Learn how to set up and use Zapier integration to automate shopping list orders from Flipsnack, using Google Sheets as an exemple. Simplify your ordering process.
You can now gather and manage your orders from flipbooks within spreadsheets using Zapier. This way you can have a centralized location for orders, making it easier to manage your orders.
Note: Zapier integration is available starting with the Business plan.
Follow these steps to set up the Zapier integration:
Step 1: Create the flipbook and set up the shopping list
Log in to your Flipsnack account and create a flipbook by uploading a PDF or creating it from scratch. Then, you must add a shopping list and publish your flipbook, which can be found in Zapier. This article will guide you on how to use the shopping list feature.
Step 2: Obtain your API key from Flipsnack
- From the main dashboard, go to Settings, in the lower left corner.
- Click on Integrations.
- Locate the API key for Zapier specific to your workspace, click on the Copy icon, next to the code, to copy this key as you will need it for the next steps.
Step 3: Set up a Zap in Zapier
- Go to Zapier and create or log in to your existing account.
- Once logged in, click on the Create Zap button in the top left corner and select Zaps from the newly opened dropdown menu.
- A new page in the editor will open. Click on the first step, called Trigger. In the search apps modal, type "Flipsnack" and click on the first result, as in the image below.
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In the left panel, click on Event input, and a dropdown will appear with all the Flipsnack events. Choose New Shopping List Order.
Click on the Continue button and move to the Account tab.
- When prompted, log in to your Flipsnack account. In the newly opened window, paste the API key obtained in Step 2 and click Yes, Continue to Flipsnack.
Now click on the Continue button and move on to the Trigger tab. - Here, you must select the flipbook to which you added the shopping list in Step 1 or an existing catalog you have with the shopping list. If you can't find it with the search function. You need to load more results by scrolling down until you see the Load more button.
- Click Continue and move to the Test tab. You must test the Zap to ensure everything is set up correctly. Click on Test trigger button. The test is successful if the green checkmark appears.
Next, click on the Continue with selected record, and then you need to choose a destination app and event.
Step 4: Choose a destination app - Google Sheets
- After setting up the trigger, you must select an app where you want the lead form data to be sent. For example, you can choose to connect with a Google Sheets to keep track of your orders in real-time.
Note: If you want to export your shopping list information to a different CRM (HubSpot, SalesForce, etc.) you can choose from all the available apps in Zapier.
1. Before clicking Continue, you need to make sure that you have the spreadsheet created and ready in your Google Drive, with the information you want to collect. Name the spreadsheet something easy to find and remember, as you'll need to locate it later.
Important: When formatting your worksheet, create column headers with the desired statistics you want to add, and assign titles such as Email, Product, Code, and Price. Each statistic you want to track should have its own column. This setup helps Zapier map the data correctly, as shown in the image below
2. After selecting Google Sheets, on the App&event tab click on the Events dropdown menu. From the options that appear, choose Create Multiple Spreadsheets.
3. After that, click on Continue and then go to the Account tab where you will have to login to your Google account. Once logged in, move to the Action tab. Here, you'll select your Google Drive, the specific spreadsheet, and the worksheet you want to use.
Step 4: Map the data
Next, under the Rows section, you'll need to map the column headers from your spreadsheet to the corresponding data fields. For instance, map the Email to Email Address, Product to the Order items field, and so forth. The column headers will be displayed here to help you map each one easily.
Note: After mapping the data, select the correct row. The first row usually contains column titles, so for the first link, choose the second row where the data begins. Your spreadsheet will then automatically populate with orders as you receive them in Flipsnack.
Next, in the Test tab, you can click Skip test or Test step. We recommend selecting Test step to ensure everything is functioning correctly. The test is successful if the green checkmark appears. Afterward, click Publish.
This is how you can automate the flow of trackable links' statistics from Flipsnack to your preferred third-party applications, enhancing your workflow efficiency.
More integrations
Additionally, you can set up receiving email notifications for new lead form submissions or automatically centralize all leads in your CRM, such as HubSpot, whenever a new lead is collected from your flipbook.
And we're not stopping here! Would you like to export a particular event from Flipsnack to Zapier? Let us know by filling out this form.
Please contact us via live chat if you have any questions or suggestions.