In this tutorial, you will learn how to create and configure a connection between CopeCart and Shopify via Zapier.
To make Zapier know it should "listen" to your product sale process, you need to create a Webhook. In other words, you need to establish a mechanism of notifying the system that something had happened.
To do that, go to your Zapier account and follow the next steps:
- Go to the Zaps menu.
- Click on a Make a New Zap button.
- Scroll down to the Built-In Apps list and select an option Webhooks by Zapier.
- Choose Catch Hook as a trigger event and click on Continue.
What you just did is created a Webhook Endpoint. It is a unique address where the specific messages will be sent to when some action happens.
Next, you need to configure an IPN connection between Zapier and CopeCart so that every time when the product is purchased, CopeCart would send a notification to the Webhook Endpoint.
To do that, open your CopeCart home page in a new tab, click on your username in the upper-right corner, and proceed to the IPN connections:
Create and name a new Generic IPN integration:
Now you need to tell CopeCart to send notifications to the Webhook Endpoint you have created at Zapier. To do that, simply copy the Webhook URL from Zapier to the Notification URL field at CopeCart, enter a key, and press Save changes:
Go to the Product edit page and enable an IPN integration with Zapier:
Then, go to the product Checkout page and proceed to Test order—fill in the fields with whatever user information you want, select a payment plan and Test payment option, and click on the Order now button:
You have just completed a test order. Now, switch back to Zapier and proceed to the next step by clicking on the Continue button. You will be redirected to the test step. We strongly recommend you to proceed to test by clicking on Test & Continue. If the integration between CopeCart and Zapier works, you will be redirected to the next step:
Next, you should configure an interface between Zapier and Shopify. To do that, follow the next steps:
- Select a Shopify App.
- Choose an Event that will be triggered by purchase at CopeCart.
In this example, an option Create Order is used. You can choose any other option, naturally. Click on the Continue button.
- Select a Shopify account to integrate it with Zapier and click on the Continue button.
Next, you should customize the order with parameters extracted from the received IPN message. Select the required parameters from the drop-down lists and click on the Continue button:
Proceed with the test step to check if the connection between Zapier and Shopify works as expected. If there are no errors, a corresponding message appears:
Now you can switch back to Shopify to check the order that a Zapier had placed at your Shopify account:
Also, you can have a look at a timeline where all order logs are stored.
In this example, an order was manually marked as paid since the payment was processed not by Shopify.