Zapier

Zapier is a no-code automation tool that lets you connect different apps and services without needing to write any code. It works by setting up “Zaps,” which are automated workflows that link a trigger (like receiving a new donation in PayBee) to an action (like adding that donor to a Google Sheet or sending a Slack message).

Zapier supports thousands of apps like Gmail, Google Sheets, Salesforce, Mailchimp, and many more - making it easy to automate routine tasks across platforms.

In short, Zapier helps automate tasks across apps without coding.

Integrate PayBee With Zapier

To integrate PayBee with Zapier, follow the steps below:

1. Create an endpoint on PayBee

2. Add PayBee as an App Connection on Zapier

3. Create a "Zap" on Zapier

Create an endpoint on PayBee

Go to Integrations > Zapier and tap on the "Create a new integration" button. Name your endpoint and then select one or more campaigns you'd like to link to Zapier. Zero dollar transactions are typically not included in the transaction data but if you'd like to include these kinds of donations as well, switch the flag ON before tapping on Add.

Your endpoint will remain in the "Created" status until you link it to Zapier. Once your Zap on Zapier is published and running, the status of your endpoint will change to "Subscribed".

Add PayBee as an App Connection on Zapier

1. After creating your endpoint, tap on it to view all details associated with the endpoint. You will find the "Secret Key" that is need in order to link PayBee with Zapier here. Copy the Secret Key.

2. Now go to Zapier. Select the App Connections option in the menu on the left.

1. Tap on the + App Connection button.

1. Search for PayBee, select and tap on Add Connection.

1. A new window will pop up and ask for the Secret Key. Paste the key copied in Step 1 here. Then tap on "Yes, Continue to PayBee (1.0.0).

1. You should now see the new App Connection associated with your endpoint on PayBee.

Create a "Zap" on Zapier

1. Go to + Create and tap on Zap.

1. You must select a Trigger (PayBee) to start your Zap. To do this, tap on Trigger, then search for PayBee in the search bar and select it.

1. Tap on Trigger event and select New Transaction. Then tap on Account to select the PayBee connection. Tap on Continue.

1. You can now select records to test the trigger event. If no transactions have been made in the PayBee campaigns you've selected so far, you will see the option to select a test record as seen in the image below. Tap on "Continue with selected record". If transactions have been made, tap on the Test Trigger.

1. You are now ready to select an Action for your Zap to run. Tap on Action. Select any app connection of choice.

1. In this example, we will use Zapier to automatically create a new row in an existing Google Sheet every time a new transaction is made on PayBee. For this reason, we will select Google Sheets as the App.

1. Select your Action event. In this example, we will select "Create Spreadsheet Row".

1. Next, select the account where the Google Sheet we're looking to edit exists.

1. Next, select the Google Drive, Spreadsheet and Worksheet we'd like to Zapier to update. Select True if you'd like to have the date values formatted in the spreadsheet.

1. Then, select the fields from the PayBee transaction data you'd like entered as values into the Google Sheets column cells for each row. Tap on Continue.

1. Choose to test this step or skip the test.

1. After this, tap on Publish to go live with the Zap.