Zapier

What is Zapier?

  • Zapier is an iPaaS - Integration Platform as a Service

  • It's an online platform which will allow you to simplify the integration of software systems.

  • It will allow a customer to build their own integration between two or more software systems, like a self-service approach with low code or no code. It's an ideal approach for less technical users.

  • See https://zapier.com/apps

Note

At present, the iplicit App is private in Zapier.

If you are interested in using Zapier with iplicit, please contact Customer support via support@iplicit.com.

There will be an additional cost associated with the use of Zapier.

Terminology

  • App:

    • Allows Zapier user to connect Zapier to a software system.

    • An iplicit Zapier App has been created.

  • Trigger:

    • An event defined by an App.

    • Starts a Workflow in Zapier.

  • Action:

    • Defined by an App.

    • Finds: Read data from connected system.

    • Creates: Write data to connected system.

  • Zap:

    • Zapier's name for a Workflow.

    • A Trigger + Actions.

    • Customers can create Zaps using iplicit's App.

When is Zapier a good fit?

  • Customer lacks in-house development skills

  • Simpler integration requirements

  • Third-party integration provider is excessive.

  • App exists for the other system(s).

  • Other App has suitable Triggers/Actions.

Event actions iplicit supports through Zapier

  • Create Events

    • Create Bank Transaction
    • Create Customer
    • Create Document
    • Create Supplier
    • Submit Document

  • Search Events

    • Find Customer
    • Find Customers
    • Find Supplier
    • Find Suppliers
    • Run Enquiry

How a customer connects to the iplicit Zapier app

Prerequisites

Before connecting, the customer must have:

  • A Zapier account (their own).

  • An iplicit API licence enabled.

Create an API Key in iplicit

In iplicit, go to User Accounts -

  • Create a dedicated Zapier user.

  • Generate an API key against that user.

Get access to the iplicit Zapier app

  • The customer must provide their Zapier account email.

  • iplicit sends an invitation to the private iplicit Zapier app.

    Note

    The app is not public, so access is controlled via the invitation.

Connect the app in Zapier

Once invited:

  • The Customer selects the iplicit app in Zapier.

  • When prompted, they enter their API key.

  • This establishes the connection between Zapier and iplicit.


Updated June 2026