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Zapier Integration

Edmund Kirby

started a topic over 8 years ago

I hear you are planning an integration with Zapier (as detailed on a suggestion on DEAR's old support site).

Can you please confirm if this is indeed the case?

Also, can you please provide an approximate delivery date for this integration?

thanks,
Ed

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M

Michael Sacher
said about 6 years ago

Dear Mike

Here is the screen grab from Zapier.

Thanks.
J

Joshua Simington
said about 6 years ago

@Davis Roberts, you can find this information on the roadmap:

http://dearsystems.com/inventory-software/development-roadmap/
J

Joshua Simington
said about 6 years ago

Hi everyone, I have been Beta testing a full version of the Zapier integration that is going to be released in the very near future. I am asking for everyone's help in expanding the integration

Can anyone elaborate on how they would use the Zapier integration for real use cases in their businesses? I am looking for very specific examples like: If a Invoice is Authorized in DEAR, automatically email an invoice from Zero or Quickbooks or When a contact is added to my email address book, create a new customer in DEAR

Any specific examples that you provide will help grow the app. Thanks in advance!
Max - DEAR Systems
said about 6 years ago

Hi David,

You will need to purchase Notifications Module & DEAR API to connect Zappier.

Thanks
Max - DEAR Systems
said about 6 years ago

Hi Michael,

Please use the below option:
D

David Roberts
said about 6 years ago

I am on annual billing so just reaching out to have a pro-rate notifications module added. Will give it a go when this is sorted.
D

David Roberts
said about 6 years ago
Cheers Joshua,

Very excited about this one!
Some usage that appeals to us:

If a quote is authorised, create this as a deal in Pipedrive (could this deal then be updated to closed if quote converts to invoice?)
If an invoice is authorised, add this as a note in Pipedrive with order details
If a customer is added to DEAR, add this person as a contact in Mailchimp
If an invoice is authorised, create/update Mailchimp that this person has purchased and is now a customer (we currently have a disconnect between our shopify customers and dear directly entered customers which makes segmented mail campaigns to the full db hard)
Pass the DEAR "customer url" through to application of choice
Pass the DEAR "invoice/quote/sales order url" through to application of choice
Pass authorized invoices through to google spreadsheet, google spreadsheet passes invoice total through to IFTTT, IFTTT triggers a light sequence Nanoleaf light panels. Small orders under $300 = Green, Medium orders up to $600 = Orange and orders over $600 create a fiery red eruption of colours. ;) - i have set this one I already direct from Xero > Zapier but DEAR would be good too as it would work realtime on invoice approval rather than sync. Not overly productive but a bit of fun.

I'd love to hear how others are planning to utilize this service.
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