Connect SamCart to over 500 apps by integrating with Zapier.
SamCart's integration with Zapier allows you to create custom integration rules between SamCart and hundreds of different applications.
If you're not familiar with Zapier, it allows you to create custom automations (which they call "Zaps") between different applications. A Zap works like an "If/Then" statement that you can customize.
For example, you can create a Zap like this: "If a new order is placed in SamCart, send a message into my Slack channel". If X happens in SamCart, then do Y inside of Slack. Make sense?
Because Zapier connects with so many different applications, the combinations are endless. Below are the steps you need to connect SamCart to Zapier, and some recommendations on how to get the most out of this integration.
1) Connect SamCart To Your Zapier Account
To connect your SamCart marketplace to your Zapier account, you will need to first log in to your Zapier account. From here, you will want to navigate to the left panel and select the Apps button.
Once you’re in the Apps screen, you can click the + Add Connection button. Once you search and select “SamCart, you will be prompted to SamCart to log in and “Accept” Zapier’s request to connect. And now you're all connected!
2) Create Your Zaps
Now you’re now ready to create your first Zap! Navigate to left panel and click the orange Create button. You will want to select the Zaps option to get started.
Once you open the Trigger step, you will be prompted to choose the platform you want for the “Trigger” part of the Zap. This is where you want to search and select “SamCart” to connect set up this Zap for your marketplace.
1: Set Up Your SamCart Trigger
Now you're ready to complete setting up your first Zap! After you select and connect your SamCart account, it’s time to pick a Trigger event. If a Zap is like an "If/Then" statement, the Trigger is the "If". If X happens, then do Y.
Here's a list of the different SamCart Triggers that you can use to start a Zap:
New Order — triggers when a new order is made in SamCart
New Refund — triggers when a refund is made in SamCart
New Subscription Cancellation — triggers when a subscription is cancelled)
Prospect Created — triggers when a Prospect entry is created)
Subscription Charged — triggers when a recurring subscription in SamCart is charged
Applying Zaps to One Product (Optional)
If you would like to apply the rules of the Zap to just one of your SamCart products, you will want to open the “Trigger” dropdown menu. From here, you can type in the name of your product and select it.
Please note: if this field is left empty, all of your products will trigger this Zap!
2: Choose Your Action
After picking your Trigger, you can run one or more Actions inside of hundreds of different applications. Each application has its own unique Actions to choose from.
After any SamCart Trigger, you can add tags in ConvertKit, grant access to a Kajabi offer, ship new orders in ShipStation, log new charges in QuickBooks, send messages in Slack, and everything in between.
Action are the "Then" part of your "If/Then" rule.
Here's a couple of examples of finished Zaps that SamCart customers might use:
1: When a new order is placed in SamCart, create a new customer account with Kajabi.
2: When a refund is given in SamCart, remove tags inside of ConvertKit.
3: When a new prospect is created in SamCart, send a message into Slack.
Use Customer Info In Your Zaps
Each time a Trigger event occurs, SamCart passes your customers' information over to Zapier. Each Trigger passes slightly different information, but generally always includes information like a customer's name, email, what products they purchased, their shipping address, custom fields, order price, etc.
You can use this information to customize your automations, like you see in the example Zap below:
This Zap's Action is to create a row within a spreadsheet in Google Sheets is using information passed over from SamCart that will automatically pull in each customer's first name, last name, email address, and the product ID they purchased before sending that info over to Google Sheets.
Using Zapier Filters
Filters are a way to ensure actions get performed only on the items you want. With filters, you set a specific condition (e.g., when "Product Name" field contains "My Awesome Product") that decides whether the Action(s) of your Zap will fire.
When the data from the Trigger meets the conditions of a filter, it proceeds to the next action(s) in your Zap. If a filter stops an item, then no actions are performed.
Zapier Filters are best used when you only want your Zap to run according to specific parameters. You can use any information SamCart provides to create your filter.
You can learn more about Zapier Filters in this article from Zapier.