In order to set up the Zapier integration, you will need a few things first:

  1. A Zapier account --> You can sign up for one here if you don't already have one --> zapier.com. You will need the "Starter" plan for most of the functions you will want to do in the Spraye system.
  2. A Spraye subscription that includes the Zapier integration (if you are unsure if your Spraye subscription includes the Zapier integration, please reach out at support@spraye.io for more information)
  3. Knowledge around how to use Zapier. If you do not know how to use Zapier, it is best to hire a professional to help you set up your Zaps. Spraye also provides these services for a fee. You can reach out to us at support@spraye.io for more information.


If your subscription includes the Zapier integration, you will need to reach out to support@spraye.io to receive an invitation for access to our Spraye Zaps. In the email, please provide your email address that you used to sign up for Zapier. Once you receive the invite, you will now be able to use Spraye in Zapier for a set of "Triggers" and "Actions"

Note: You will not be able to search for the Spraye zaps on the main Zapier page but only on the zap creation page because the zaps are invite only.


In Zapier, a "Trigger" is essentially something that happens in one software that Zapier can then perform and "Action" in another. Here is an example: Someone fills our a lead form on your website (trigger). Your website form sends information to Zapier. Zapier than tells Spraye to add a new customer as a prospect in Spraye (action). 


Below are each of Spraye's Actions and Triggers in Zapier and how they work:


Actions

  • Create Customer
    • This Action creates a new customer in Spraye
      • Required fields
        • First Name
        • Last Name
        • Billing Address
        • City
        • State
        • Zip
        • Customer Status
  • Create Property
    • This Action creates a new customer in Spraye
      • Required fields
        • Property Name
        • Total Sq Feet
        • Property Address - Must be formatted as follows: [street address], [city], [state/territory abbreviation], [postal code]
        • City
        • State
        • Zip
        • Property Status
        • Customer ID
          • You can get this from the result of the "Create Customer" action
      • Note: it is a good idea to search for existing properties before performing the create customer or create property action. If that property is found, you can stop the zap.
  • Add Tag
    • Adds tag to a property
      • Required fields
        • Property ID
          • You can get this from the results of the "Create Property" action
        • Tag
          • You will want to enter a tag id here. You can find a tag id by using the "Search Tag" action
  • Assign Program
    • Adds a program to a property
      • Required fields
        • Property ID
          • You can get this from the results of the "Create Property" action
        • Program
          • You will want to enter a Program ID here. You can find a Program ID by using the "Search Program" action
  • Create Estimate
    • Adds an estimate to a property
      • Required fields
        • Property ID
          • You can get this from the results of the "Create Property" action
        • Customer ID
          • You can get this from the result of the "Create Customer" action
        • Estimate Date
        • Status
        • Program ID
          • You can find a Program ID by using the "Search Program" action
        • Program Pricing
          • If you want One-Time invoicing, you will need to enter the number 1 here. If you want pay as you go, you will need to enter the number 2 here.

Triggers

  • Customer Created
    • Triggered when a new customer is created in Spraye (note: this will not trigger if the customer is added via Zapier)
      • Data sent to Zapier
        • All customer information
  • Property Created
    • Triggered when a new property is created in Spraye (note: this will not trigger if the property is added via Zapier)
      • Data sent to Zapier
        • Property ID
        • Customer Email
        • Property Name
        • Property Address
        • Lat/Long
        • Yard Sq Feet
        • Grass Type
        • Service Area
  • Account Cancelled
    • Triggered when a property is cancelled
      • Data sent to Zapier
        • Customer Name
        • Customer Email
        • Property Address
        • Service Area
  • Program Assigned
    • Triggered when a program is added to a property in Spraye (note: this will not trigger if the program is added via Zapier)
      • Data sent to Zapier
        • Program ID
        • Program Name
        • Customer Email
  • Service Completed
    • Triggered when a service is completed at a property
      • Data sent to Zapier
        • Service Name
        • Customer Email
  • Tag Created
    • Triggered when a tag is added to a property (note: this will not trigger if the program is added via Zapier)
      • Data sent to Zapier
        • Property ID
        • Tag ID