Zapier & Bold Subscriptions Integration


Pro Tip

We recommend keeping your Shopify store admin open in another tab while working on this guide. There are a few steps that require you to switch between Zapier and Bold Subscriptions' admins.

Bold Subscriptions is integrated with Zapier to provide you with the flexibility to create custom webhooks.

Zapier allows you to create "zaps" that can pass information from your subscription events through to other channels.

Note: This integration requires a Zapier account to work correctly. Please visit Zapier's website for more information on how to sign up for an account.

To integrate Zapier with Subscriptions, please follow these steps:

  1. Navigate to Zapier's homepage.
  2. Select Log In.

    Select Log In

  3. Enter your email address.

    Enter Email Address

  4. Select Continue.

    Select Continue

  5. Enter your password.

    Enter Password

  6. Select Continue.

    Select Continue

  7. Select Make a Zap!

    Select Make a Zap!

  8. Select Webhooks.

    Select Webhooks

  9. Select Catch Hook.

    Select Catch Hook

  10. Select Save + Continue.

    Select Save + Continue

  11. Select Copy.

    Note: Navigate to your Shopify admin tab.

    Select Copy

  12. From Shopify's admin, select Apps.

    Select Apps

  13. Select Recurring Orders & Subscriptions by Bold.

    Select Recurring Orders

  14. Select Integrations, then Webhooks.

    Select Integrations/Webhooks

  15. Select Add Webhook.

    Select Add Webhook

  16. Under "Enter your Zapier webhook URL", paste the URL you copied in Step 11.

    Enter Webhook URL

  17. Select the event you would like to track.

    Note: We strongly recommend selecting one event per webhook. Selecting multiple events for one webhook can result in receiving confusing and/or conflicting information from the hook.

    Select Subscription/Order Events

  18. Select Continue.

    Select Continue

  19. Select the ellipsis beside your webhook.

    Select Ellipsis

  20. Select Test webhook notifications.

    Select Test Webhook Notifications

  21. Select Send notification.

    Note: The screen should indicate that this action was performed successfully. Navigate back to your Zapier tab once this has been completed.

    Select Send Notification

  22. From Zapier's admin, select Ok, I did this.

    Note: It may take a few seconds for Zapier to retrieve this test data correctly.

    Select OK, I Did This

  23. Select Continue.

    Note: Select the downwards arrow to view the information that has been included in the webhook.

    Select Continue

  24. Select Add a Step.

    Select Add A Step

  25. Select Action/Search.

    Select Action/Search

  26. Select SMS.

    Note: The example we're creating in this guide will send an SMS to you whenever a customer creates a new subscription. However, Zapier supports many different webhook integrations. Please visit Webhooks Integrations (links to Zapier) for more information. Some Zapier integrations have limits on traffic which may require you to build a custom webhooks solution.

    Select SMS

  27. Select Save + Continue.

    Select Save + Continue

  28. Select Connect an Account.

    Note: This will redirect you to another tab.

    Select Connect An Account

  29. Enter your mobile number.

    Enter Phone Number

  30. Under "Confirm via SMS or Call?", select Sms.

    Select SMS Confirmation

  31. Select Send PIN.

    Note: Zapier will send a confirmation PIN to the phone number you entered in Step 29.

    Select Send PIN

  32. Enter the PIN number sent to you in Step 31.

    Enter PIN Number

  33. Select Yes, Continue.

    Note: You should be redirected back to your Zapier admin.

    Select Yes, Continue

  34. Select Continue.

    Note: You can select Test to verify that your account has been set up correctly.

    Select Continue

  35. Select the From Number.

    Select From Number

  36. Enter a Message.

    Note: You can include additional information, pulled from the webhook, by selecting the hamburger menu icon.

    Enter Message

  37. Select Continue.

    Select Continue

  38. Select Send Test To SMS by Zapier.

    Note: Zapier will display a confirmation banner if the test was successful.

    Select Send Test To SMS by Zapier

  39. Select Finish.

    Select Finish

That's it!

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