Best answer

Do I need to upgrade my plan?

  • 12 May 2022
  • 5 replies
  • 167 views

Hi there,

I am just beginning and a wanting to set up a Zapier between Sutra (my online booking system) and Mailchimp.

This is what I need it to do:
Whenever anyone purchases something in Sutra, it tags my client in Mail chimp for that unique purchase. I have set up my Zapier account and connected to Sutra and Mailchimp no problem. I have been able to create a zap for a new purchase but can't see where to instruct it to be for a specific purchase - not just a new purchase in general - is this possible?
For eg: when someone purchases my online course, I want them to be tagged in Mailchimp for that specific course and kept separate for eg from someone that purchases a 10 concession pass and so on. I want all my different offerings tagged separately in Mailchimp.

Is it because I am on a free account - do I need to upgrade?  I am a small biz and work alone and don’t have a big volume of clients.

Thanks for your help

Jennie

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Best answer by Troy Tessalone 12 May 2022, 05:00

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5 replies

Userlevel 7
Badge +14

Hi @Jen The Adaptive Yogi 

Good question.

 

You can try mapping the desired Item name to the Tags field using the ‘custom’ option.

 

OR

 

Try adding a Filter as Step 2 in your Zap: https://zapier.com/apps/filter/help

Repeat for each Product as it’s own Zap.

 

Thankyou - can I do these possible actions on a free account?  Or do I need to upgrade?

Userlevel 7
Badge +14

@Jen The Adaptive Yogi 

Sutra doesn’t have a Zap app: https://zapier.com/apps

I wasn’t able to find other GSearches related to Sutra and Zapier.

 

If you use a Filter in a Zap then that will require a Zapier paid plan since Zaps with 3+ steps require paid plans.

Thankyou - Sutra is there - I’m connected to it!  Sutra Fitness (1.0.0) is the full name
ANYWAY

You answered my queston - thanks so much - looks like I need to upgrade!

thanks

Userlevel 7
Badge +14

@Jen The Adaptive Yogi 

Perhaps Sutra is a private Zap app, which is why it’s not listed as a public app here: https://zapier.com/apps