to write code or relying on developers to built the integration. It uses something called "Zaps", which are the automated taks or workflows triggered by specific events. Something occurs in one app and trigger an action in a connected app. 


Zapier currently pairs / integrates Contractor Commerce with over 70 apps including:

  • ServiceTitan
  • ServiceFusion
  • G-suite
  • Active Campaign
  • Housecall Pro
  • Quickbooks
  • and more!

For example in Contractor Commerces use case, when a filter order or Journey Lead occur on our end, you could set up a "Zap" to:

  • Create an entry in your google sheets
  • Append values into Quickbooks
  • Send slack communications
  • Perform actions in any other listed connected app!

To see all connected apps available visit:

https://zapier.com/apps/contractor-commerce/integrations

For Zapier pricing information visit:

https://zapier.com/pricing

How do I enable the Integration in Contractor Commerce?

  1. In your Contractor Commerce Dashboard, click on Settings > Integrations > Turn ON
  2. Click on the Click this Link Button to navigate back to the Contractor Commerce Integrations Zapier page
  3. You will need a Zapier paid account for the following steps. When in Zapier click Select the apps to use and select Contractor Commerce to be brought to this screen:
  4. Select New Orders for the trigger event
  5. Before performing the next step, you will need to navigate back to the Contractor Commerce Dashboard, click on Settings > Integrations to obtain the information for below.
    1. Client ID and Secret are generated by clicking the “Generate” button on the Zapier Integration in the Command Center
  6. Under Account, click Sign in. Zapier will show the dialogue below. This is where you will need your the information from your Contractor Commerce Dashboard
    1. Contractor Commerce Username
    2. Contractor Commerce Password
    3. Client ID - (Settings > Integrations)
    4. Client Secret - Settings > Integrations)
  7. Once logged in, you can go to Configure, simply click Continue.


Important items to note

When you do the initial pull of an order to being aligning fields, make sure to pull an order or lead that contains the information you're aiming to track.

For example, if you are looking to track UTM data such as campaign or source, make sure the order you pull for setup was complete through UTM parameters. The information contained within the API that Zapier sees is only visible if the information is populated. If the order does not contain UTM parameters, then Zapier doesn't know UTM parameters is a field to track.

After you have configured the Contractor Commerce data within Zapier, you will then configure what the destination app will do with the data.


In this example, we have the data creating a new spreadsheet row, then I plug in the API values from Contractor Commerce (using the + box on the right) into the fields that exist within the Google Sheet. Every app will be unique in how the data is handled into their software, but the idea is always the same: Take X data from Contractor Commerce, and plug it into Y field in another app.