This is a follow-up article from the Introduction to Zapier article.
Ready to connect your marketplace to Zapier? This article provides a step-by-step guide on how to set up your Zapier account and authenticate it with your Sharetribe credentials. While the previous article introduced the possibilities of automation, this guide ensures you have the technical foundation to make it happen.
Looking for specific workflows? Once you have completed this setup, you can learn more about actions and triggers, or directly start exploring our tutorials and templates to start automating your marketplace operations immediately.
Step 1: Set up your Zapier account
To begin with, you will need a Zapier account. Zapier offers different plans, including a free one that may be sufficient for your needs. You can visit Zapier's website and click on the "Sign Up" button to get started.
Once your account is set up, you'll find yourself in the Zapier dashboard. This is your control center where you'll create and manage your Zaps.
Step 2: Connect Zapier to your Sharetribe account
The next step is to connect your Sharetribe account to Zapier.
In your Zapier dashboard, click on "App Connections" from the left side menu.
Click on “+ Add connection” and in the window that appears, search for "Sharetribe" and select it.
A new window will open asking you to connect your Sharetribe account by entering your Client ID and Client Secret. The Client ID and Client Secret are your Sharetribe marketplace credentials.
Each environment in your marketplace (Live, Test, and Dev) has its own credentials. Make sure you are creating these credentials in the environment you want to use with your Zap.
You create the Client ID and Client Secret in your Console:
Navigate to Build > Advanced > Applications
Click on “+ Add a new application”
Give the application a descriptive name (like Zapier), and select ‘Integration API’.
Click ‘Add application’.
Voila! Now you have your Client ID and Client Secret to copy back into Zapier. You should also copy these details to a safe place, like a password manager.
Think of the Client ID and Secret as a sort of a password to your marketplace that can be used through other services. Note that you won’t be able to ever see the Client Secret to this application again in the Console under any circumstances. Make sure you copy it to a secure place. If you lose it, you will need to create a new application to get a new Client Secret.
Next, enter your Sharetribe credentials into Zapier. Click on "Authorize" to grant Zapier the necessary permissions. Once the authorization process is complete, your Sharetribe account will be connected to Zapier, and you can start creating Zaps to automate your tasks.
Done! You've now connected your marketplace to Zapier, and you're ready to start building automations.
Next steps
You can do a deeper dive into the Zapier integration and learn more about triggers and actions available in the Sharetribe-Zapier integration.
Or alternatively, check out our templates and tutorials for inspiration on guidance for automating your workflow.