Connect Zapier to Allocadence

Prerequisites

• Must have a Zapier account
• Allocadence user role:  “Manage Integrations”.  Note: 3PL Client users are not able to directly initialize Zapier connections at this time from the Allocadence UI.  However, if a Client user has access to valid API keys, they can initialize a connection from the Zapier UI.

Zapier Integration Functionality  (updated 4/18/2023)

• Can trigger external Zapier events based on new Customer Orders in Allocadence
• Can trigger external Zapier events based on new Purchase Orders in Allocadence
• Can create Customer Orders in Allocadence based on events in any Zapier-supported app
• Can create Purchase Orders (POs) in Allocadence based on events in any Zapier-supported app

Update interval:

• Between 1-15 minutes.  The update interval is determined by Zapier and it is based on your plan tier.

Configuring the integration

1. If you have not yet generated API keys for the Allocadence API, you must do so first.
2. Navigate to Admin -> System -> Integrations and click the ‘Zapier’ tab.

   

3. If not already logged into Zapier, you will be prompted to log in.  Click the “Log in” button.

   

4. Once logged in, you’ll have an opportunity to use one of the preconfigured “Zaps” to popular applications, or you may create an entirely custom automation by clicking the “Create Zap” button.

   

For further assistance with Zap creation and specific capabilities, see the Zapier Help Center.