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Sending Order Confirmations with Zapier

This example topic describes cloning a repository that handles the incoming webhook to send emails and messages through Zapier and configuring the repository to run it locally. In this example, we use Zapier to send our emails and to host the email template.

Prerequisites​

  • Ensure that you have a premium account in Zapier.

Procedure​

  1. Create a Zap Custom Webhook URL by doing the following:

    1. In Zapier, click Create Zap.

    2. Click Webhooks.

    3. In the Choose app & event > Trigger Event field, select Catch Hook as Trigger.

    4. Click Continue.

      A Custom Webhook URL is displayed. Make a note of URL to use it for integration.

    5. Click Continue.

    6. In Set up trigger > Test Trigger window, click Test Trigger.

    You can now send requests to the Custom Webhook URL.

  2. Open Elastic Path Commerce Manager and create a new integration by doing the following:

    1. Log in to Elastic Path Commerce Manager.

    2. Go to Settings > Integrations and click New Integration.

    3. In the Integration Details section, enter a name and description.

      We recommend using the prefix DEVELOPMENT:.Next with the name of the integration.

    4. In the Configuration section, enter the Zapier Custom Webhook URL.

    5. In the Observes section, select the Orders > Paid/Captured checkbox.

    6. Select Enabled.

    7. Click Save.

    8. Pay for a new or existing order to trigger the integration.

  3. Create a Send Outbound email action in Zapier by doing the following:

    1. In Zapier, select Request as a Test Trigger.

      You can now use the payload data for the orders to populate the action fields.

    2. Click Action.

    3. In the App Event field, search and select one of the following as required:

      • Email by Zapier
      • SMS by Zapier

      The Action > Send Outbound Email window is displayed.

    4. In the Action Event field, select Send Outbound Email and click Continue.

      The Set up action window is displayed.

    5. Enter the required data.

    6. Click Continue.

    7. Click Test and Continue.

    An email is sent to the email address specified in the To field in the Set up action window.

  4. Click Ready to turn on your Zap and turn on the zap.

    A message with shareable link is displayed.

  5. Pay for any new or existing orders to trigger the integration again.