Integrate your Local Line 2.0 account with other apps

You can integrate your Local Line account with thousands of apps to automate your workflows!

Visit the Zapier app marketplace and find the apps you want to pair with.

For example, you can connect Local Line and Mailchimp to automatically create a subscriber in Mailchimp when a new customer is registered on your storefront or added in your back office.

Or, you can connect Local Line and Quickbooks to automatically create a Quickbooks invoice when an order is placed.

Here’s how you can find what automations are possible with our Zapier integration: 

 

 

Note: Zaps that were created using a Local Line 1.0 account must be re-created in your 2.0 account. 

Sign up for a Zapier account

Zap components

Create a Zap automation

Automate store open and close times

Troubleshooting

Sign up for a Zapier account

To get started, sign up for a Zapier account by going here: https://zapier.com/sign-up/.

You can also install the Zapier Chrome extension which makes building and editing Zaps easier, and also makes suggestions for Zaps you might find helpful based on your web activity.

See Zapier's help center for more information on setting up your account and your Zap(s). For more support, you can also visit their community.

Zap components

Zap automations are made up of two elements:

• A trigger - this is an event in Local Line that starts the automation. Once you turn on a Zap, Zapier monitors for that trigger event. Learn more.
  • For example, one trigger you can use is "order updated". This includes all updates to an order. Marking an order fulfilled and paid triggers upon click, but other updates (like changes to order line items, payment or fulfillment details, or adding notes) only trigger when you hit the Save button.
• An action - An action is an event your Zap performs in the paired app when your trigger event occurs. Learn more.
  • For example, one action you can apply is to close your store. This is done by integrating your Local Line account with Google Calendar where you can schedule that event. This template shows how to set that up. (You must have a Zapier account to access the template).

You can find which triggers and actions are available on the Local Line page in the Zapier app marketplace.

To understand what is possible for a given automation and what the app you are connecting Local Line with can do, visit their page in the Zapier app marketplace using their search and view their triggers and actions.

When you are building your zap, the settings you see on screen and are prompted to fill out represent what fields can be mapped to to produce a given automation.

Create a Zap automation

You may also find the Zapier help article on how to create Zaps helpful.

1. From the Zapier Home screen, click + Create Zap.
2. Use the search bar to find Local Line and then click to select it. 
3. Click the version labeled Latest.
4. Choose an Event from the dropdown list. This event triggers the automation. 
   1. For example, Customer Created.
5. Click Continue.
6. Click Sign in to enter your Local Line login details, so Zapier can connect to it.
7. After your Local Line account is connected you are prompted to test the trigger.  Click
   Test trigger. A green checkmark is displayed when the test is successful. If you receive an error instead, it explains why the test failed, how to fix it, and typically includes a link to the Zapier help center with more information. If you cannot resolve the error, contact Zapier support. 
8. Click Continue.
9. Use the search bar to find and select the app you want to pair your Local Line account with. 
   • For example, Mailchimp.
10. Choose an Event from the dropdown menu. This is the action that is performed when the trigger event is detected. 
    • For example, Add/Update a Subscriber.
11. Click Continue.
12. Click Sign in to enter your login details for the pairing app, so Zapier can connect to it.
13. Click Continue.

14. Set the action details. The details you are prompted to enter will vary depending on which app you are pairing with. In most cases, you are prompted to specify details from both of the apps you are pairing. Use the on-screen help text and links that explain further.
    • For example, when pairing Local Line and Mailchimp you are prompted to specify which Mailchimp Audience, Group and Tags to apply to new subscribers. And you are also prompted to select from a dropdown list which Local Line fields to use for fields like Email, First/Last Name, etc.
15. Click Continue.
16. Click Test action. A green checkmark is displayed when the test is successful. If you receive an error instead, it explains why the test failed, how to fix it, and typically includes a link to the Zapier help center with more information. If you cannot resolve the error, contact Zapier support. 
17. Click Publish Zap.

18. Click Publish again to confirm. You know your Zap is live when you see the On status at the top of your screen.

Example zap - Automate store open and close times

Take these simple steps to automate your store open and close times.

Before you create your zap, add an event to your Google calendar by clicking the time slot and include the term “open”.

Then, take these steps to create your Zap automation.

To automate your store closing, take the same steps except use the term “close” in your Google calendar event, and specify the “store closed” event in the Local Line settings section of your Zap.

You can also give these templates a try:

Automate store open

Automate store closed

Troubleshooting

If something goes wrong with your Zap, a warning is displayed in the Warnings column next to the Zap on your Home screen.

Information about the issue and how to resolve it is available from the warning message, but you can also search the Zapier help center for “Common problems with [app name]” to find a resource that explains all common warnings with detailed instructions on how to resolve them. 

If you are unable to resolve the issue, contact Zapier support.