Zapier Integration Instructions
Note: Since our Zapier integration is currently in beta stage you will need to request an invite link to access the CartStack app in your Zapier account. Please email us at email@example.com to request an invite.
Here are the instructions to integrate CartStack with Zapier:
- You will need a Zapier account for the integration, so if you don't have one you can sign-up here - https://zapier.com/sign-up/.
- First of all, you will need to get your CartStack Site ID and Zapier API Key. You will find this information on the Zapier Integration page under the Settings section of your CartStack account. From this page, you will want to click the "Generate Zapier API Key" button to get your unique key.
Log into your Zapier account and click on the "Make a Zap!" button to get started creating the CartStack Zap.
You will want to start by setting up your Trigger in Zapier. To do this, choose CartStack under the app list.
Now choose which trigger (eg: Abandoned Cart) you would like to use to send data to the other 3rd party platform.
Next, you will be asked to connect to your CartStack account. Click the "Connect an Account" button and fill in the Site ID and Zapier API Key from Step #2 above.
You may be asked to view sample data after the account connection is made. You can skip this section if you'd like.
Now that your Trigger is set up you will need to create an Action step. To do this, click on the "Add a Step" button and choose "Action". This will allow you to search for the platform you would like to send the CartStack data to.
Once you choose the tool/platform for the Action step the rest of the setup will vary depending on what is selected. Follow the instructions from Zapier to finish your setup. Once complete you will want to enabled the Zap to make it live.
If you are having problems with the Zapier connection or setup, please contact us. We are happy to help!