Integrating to Flourish via Zapier
Zapier is a powerful tool that can be used to connect all the tools you use every day and automate workflows.
First, you need a Zapier account to integrate with Flourish Software.
To request access, please email support@flourishsoftware.com and let us know the email you use for your Zapier account. We will send you an invite to the email you send us.
Once you have access, you can authenticate using an external API key. Please follow our help doc to generate an external API key.
After generating, use the username and password on the user profile to authenticate:
Examples of workflows that can currently be supported:
Order Invoice Sync
- Ship an order out of Flourish
- Zapier picks up the order details and sends it to your CRM
- Report on sales alongside opportunities and other sales activities
Retail Customer Creation
- The customer creates a new account on your e-commerce website (i.e. WooCommerce, Shopify, etc)
- Retail Customer is created automatically in Flourish
Retail Order Creation
- Customer places an order on your e-commerce website (i.e. WooCommerce, Shopify, etc)
- Retail Order is created automatically in Flourish
- Retail Order is completed in Flourish
- Order is marked as completed on your e-commerce website
Happy Zapping!