Hey Zap community! I need your help.
I use Square for all my appointments, charges, services etc… Whenever we charge someone, we attach that person specifically to the transaction to keep records.
We also have every one of our clients imported to Keap as well.
When someone completes a transaction in square, is it possible to tag that transaction in Keap?
Which Keap Zap app are you using?
@Troy Tessalone, Just basic Keap!
If you are trying to Tag a Contact in Keap, then you can use this Zap action: Keap - Tag Contact
Hey Troy! That’s where I’m running into the issue,
We connect each client to their transaction in square. I want that same client in square who was tagged, to also be tagged in Keap. So every transaction will connect with someone else. I’ve tried using the Custom list, but that doesn’t seem to work. Any work arounds?
It would be helpful if you could post full screenshots with how your Zap steps are currently configured to give us more context.
As well, outline a specific examples for us to trace the desired data flow from the inputs to the outputs.
Thank you so much for your help this far.
Square Tag is the first step in my Zap
Keap Tag is what happens once square tag is triggered
IMG-8928 is what our backend in square looks like when we are tagging clients in a transaction
IMG-8930 is the receipt that is connected to each client after their transaction.
I want to be able to tag a client the client in Keap with a specific tag once a transaction has been recorded in square for that specific client.
The Keap Contact field expects the Keap Contact ID, not the Square Customer ID.
You will need to add a Keap Find Contact step before to get the Keap Contact ID.
So to make sure I understand you correctly,
I need a second step like this? Then I can tag the client with a third step?
You first need to find the Keap Contact by email address.
Then you can update the Keap Contact using the Keap Contact ID from the previous step.
I have to apologize, I’m totally lost. If you were to build this out yourself, what would it look like?
@TheWellnessCenter! Hopefully I can shed some light here. 🙂
I hope you don’t mind if I back up a little. Troy mentioned this but the Keap Customer ID won’t be the same as the Square Customer ID.
So if we search Keap for a customer with a Square ID it will likely return an error and/or not be successful. We’ll need to search Keap for a value it knows, for example an email address (if that’s collected at time of payment 🤞🏽).
So your zap might look like:
This is test info in this screenshot but in this step you’ll need to map the Contact ID located from your “Find Contact” step:
Do you think this could work? Let us know - we’re happy to continue digging into this with you. 🤗
Use the ‘Custom’ option, then map the Customer ID (maybe just ID) from step 2.
Thank you for responding. I’m open to trying anything. I know we already have the customers email at the time of transaction. Do you think that by connecting the client to the transaction (which I believe would connect the email?) that it will start that automation process?
Please send screenshots with the output data points from Step 2.
Please send updated screenshots with how your Zap Step 3 is now configured.
Did you do this?
Here are my steps 2 and 3
Those steps look correct.
Have you tested?
I’m still waiting for my boss to upgrade my plan so I can have 3 step. Will test today.
Tested, It came up with an error. Saying it couldn’t find the client.
@TheWellnessCenter! Thanks for giving the test a shot and keeping us posted!
Did this error occur while you were testing in the zap setup? If so, I’m thinking the error may have something to do with the sample data being used in the zap. 🤔
Are you able to try loading in a new sample from Square? You can do that in your trigger step by selecting the “Test” section, clicking the Order drop down, and “Load More”. More on changing test data here:
Select a new sample, one where you know the customer already exists in Keap, and then retest your action again. Does it still come up with that error?
Let us know!