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  • Section: General
  • Last updated: Nov. 23, 2021, 9:13 a.m.

Integrating Zapier with AccountEdge Connect

Integrating Zapier with AEC

What do I need to get started?

• You'll need a subscription to AccountEdge Connect and a Zapier account.

Is there a charge for integrating Zapier with AccountEdge Connect?

• Just the cost of the AccountEdge Connect account and your Zapier account. No additional fees apply to use the integration.

Will a free Zapier account work?

• Yes, it's a great place to start, but you can only create five free Zaps and no multi-step Zaps.

Are there templates I can use to get started?

• Yes, on our Zapier landing page there are a series of templates you can use, or build your own Zaps.

What Triggers does AccountEdge Connect support?

Triggers:

• Customer

• Lead

• Vendor

• Get Customer

• Update Customer

• Item Sale

• Get Employee

• Get Activity

• Get Card

What Actions does AccountEdge Connect support?

Actions:

• Customer

• Lead

• Vendor

• Sale - Item Quote or Order

• Time Activity

• Update Card

• Customer Search

• Vendor Search

• Account Search

• Sale Search

• Item Search

Does Zapier connect directly to AccountEdge Pro on my desktop?

• No. Zapier only integrates with web-based apps, so it works with AccountEdge Connect.

Where can I learn more about using Zapier?

• Zapier has a wealth of support options and terrific videos in their Zapier University series. From their home page, select Resources from the top menu bar to view all their options.

Will support be able to teach me how to use Zapier and AccountEdge Connect?

• AccountEdge support will be able to make sure you've connected your Zapier account to your AccountEdge Connect account and explain the various Triggers and Actions.