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You will need to create an API user inside of CheckoutChamp CRM with AWS listed as the IP Whitelist. Be sure to grant access to the necessary endpoints, shown below. |
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Setting up CheckoutChamp as a Trigger
Step 1 - Activate Zapier Plugin inside CRM
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Recurring Orders- triggers when a recurring order is billed inside CheckoutChamp
You can also optionally choose if the Zap should be specific for an Upsell purchase, and also /or if the Zap should only trigger if a specific campaignProductId is on the order. (optional)
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If If you chose New Transaction Event, select a campaign (or leave blank for all campaigns) and then choose one of the 2 order types (required)
Declines- which triggers when a transaction is declined in CheckoutChamp
Refunds- which is triggered triggers when a transaction is refunded in CheckoutChamp
You can optionally also choose if the decline or refund took place against a specific product. (optional)
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If you chose the New Customer Event then there is no Trigger step - move on to Testing the Zap.
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The final step is to set up your Actions, which is where you would set up your 3rd party app to receive information from CheckoutChamp.
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Setting up
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CheckoutChamp as an Action
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These instructions should only be followed if CheckoutChamp is in the Action set up of your Zap. If CheckoutChamp is the Trigger for your Zap, follow the instructions above. |
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