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Zapier Integration

Zapier Integration

Owned by Alex Morrisson
Last updated: Oct 08, 2024
5 min read

Overview

Zapier is a web-based automation tool that allows users to connect various apps and services to automate workflows and tasks. It enables users to create "Zaps," automated workflows linking two or more apps. Each Zap consists of a trigger and one or more actions. When the trigger event occurs in one app, Zapier automatically performs the specified actions in the connected app(s).

BUZ Integration with Zapier

Log in to Zapier and search for BUZ; you will be prompted to log in to your BUZ account to link the two accounts together.

Creating a Zap with BUZ

  1. Log In to Zapier

    • Log in to your Zapier account.

  2. Create a New Zap

    • Click on "Make a Zap" to create a new Zap.

    • Name your Zap something descriptive, such as "BUZ to Google Sheets" or "123Form to BUZ."

  3. Set Up the Trigger

    • Select the Trigger App (e.g., BUZ if sending data from BUZ to another API).

    • Choose the Trigger Event (e.g., "New Lead" if sending lead data out of BUZ).

    • Select your BUZ Profile.

    • Test the trigger. Ensure you have completed an event in BUZ, such as creating a lead or a quote.

image-20240607-061329.png

 

If you are sending Data from BUZ to another API you will need to type BUZ.

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Event

Next, you will need to select the Event you require

At this stage, we have the following events

image-20240607-061615.png

 

Select your BUZ Profile

image-20240607-062941.png

Test the trigger

For this step, you will need to have completed an event in BUZ, for example

if you are sending

  • The Lead data out of BUZ to another app, you will need to have created a Lead in BUZ.

  • Quotes out of BUZ to another app, you will need to have created a quote in BUZ,

NOTE: For quotes you will also need to print a document in the order screen, if you are sending quotes out of BUZ, this creates a trigger notification that tells Zapier that the quote is available.

 

image-20240607-063053.png

You may need to select test a few times.

Once Zapier finds your event, the data will show on your screen with all the available field titles and the data associated with that field.

image-20240607-063819.png

 

Receiving API

From here, you can select the API to which you want to forward the data.

image-20240607-064005.png

  • Set Up the Action

    • Choose the Receiving API (the app you want to send data to).

    • Select the Action Event (e.g., "Create Spreadsheet Row" for Google Sheets).

    • Link your account for the Receiving API.

    • Complete the Actions and map the merge fields. Ensure mandatory fields are correctly filled; you can input static values if necessary.

    • Test the action to ensure the data transfers correctly.

  • Finalize and Test

    • Test your Zap to confirm that data is being transferred as expected.

    • Monitor and maintain the connections regularly. If BUZ, Zapier, or the other APIs make changes, your Zap may require an update to continue functioning correctly.

 

Important Notes

  • Ensure you have an event in BUZ to test the trigger (e.g., create a lead or a quote in BUZ).

  • For quotes, print a document in the order screen to create a trigger notification.

  • If needed, test multiple times until Zapier successfully finds your event.

  • Regularly monitor your Zaps for changes in BUZ, Zapier, or other connected APIs to avoid disruptions.

By following these steps, you can efficiently set up and maintain your BUZ integrations with Zapier, automating your workflows and saving valuable time.

 

 

Lead Data in to BUZ

Below is a table with all the fields that can be input in BUZ, some rows are Mandatory, without any data BUZ will not save the lead.

 

 

 

 

Customer Name/Description

Mandatory

Customer ABN

 

First Name

Mandatory

Last Name

Mandatory

Phone Number

 

Mobile Number

Mandatory

Email Address

Mandatory

Unit No

 

Street No.

Mandatory

Street

Mandatory

Street Type

 

Suburb / City

Mandatory

Post Code / Zip Code

Mandatory

Triggers:

  1. New Credit Note: Triggered when a new credit note is created in BUZ and allows the credit note to be imported into the other system.

  2. New Invoice: Triggered when a new invoice is created in BUZ and allows the invoice to be imported into the other system.

  3. New Payment: Triggered when a new payment is created in BUZ and allows the payment to be imported into the other system.

 

  1. New Lead: Triggered when a new lead is created in BUZ, allowing the lead to be imported into the other system.

Actions:

  1. Create Lead: This allows you to create a lead in BUZ on a trigger from another system.

 

We have not listed this in the public area yet - to get access to the BUZ organisation, click here.

 

Things to note.

Times need to be in 24hr format.

Generally, your form will be in DD-MM-YYYY or possibly MM-DD-YYYY, but it will need to be converted to the universal date-time format.

YYYY-MM-DD

This is an example of how we achieved this in Zapier

For Leads, there needs to be a start, start, end, and end date.

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