(Looking for an integration via BenchmarkONE's API? {for advanced users} Check this out)

-- To learn how to set up and use Zapier with BenchmarkONE, you can view a quick video here or read an article here.

With any of the ECommerce solutions listed on Zapier you will be able to trigger the below Actions in BenchmarkONE (BenchmarkONE can only be on the "trigger" side of the Zap):

  • Create/Update a Contact - this will create a new contact in BenchmarkONE or update an existing contact
  • Add a Tag - this action will create a contact (if one doesn’t already exist in BenchmarkONE) and add a tag to their record.

*TIP: By setting up a Tag Rule, you have access to all the automation functionality within BenchmarkONE.

Check out some common Zaps below:

Shopify

Shopify (Action):

  • You add a New Customer
  • A New Order is paid
  • A new order is cancelled

BenchmarkONE (Trigger) -

  • Create a Contact only
  • Add a Tag (also creates a contact)

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BigCommerce 

In BigCommerce (Action) -

  • A New Customer is Added
  • A New Order is Placed

BenchmarkONE (Trigger) -

  • Create a Contact only
  • Add a Tag (also creates a Contact)

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QuickBooks

In QuickBooks (Action) - 

  • A New Vendor is added
  • A New Estimate is added
  • A New Customer is added
  • A New Account is added
  • A New Sales Receipt is added
  • A New Invoice is added

BenchmarkONE (Trigger) -

  • Create a Contact only
  • Add a Tag (also creates a Contact)

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WooCommerce

In WooCommerce (Action) -

  • An Order is Paid (changes status to Processing)
  • A subscription is created
  • A subscription is renewed 

BenchmarkONE (Trigger) -

  • Create a Contact only
  • Add a Tag (also creates a Contact)

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You can also create contacts, and tag through Zapier connected applications like Stripe and Paypal

Notes about our Integrations through Zapier:

  • BenchmarkONE's API is "one-directional" meaning that we ONLY receive data - we cannot send data to other systems.
  • Zapier is a "pay by integration" system so you will incur a small cost to create more than 5 connections. For their pricing structure: click here.
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