Shipzy now integrates with Zapier, allowing exporters to connect their export operations with popular CRM, accounting, communication and productivity tools.
Automate data movement between Shipzy and your existing business applications without repetitive manual entry.
What Can You Automate?
- Create customers automatically : Create a Shipzy customer when a new account is added to your CRM.
- Create export orders : Create an export order when a deal is marked as won.
- Sync buyer and product information : Keep customer and product data in sync across applications.
- Send shipment updates : Send shipment updates through WhatsApp or email.
- Store export documents : Store export documents in Google Drive or OneDrive.
- Notify your team : Notify your team when an order or shipment status changes.
Popular Exporter-Focused Integrations
- Zoho CRM + Shipzy : When a deal is marked as Won in Zoho CRM, automatically create the buyer or export order in Shipzy.
- Salesforce + Shipzy : Send confirmed customer and sales information from Salesforce to Shipzy for export order processing.
- Microsoft Dynamics 365 CRM + Shipzy : Connect your sales pipeline with export operations and reduce duplicate customer and order entry.
- Zoho Books + Shipzy : Sync relevant customer, item or invoice information between Zoho Books and Shipzy.
- WhatsApp Business + Shipzy : Automatically send approved shipment updates, document notifications or payment reminders.
- Microsoft Outlook or Gmail + Shipzy : Send export documents and notifications when a selected event occurs in Shipzy.
- Google Drive or OneDrive + Shipzy : Automatically organise and store invoices, packing lists and shipment-related documents.
Example Workflow
Deal marked as Won in CRM
↓
Create buyer or export order in Shipzy
↓
Store export documents in Google Drive
↓
Send notification through WhatsApp Business
Benefits
- Reduce duplicate data entry
- Connect sales and export operations
- Improve coordination between teams
- Automate repetitive activities
- Reduce manual errors
- Keep business information updated across applications
How It Works
- Step 1 : Go to Master Settings → Settings → Third Party Config. → Zapier Integration.
Step 2 : Click Connect with Zapier.
Step 3 : Sign in to your Zapier account (or create one if you don't have an account).
Step 4 : Authorize Zapier to access your Shipzy account.
Step 5 : In Zapier, create a new Zap.
Step 6 : Select Shipzy as the Trigger or Action app.
Step 7 : Choose the second application, such as Zoho CRM, Zoho Books, Salesforce, WhatsApp Business, or any Tool.
Step 8 : Map the required fields between Shipzy and the selected application.
Step 9 : Test the workflow and publish your Zap.
Your automation is now ready to run automatically.
Frequently Asked Questions
- What is Zapier?
Zapier is an automation platform that connects different business applications and allows data to move between them automatically.
- Do I need coding knowledge?
No. Most workflows can be configured without coding.
- Which applications can I connect with Shipzy?
You can connect Shipzy with supported CRM, accounting, communication, storage and production applications available on Zapier.
- Can I connect Zoho CRM with Shipzy?
Yes. For example, a won deal in Zoho CRM can trigger customer or order creation in Shipzy, based on the available Shipzy triggers and actions.
- Can I connect Zoho Books with Shipzy?
Yes. Supported data and workflows will depend on the triggers and actions available in both applications.
- Can Shipzy send WhatsApp messages through Zapier?
Shipzy events can be connected with supported WhatsApp Business workflows available through Zapier.
- Can I create custom workflows?
Yes. You can combine multiple supported applications and actions to create workflows based on your business process.