Optimize your store's search and discovery by syncing your Swell data with Algolia's search tools. Once you've connected Swell to Algolia, you can implement a variety of different search functionalities and choose from Algolia's pre-built UI fields for your Swell store. Algolia will seamlessly index your Swell data for products, categories, and custom content to provide quick, accurate search results in your storefront.
Use Algolia's API and production-ready UI library to customize the search interface of your Swell storefront. InstantSearch allows dynamic results and features filtering and sorting for refining results—all while executing with lightning speeds.
Offer customers autocomplete experiences with a dynamic search interface that provides real-time suggestions for customer inputs. Autocomplete assists with content discovery and seamlessly utilizes InstantSearch for further customization.
To integrate your Algolia account with Swell, you will need two things from Algolia: your Application ID and your Admin API key.
To activate the integration, Navigate to Integrations from the Swell dashboard and click Enable in the Algolia integration tile.
From the pop-up modal, click the link to access your Algolia API keys. Copy and paste the Application ID and Admin API key into their designated fields, then click Save.
Upon successful integration, you will see a green Enabled badge on the Algolia integrations tile. You can now use your Swell data in Algolia.
Avalara AvaTax is a cloud-based solution that automates transaction tax calculations and the tax filing process. It provides real-time tax calculation using tax content from more than 12,000 US taxing jurisdictions and over 200 countries—ensuring your transaction tax is calculated with the most current tax rules.
The integration supports the use for both production and sandbox Avalara accounts. Production mode is meant for stores that are ready to sell products and utilize the Avalara AvaTax integration in a live ecommerce environment with actual transactions. The Sandbox mode is intended for testing and configuration purposes before the environment is live.
Generally, when signing up with Avalara, you will be given a production account—which cannot be used in sandbox mode for the Swell integration.
You will need to explicitly request a sandbox account for testing purposes during the signup process to use the Sandbox mode.
Activate the integration by navigating to the Integrations tab in the Swell dashboard. Click Enable on the Avalara AvaTax integration tile. Choose Production or Sandbox based on your account and needs, and enter your Avalara AvaTax account information, including:
- Your Company code
- Your Avalara AvaTax Account ID
- Your Avalara AvaTax License Key
This information can be found within your Avalara dashboard and settings.
Once you have entered your information, click Enable to finalize the integration—and you’re all set. You will be able to utilize the integration within your Swell store.
To assign tax codes to products, select a product from the Products tab in the dashboard and enter the tax code in the dedicated Tax code field. Once you have entered the tax code, press Save to update the product.
Swell shipping methods can also utilize the Avalara AvaTax codes. Add codes to shipping services by navigating to the Settings > Shipping from the dashboard. When creating or editing a shipping method, enter it in the Tax code field and press Save.
Contentful is a content management system that aggregates, structures, and delivers content across an organization’s digital footprint. It has flexible APIs that enable businesses to build engaging experiences across markets and channels. This integration lets you link your products on Swell to Contentful entries—as well as browse and preview your Swell products in Contentful.
The installation of this integration is done from the Contentful Marketplace (which is also linked from the Contentful integration tile on the Swell dashboard’s Integrations tab). Click on Install now to initiate the setup.
If you are not already signed in to your Contentful account, you will be prompted to do so before continuing the integration flow.
Choose the desired Contentful Space and Environment from the new window and press Continue. This will take you to another prompt confirming that you allow the Swell app to access your Contentful workspace. Press Authorize access to continue. In some cases, you may land on a window that requires you to select Install before authorizing access between Swell and Contentful.
You will now see a series of fields asking for information from your Swell store. In particular, you need your Store ID and a public API key (Public Key). This information is found within your Swell store dashboard under Developer > API Keys
In order to access the Developer section of the Swell dashboard, you need to have developer tools enabled on your account. Your Swell Store Owner can assist with enabling the developer tools.
From the API Keys tab of the Swell dashboard, your Store ID is found at the top of the page. Additionally, you can either use an existing Public Key or generate a new one for use with this integration. Whatever your preference, you can view and copy a public key from the Public keys section of the page.
You can also check the box for enabling Contentful editors to select Swell product variants if you wish to utilize this feature. Otherwise, press Create after copying over your Swell Store ID and Public key to finalize the integration and sync your Swell data for use within Contentful.
If you are working with a Contentful workspace that doesn’t currently have any content models that include a Short text or Short text, list field, you will be prompted to create one before finalizing the integration.
Synchronize your Swell store data with Gladly's customer service suite through the Lookup Adapter.
In order to sync your Swell information to Gladly, you'll need to set up a custom app. To do this, navigate to the Apps page on the Gladly dashboard. From there, add a new custom app and fill out the information outlined below within the app creation page. For additional assistance, see Gladly's documentation for creating a custom integration.
Make sure you have administrator access to your Swell account. This is required to connect Swell to Gladly.
From the Apps page, click Add App and select Custom. Within the new Custom App page, enter the following information:
- Name: Enter a name that will help you identify the Swell custom app.
- URL: Enter https://swell.store/integration/api/gladly/lookup
- Swell Deep Link URL (optional): If the URL that is shown when viewing an order in Swell follows a different pattern than your base URL, you can specify it here.
- Username: Your Swell store name
- Password: Your Swell private key
- Signing Key: eCkyYJCCFVoaAXoBTEXKBrf0nyhmJq2hOehxakz17ZA
This area involves establishing both the Search Query Attributes and the Search Results Attributes as outlined below:
Search Query Attributes: There are two columns (Attribute, Label) required for Search Query Attributes. The email/Email attribute is the only attribute you can currently utilize. As of now, only exact search by email is supported to query Swell for matching Profiles. Click Add an attribute to add the following attributes:
- Attribute | Label pairing
- email | Email
- name | Name
- first_name | First name
- last_name | Last name
- externalCustomerID | External Customer ID
Don't delete the email attribute or change the Attribute column. Doing so will break the search capability.
Search Results Attributes – There are two columns (Attribute, Label) required for Search Results Attributes. Click Add an attribute to add the following attributes:
- Attribute | Label pairing
- email | Email
- name | Name
- externalCustomerID | External Customer ID
- phone | Phone
We recommend keeping the email attribute. This makes it easier to verify your search results.
If a Customer Profile is not currently linked to Swell and auto-linking is enabled, if Swell responds with a unique profile with at least one auto-linking field match and no conflicts, Gladly will automatically link the profiles without any user intervention.
- Customer Email is currently the only option available that can be used to match a Customer Profile to Swell.
- Overwrite Existing Values – If enabled, and a Customer Profile is linked to a profile in Swell, Gladly will overwrite the existing name, address, and editable custom attributes in the Customer Profile with data from Swell.
Click Save App once you've entered the information above. An error will appear if required fields are not completed and will be highlighted in red.
Swell's Hubspot integration supports HubSpot CRM and HubSpot Marketing Hub—each with its unique offerings for utilizing your Swell reporting and sales data.
Manage and visualize your sales pipeline activity, performance, and more within a visual dashboard. Stay organized with this CRM integration and keep tabs on customer relationships, sales, and additional metrics vital to measuring your Swell storefront's sales performance.
Expand your marketing efforts with this comprehensive package of online marketing tools. Drive traffic, deploy campaigns, and review success metrics for all marketing endeavors within this integration.
To access your Swell data within HubSpot, you will need to add the integration from the Swell dashboard. To get started, navigate to the Integrations tab in your Swell dashboard, and select Enable on the HubSpot integration tile. From the new window, press to Connect your HubSpot account.
Sign in to your Hubspot account or select the account you wish to use. If you do not currently have a HubSpot account, you will need to create one.
Press Connect app and confirm the authorization to finalize the integration with Swell. Upon successful integration, you will see a green Enabled badge on the HubSpot integration tile. You will now have access to your store data in HubSpot.
Klaviyo is an email marketing platform created for online businesses featuring powerful email and SMS marketing automation. Your Klaviyo account can be integrated into your Swell account by following the below steps.
Navigate to the Integrations tab in the Swell dashboard, and click Enable on the Klaviyo integration tile. A pop-up will appear asking you to connect your existing Klaviyo account by adding your Klaviyo API keys.
Copy your Public and Private API keys and paste them into designated fields within the Klaviyo modal. Press Enable to finalize the connection between your Klaviyo account and your Swell store.
Below is a list of the data that will begin to sync from Swell to Klaviyo once connected:
- This event is triggered when a customer enters their contact and shipping information within the Swell checkout process and clicks continue, or has added an item to the checkout while logged into their account, and proceeds to the checkout page.
- This event is triggered when a customer abandons their cart during the checkout process.
- This event is triggered when a customer completes the checkout process and creates an order.
- This event is triggered when an order is marked as fulfilled.
- This event is triggered when a customer cancels an order before fulfillment.
- Active on Site - When someone visits your website
- Viewed Product - When someone views a product
- Added to Cart - When someone adds an item to their cart
- Started Checkout - When someone lands on the checkout page
Mailchimp is an email marketing software that allows you to collect email addresses, send newsletters, and stay in touch with customers. This integration allows you to utilize your Swell customers as audiences within MailChimp.
The integration is located in the Integrations tab of the Swell dashboard. Click Enable within the MailChimp integration tile to open a new window. You will then be prompted to Connect your MailChimp account, redirecting you to MailChimp for you to sign in with your username and password. Press Allow so that Swell can access your MailChimp account.
Once you allow access, you should be redirected back to Swell. Choose which audience you'd like to integrate and press the Save button once you're finished.
If at any time you wish to change the audience list or Mailchimp account linked to your Swell store, you can do so by clicking Settings on the MailChimp integration tile.
Click the audience drop-down menu to select a different list or choose Switch Mailchimp accounts to log into an entirely different Mailchimp account. You can also select Deactivate on the integration tile if you wish to stop using it at any time.
When a customer is created or updated on your Swell store with the email_optin flag set to true, their email will be automatically entered into the connected Mailchimp list.
Additionally, you may enable or disable the "Customer accepts email marketing" option on individual contacts to add or remove them from the list you've integrated. Click the Save button once you are finished editing the contact's information to confirm the change. any time.
Omnisend is an email marketing platform that can leverage your Swell data for online businesses featuring email automation, segmentation, and SMS marketing automation.
Within your Swell dashboard, select Integrations from admin settings on the left and click Enable of the Omnisend integration tile—a new window will appear asking you to connect your existing Omnisend account by adding your Omnisend API key and Swell store URL.
Once the key and Swell store URL are entered, select Enable to connect your Omnisend account to your Swell store and complete the integration process.
Below is a list of the data that will begin to sync from Swell to Omnisend once connected.
- Contacts—allows to create, edit, delete subscribers
- Orders—allows to create, edit, delete orders
- Products—allows to create, edit, delete products
- Carts—allows to create, edit, delete carts
Plasmic helps you create stunning low-code interfaces while also offering dynamic options for developers. Plasmic’s visual content editing platform lets users build and edit stores by dragging and dropping products, collections, and more from their Swell Commerce storefront directly into Plasmic Studio. This integration also allows you to import components from Figma and use Plasmic’s image optimization and A/B testing capabilities. Plasmic is used by top brands to build ecommerce experiences, and help cross-functional teams ship and grow faster.
To enable the Plasmic integration, create or log in to your Plasmic account and click New project. Select the Swell theme, then click the Settings wheel icon on the toolbar to add your data sources.
You can add other data sources by clicking on the plus button and selecting component packages.
Select Swell Provider and use the Plasmic sandbox to test your ideas, or enter your storeId and publicKey (found on the Swell dashboard under Developer > API keys) to begin working on your site.
Use the Plasmic editor to drag and drop page elements as well as products and collections from your Swell store. You can use the search bar to find page elements and templates to add, and the sidebar to adjust page attributes like alignment, backgrounds, borders, effects, transitions, and more.
After your edits are complete you can publish your updates in three ways: to a website, using a webhook, or pushing updates to a codebase on Github.
No-code users can publish directly to their website using their URL. If you need to connect publishing to your own CI/CD pipeline, you will likely want to publish by triggering a webhook. For those with an existing code base, tech stack, or hosting environment, you can also push updates to GitHub.
SendGrid is a transactional email platform used by Swell users natively to send email notifications. This integration allows you to connect your own SendGrid account and get more control over your email sending configuration.
Within your Swell dashboard, select the Integrations tab. Find the SendGrid integration tile, and press Enable. This will open a new window prompting you to connect your existing SendGrid account by adding your SendGrid API key.
To access your SendGrid API key, sign in to your SendGrid account, navigate to Settings and select API Keys. In the top right corner, click the Create API Key button. You will need to Name the API Key and give it full access.
Once you have created your SendGrid API key, copy it, and paste it into the designated field within the integration window. Press Enable to complete the integration process. Your Swell store will now be integrated with SendGrid.
ShipStation is a multi-carrier, multi-channel shipping platform designed to expedite the shipping process for your online business. With features such as batch shipping, discounted shipping rates, inventory, customer management, and custom branding, ShipStation has all of your small parcel shipping needs in one place.
Shipments and shipping information:
- Shipping carriers
- Tracking numbers
- Store locations
- Shipping zones
- Shipping service
- Awaiting payment
- Ready to ship
- On hold
You will need to have both your ShipStation API Key and the API Secret key, which are accessed by logging into ShipStation and going to Account > API Settings. If you do not have an existing ShipStation account, you can create one here.
Once you have both of your ShipStation keys, navigate to Integrations in the Swell dashboard and locate the ShipStation integration. Click Enable and enter your ShipStation API Key and Secret Key in the popup window. When you are done, click Enable to save your changes.
A Syncing status initiates after you enter the keys. Once syncing is resolved, your integration is complete.
Prevent fraudulent transactions by connecting Sift to your store. Sift allows you to automatically process or personally review orders based on parameters that you specify. For example, you may want to flag orders for review that are over a certain dollar amount, or orders that originate somewhere that many fraudulent transactions come from. While the review process requires someone on your team to personally check orders, the benefits include increased fraud prevention, deeper insights, and the potential for processing legitimate orders that may have otherwise been flagged as fraudulent.
The Sift integration allows you to manage transactions before they are processed by your payment gateway. When a customer submits a transaction during purchase, the transaction data is sent to Sift for review. This results in one of three outcomes:
- Block: The order is rejected and checkout cannot be completed.
- Accept: The order is processed normally.
- Review: Transactions that do not fit the criteria for block or accept are put into a manual review queue within Sift’s interface. The transaction is reviewed by a human (from your company) and is validated or rejected. If the order is validated, Sift will send a notification to Swell to change the status of the order.
To enable the Sift integration you will first need to create a Sift account. Once you’ve created an account with Sift, navigate to the Integrations tab on your Swell dashboard. Locate the Sift card and click Enable. A popup window will appear that prompts you to input your public and secret API keys, as well as your Account ID and Beacon key. The data for these fields can be found here: Sift console > Developer > API Keys. After your information is entered, click Enable to finalize your updates.
You can create ‘decisions’ in Sift to block or accept orders. Before you begin, we recommend reviewing Sift’s instructions on creating a decision. To create a decision in Sift, navigate to Automate > Decisions on your Sift dashboard, then click Create Decision.
- To create a block decision choose the Orders entity, and Block for the category. Your webhook URL for this should look like: https://storename.swell.store/integration/api/sift/webhooks/block
- To create an accept decision choose the Orders entity, and Accept for the category. Your webhook URL for this should look like: https://storename.swell.store/integration/api/sift/webhooks/accept
As a result, you will create two order decisions: block and accept.
Next, you will need to setup a workflow in Sift. To build a workflow in Sift navigate to Automate > Workflows in your Sift dashboard, and select Add New Workflow. Name your workflow then select Create Order for the trigger event, and Always for when the event will run. Under Decision Impact choose the Orders entity then click Create to finalize your workflow. This configuration allows us to know the output of the workflow immediately after the triggering event occurs.
Lastly, create a method for manual review. This is accomplished by creating a new review queue as an action to a route. Follow Sift’s instructions to find out how to enable this process. New queue items will appear in the section for manual review (Payment Protection > Review in the Sift dashboard) only if new orders meet the criteria set in the corresponding route. You will need to perform the review.
When a customer clicks the Complete order button on the Checkout page we send a $create_order event with all possible data to Sift. Sift then checks criteria in routes for the order workflow and makes a decision to either block, accept, or review a queue.
- Block: If an order is blocked the cart won’t be converted to an order in Swell. The customer will receive an error message on the checkout page letting them know the order was blocked due to fraud protection. The cart receives a blocked status (blocked: true) which you can view through your Swell dashboard under Orders > Carts > Blocked.
- Accept: If an order is accepted, the customer can proceed through the checkout process and the accepted order gets the fraud_status property set to “accept”. We then attempt to make a transaction if the Charge automatically option is active in settings and the payment method used is not manual. Regardless of the result, we send the $transaction event to Sift with all transaction data, with “$transaction_status” set to “$success” and "$transaction_type" set to "$sale". You can see the info about this transaction in the API Logs section of the Sift developer console.
- Review queue: If an order is sent to a review queue the customer will receive a message letting them know that their order was submitted and is being manually processed before it is completed. The order gets a fraud_status property set to "watch". The order also receives an unpaid status (visible on the order page within the Swell dashboard). Sift creates a queue item for this order that is reviewed by a human who decides to either block or accept the order based on your predetermined criteria.
If a human decides to block the order, the order in Swell gets the canceled status (canceled: true) and the fraud_status property is set to block. If a human decides to accept the order we follow steps that are described for the Accept decision above.
A $transaction event will also be sent to Sift when you try to make charge or refund operations on the order page in the Swell admin dashboard. For a refund operation the transaction will be marked with "$transaction_type": "$refund".
Our Slack integration gives you access to your Swell dashboard information—all from within Slack itself. Once you have successfully synced Swell to your Slack account, you can set up notifications for events and fetch information relating to orders, customers, and products.
There are two features within this integration:
- Events: Slack notification messages triggered by an event on Swell
- Commands: Slack commands used to retrieve desired information
To add the Swell bot to your Slack workspace, it is recommended that you are signed in to Slack before proceeding through the integration process.
From the Swell dashboard, navigate to Integrations and find the Slack tile. Select Enable, and click Connect to Slack. Once you are redirected to Slack, ensure the desired workspace is selected from the drop-down in the top right.
In the Where should Swell post? drop-down, choose the desired channel to add Swell's slack bot. This channel will be where the Swell bot posts information. Then press Allow to add the integration.
Once you have assigned a channel for the Swell bot, you will be able to use the Swell commands in any Slack channel within your workspace. The enabled notifications will only be posted within the channel you select.
Events are real-time updates provided to you in Slack by our Swell bot when certain actions occur within Swell. The notifications are sent automatically when the notification criteria are met. Our events cover most aspects of your store and can be customized by clicking Settings on the Slack integration tile in the dashboard's Integrations tab.
Choose to receive Slack updates for events relating to:
Use commands to fetch information from your Swell dashboard within Slack for quick access to your Swell data. Retrieve information for your orders, customers, or products by typing one of the following commands into your Slack message window.
Fetching an order will display:
- Total price
Fetching a customer will display:
- Customer name
- Customer email
- Customer account balance
- Order count
- Total order value
- Last login date
Fetching a product will display:
- Stock per variant
- Last updated
Whether receiving updates or making a query through Slack, this integration will assist in tracking changes on Swell in a centralized location.
Utilize address verification within your Swell store for quick, accurate address population. This integration is compatible in both the Swell dashboard and Swell’s hosted checkout—meaning store admin and customers both benefit from the integration and can populate shipping and billing address information quickly and reliably.
At this time, the Swell Smarty integration only supports the use for US-based address verification.
You will need a Smarty account to use this integration. Be sure to create an account if you don't already have one.
Navigate to the Integrations tab in the Swell dashboard and locate the Smarty integration tile. Click Enable and provide your API Secret Key and the key's Auth Token—this is accessed from your Smarty dashboard in the API Keys section.
If you do not currently have any active API keys on your Smarty account, you will need to Create a new key in the Secret Keys section, provide an optional label (like the URL of your store), and click the check button to create the key. Once created, the Auth Token will also be generated for your Secret Key.
Copy the API key and token, paste them into the Secret Key field on Swell’s side, and press Enable in the window to activate the integration. That’s it—you can now use the address population features throughout your Swell store.
TaxJar is a cloud-based automation platform for sales tax calculations, reporting, and filing. TaxJar provides real-time tax calculations using tax content from more than 20,000 online sellers and merchants across the world.
You can activate the TaxJar integration by navigating to the "Integrations" tab in the Swell dashboard and clicking the Enable button on the TaxJar integration tile.
Navigate to TaxJar API to get your API token and click Generate API token. You can use either a Live or Sandbox API token.
We recommend testing the integration using a Live API token since TaxJar’s sandbox mode doesn't actually calculate taxes or store transactions, it just returns a valid JSON response.
Copy the token and paste it in the designated field in Swell, and press Enable to finalize the integration.
To assign tax codes to products, select a product from the Products tab in the dashboard and enter the tax code in the dedicated Tax code field. Once you have entered the tax code, press Save to update the product. Refer to TaxJar’s tax code list to find the appropriate product tax codes.
Vercel’s React ecommerce starter-kit features everything developers need to start creating their storefront. Next.js Commerce comes fully styled with all UI elements for core ecommerce functionality built-in—like carts and product detail pages. It also supports a number of features for performance optimization. For new projects, you can use Vercel's clone and deploy feature or implement your project manually. Detailed setup information can be found in our Next.js Commerce developer guide. If you use the Vercel integration, you will need to know how to update and manage your codebase for your store.
There are two ways you can enable the Vercel integration:
- Follow this link to quick deploy a clone of the Next.js Commerce starter kit. On the quick deploy page, choose your preferred git repository option and Create a repository for your project. Then Add the Swell integration. In the pop-up window, add your Swell store name to authorize the integration, then your project will auto-deploy. This project will be accessible through your Vercel dashboard.
- Alternatively, you can create a git project and then add it manually through Vercel. To do this, navigate to Overview on your Vercel dashboard, click New Project, import your git repository, then pick the Next.js or Next.js Commerce template to clone. Once your project is added to Vercel, you can add the Swell integration by navigating to Integrations on the Vercel dashboard and selecting the Swell integration.
With both options, you will need to complete the integration with Swell by adding your Vercel store link within the Swell dashboard.
To add your Vercel link to Swell, open your Vercel project (through the Vercel dashboard) and copy your store’s domain link. Navigate to Storefront > Settings on your Swell dashboard, enable your custom storefront, and paste your custom store URL. Those with a custom checkout will also need to enable and add their custom checkout link in Storefront > Settings.
To manage or disconnect your Swell integration on Vercel, navigate to Integrations on the Vercel dashboard and click Manage on the Swell card. To remove the integration, scroll to the bottom of the Swell integration page and click Remove Integration, then confirm the removal.
Linked projects get the following environment variables automatically set and configured:
NEXT_PUBLIC_SWELL_STORE_ID= < your Swell Store ID >
NEXT_PUBLIC_SWELL_PUBLIC_KEY= < your Swell store's public API key >
Yotpo's platform integrates customer-sourced marketing solutions while providing incentives for higher customer engagement. By synching your Swell data with Yotpo, you can use your Yotpo account to customize your storefront.
- Showcase robust customer reviews
- Monitor metrics and reports for reviews and ratings
- Offer community-based Q&A for products
Yotpo Loyalty (features only available to premium Yotpo accounts)
- Create and deploy tiered loyalty programs for customers
- Provide referral incentives to drive growth
- Get data insight as to customer actions and behaviors
Both Yotpo Reviews and Yotpo Loyalty are linked to your Swell store from the Integrations tab within the Swell dashboard. Select Enable on the Yotpo integration tile and follow the processes outlined below to complete the integration process.
- Log in to your Yotpo Reviews account. If you have a Yotpo Loyalty account, you can access the Yotpo Reviews from the apps menu.
- From the Yotpo dashboard, go to your Store Settings page from the account drop-down.
- Navigate to General Settings > API Credentials, copy your App key and enter it in the designated field on the Swell integration tile.
- Click Get secret key. This will prompt Yotpo to send a verification code to your inbox.
- Copy the verification code from your email, and submit it to get your Secret key.
- Paste your Secret key in the designated field Swell for Yotpo Reviews.
- Click Enable to finalize the integration or continue to the additional steps to add Yotpo Loyalty.
- Log in to your Yotpo Loyalty account.
- From the Yotpo dashboard, navigate to Settings > General.
- Copy the API key and GUID and paste them into the matching fields in Swell for Yotpo Loyalty.
You will now have access to your customers, reviews, and other Swell data within your Yotpo dashboard.
Zapier automation workflows open endless possibilities for customization within your store due to its vast library of 3000+ app integrations. Zapier's Zaps are constructed lists of steps or functions that take an input and return an output.
For this integration, the connection will be made via your Zapier account. To access our Swell Zapier integration, navigate to the Zapier tile on the Integrations tab in the Swell dashboard. Click Learn more → to be redirected to Zapier.
Ensure you are logged in to the Zapier account you wish to use, and Accept our Swell Commerce integration invite. This will add it to your Zapier list of available apps for building Zaps. Once added, you will then need to sign in to your Swell account via the prompt when creating a new Zap.
Zaps are made up of two key parts: events and actions. Events are what set things in motion, and actions are specified to occur when a particular event has taken place. These cause-and-effect workflows can help you automate many common processes.
Every Zap starts with an event—provided by either a webhook or an API call. These are the first step in every process. Swell-specific events are available for use within Zapier and include a variety of starting points. Begin your workflows with any of the following Swell events:
- New customer
- Updated customer
- New order
- Updated order
- New paid order
- New canceled order
- New product
- New abandoned cart
To turn events into actions, you need to define the actions in a form. These are created within the Zapier Input Designer. Zapier actions push or put new data into apps through API calls that pass data from input fields. Every action additionally returns output fields detailing what was created, and that data can be used in subsequent steps to build detailed workflows.
Zapier does not allow action steps to delete or remove data, to prevent data loss. Action steps may only add or update data.
Pairing Swell with Zapier allows you to accomplish a variety of automated processes for your business. Here are some ideas for how you might apply Zapier within your store:
- Update contacts with an abandoned cart event in Intercom and send an email to the customer through MailChimp
- Send a personalized SMS whenever there's a new order in Swell
- Add new customers to MailChimp, ActiveCampaign, Autopilot, or other marketing apps whenever there are new paid orders in Swell
Now that you've added Swell Commerce to your App Events, you have access to use the events outlined above. To create a workflow with one of your Swell store's events:
Select Make a Zap from your Zapier dashboard, and search and select Swell Commerce in the Trigger window. Choose the desired event from the Trigger Event drop-down, and click Continue.
You may need to sign in to your Swell account from the trigger window before proceeding with the Zap creation.
Define the Action(s) you wish to take place whenever the event is triggered, and ensure the Zap is toggled to On via the On/Off toggle in the top right. You will now see this Zap located in your Zapier dashboard for use.