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Best answer

How to integrate our ERP application with Zapier

  • 21 December 2021
  • 5 replies
  • 341 views
J

Hi.

We are the creators of an ERP application.  We have never looked at Zapier until now.

One of our customers wants us to push sales transactions (preferably in real time) from our ERP system into Zapier. 

Option #A - Push out from our ERP in real-time

We have the ability to create a hook in our system to push our transactions out, flag the transactions as sent, and if there is a failure then attempt to resend every X minutes any transactions not flagged as sent. 

Question 1) please provide links on how to do this?

Option #B - Use a schedule mechanism in Zapier

I suspect there is a way to set up a scheduled mechanism in Zapier that runs say every 15 minutes and looks for new transactions in our system. We have an Rest API wtih a GET call that can return all transactions and details that have been created in last X minutes (result set can be flat file CSV or JSON).

Question 2) Please provide links on how to do this?

Question 3) How does Zapier deal with multiple transactions in say a flat file result?

Question 4) How does Zapier tell our system that it needs to retrieve sales invoices that have occurred in the last 15 minutes?

Question 5) What happens if our system is uncontactable for 30 minutes?

Question 6) How does Zapier prevent retrieving the same transaction twice?

Option #C -  Register our App with Zapier and define triggers (maybe same as B)?

This confuses me.  

Question 7) How do we register our triggers (eg a new sales transaction) with Zapier?

Question 8) How can Zapier trigger an event (eg a new Sale) when it is our system that initiates the transaction? 

Question 9) How do filters work?  (ie how do you tell Zapier to only retrieve sales invoice transactions and not other types of transactions)?

Question 10) How do we register our App with Zapier?

icon

Best answer by Troy Tessalone 21 December 2021, 05:53

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @justinlane

Option #A - Push out from our ERP in real-time

We have the ability to create a hook in our system to push our transactions out, flag the transactions as sent, and if there is a failure then attempt to resend every X minutes any transactions not flagged as sent. 

Question 1) please provide links on how to do this?

 

###

 

Zap Webhooks app can be used by your clients as a Zap trigger in their Zap account for this: https://zapier.com/apps/webhook/help

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@justinlane

Option #C -  Register our App with Zapier and define triggers (maybe same as B)?

This confuses me.  

Question 7) How do we register our triggers (eg a new sales transaction) with Zapier?

Question 8) How can Zapier trigger an event (eg a new Sale) when it is our system that initiates the transaction? 

Question 9) How do filters work?  (ie how do you tell Zapier to only retrieve sales invoice transactions and not other types of transactions)?

Question 10) How do we register our App with Zapier?

 

###

 

If you’re looking to create a Zap integration for your app, then that can be built on the Zapier Platform: https://zapier.com/platform

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@justinlane

Option #B - Use a schedule mechanism in Zapier

I suspect there is a way to set up a scheduled mechanism in Zapier that runs say every 15 minutes and looks for new transactions in our system. We have an Rest API wtih a GET call that can return all transactions and details that have been created in last X minutes (result set can be flat file CSV or JSON).

Question 2) Please provide links on how to do this?

Question 3) How does Zapier deal with multiple transactions in say a flat file result?

Question 4) How does Zapier tell our system that it needs to retrieve sales invoices that have occurred in the last 15 minutes?

Question 5) What happens if our system is uncontactable for 30 minutes?

Question 6) How does Zapier prevent retrieving the same transaction twice?

 

###

 

If your app has an API, then a Zapier account user can create a Zap that leverages the API via one of these apps…

Code (JavaScript/Python): https://zapier.com/apps/code/help

Webhooks (as an action): https://zapier.com/apps/webhook/help

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J

Thank you all.  We will see how we go with those responses.

Z
Userlevel 7
Badge +9

It sounds like what your client is asking for is an actual Zapier integration for your product. This will be a ton easier for them than cobbling together API calls on their own with the Webhooks by Zapier app. 

 

Our platform is open. It’s free. You can choose to publish an official integration for all Zapier users to discover and use, or you can keep it private and simply share it directly with your clients. There’s a UI tool that makes it easy to get started and a CLI tool that you can later move to which makes it easier for teams to collaborate on the project long term. 

 

You can build and publish triggers that consume hook events pushed from your server, or a polling trigger where Zapier pulls data and looks for new records. Zapier handles the polling schedule and all the deduplicating logic. 

You’ll be able to build in authentication handing to make it easy for your users to log into your API from Zapier - a limitation they may run into trying to interact with your API via the Webhooks by Zapier app. 

With this your product, its triggers, and actions, will show up in the Zap editor just like every other app in our directory - whether you choose to publish it, or share it privately.

I’d encourage you to evaluate that option, and bring any questions you have along the way back to this community and we’ll help you get up and running. 

 

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