Zru is now on Zapier! Connect your favorite apps and automate your work

We are excited to announce that Zru is now part of the Zapier platform, allowing you to integrate our payment solution with a variety of popular apps.This integration helps automate tasks and optimize payment management without manual effort, connecting Zru with tools you already use.

What is Zapier?

Zapier is a platform that allows you to connect apps and automate workflows between them without needing technical knowledge. With Zru’s integration, you can set up "Zaps" (automatic actions) to handle repetitive tasks quickly and efficiently.

What can you do with the Zru integration in Zapier?

With this integration, you can connect Zru to tools like HubSpot, Holded, Slack, Asana, and more. Here are three practical examples of how to use this feature:

1. Automatically create and send an invoice through your favorite ERP when you receive a payment in Zru:

Suppose you receive a payment through Zru and need it registered in your accounting system or ERP (like Holded). With Zapier, you can set up a Zap that detects a payment in Zru and automatically sends the payment details to your ERP to generate the corresponding invoice.

How to do it:

• Step 1: Connect Zru to Zapier using your credentials and select the "Sale Created" trigger in Zru.
• Step 2: Connect your ERP (e.g., Holded) to Zapier and select the “Create Sales Invoice” action.
• Step 3: Define which data to send from Zru to your ERP (like amount, client, date, etc.).

Done! Every time you receive a payment in Zru, Zapier will automatically generate the invoice in your ERP.

2. Automatically create a transaction in Zru and send a payment link when you add a client to your CRM:

If you’re using a CRM like HubSpot, you can automate the creation of a transaction and send a payment link to a newly added client. This is perfect for ensuring you don't miss any payments.

How to do it:

• Step 1: Connect your CRM (e.g., HubSpot) to Zapier and select the "New Contact" trigger.
• Step 2: Connect Zru to Zapier and select the "Create Transaction" action.
• Step 3: Create the transaction in Zru based on the contact data.
• Step 4: Send the payment link through your preferred method (e.g., Mailchimp).

3. Automatically receive notifications in Slack or Asana when a payment is registered in Zru:

Keep your team informed in real-time every time a payment is registered in Zru. You can set up a Zap to send an automatic notification to a Slack channel or create a new task in Asana to ensure everyone is up to date on financial movements.

How to do it:

• Step 1: Connect Zru to Zapier using your credentials and select the "Sale Created" trigger.
• Step 2: Connect Slack or Asana to Zapier and select the “Send Channel Message” action (for Slack) or “Create Task” (for Asana).
• Step 3: Customize the message or task to include details like the payment amount, client name, etc.

Done! Each time a payment is registered in Zru, Zapier will automatically send a notification to your Slack channel or create a new task in Asana.

Need help?

If you have any questions about setting up these integrations or need assistance with the implementation, feel free to schedule a meeting with our team. We’ll be happy to guide you through each step so you can make the most of the Zru-Zapier integration.

Schedule your meeting here.