KonnektiveCRM

KonnektiveCRM Help & Support

What KonnektiveCRM Triggers and Actions are Supported

Supported Triggers#

  • New Customer - Triggers when a new customer is created.
  • New Order - Triggers when a new order is created.NOTE: If QA is active the order must be approved before the sale will trigger.
  • New Transaction - Triggers when a new transaction is created. ## Supported Searches
  • None yet! ## Supported Actions
  • Create a Complete Order - Creates a complete order for a customer.
  • Create a Complete Order (With Line Item Support) - Creates a complete order with line support.
  • Create Partial Order - Creates New Leads.

How to Get Started with KonnektiveCRM on Zapier

When you start creating a KonnektiveCRM Zap, you will be asked to connect your KonnektiveCRM account.

Click to connect KonnektiveCRM

Next, you'll be asked to enter your KonnektiveCRM API key.

KonnektiveCRM API Key

To locate your API Key in your KonnektiveCRM account, please follow these steps:

  1. Log into your Konnektive account.
  2. Click "Admin" from the Left Menu.
  3. Choose "Users".
  4. Click the Green + to add an user.
  5. Fill in the form.
  6. Select Api User from the Access Level dropdown.
  7. Click "Submit" to create your new API User.

KonnektiveCRM API Key in account

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your KonnektiveCRM account will now be successfully connected.

KonnektiveCRM connection successful

Common Problems with KonnektiveCRM on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

Konnektive CRM is a customer transaction and campaign management platform that helps marketers dominate.

Getting Started with Zapier