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⚡ How to connect RepairDesk with Zapier and automate Legwork

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Overview


  • This feature is available for Enterprise Plan. Check your plan here. 
  • You can also acquire this feature as an addon to your current package just for $9.99. To get the add-on, jump on the live chat with our customer support team.

While running a cellphone repair shop, there could be a tiresome collection of legwork for which you might need to do an overtime every day after closing the shop just to do that! 

What if you could automatically maintain a backup of your RepairDesk customers on a Google Sheet? Or even, also, create a Google Contact for every new customer that is created in your RepairDesk? 

This is now possible through Zapier where you can connect RepairDesk with thousands of other applications and automate your routine processes. 

In Zapier, this connection of RepairDesk and another app is called a Zap. Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.

Currently, RepairDesk supports the following Triggers:
  1. New Customer
    Triggers when a new customer is created on RepairDesk

  2. New Invoice
    Triggers when a new invoice is created on RepairDesk

  3. New Ticket
    Triggers when a new ticket is created on RepairDesk

  4. New Lead
    Triggers when a new lead is created on RepairDesk

  5. New Payment Added
    Triggers when a new payment is added on RepairDesk

  6. Ticket Status Change
    Triggers when the status of any ticket is changed on RepairDesk

  7. Inventory Create
    Triggers when a new inventory item is added on RepairDesk

  8. Inventory Update
    Triggers when the stock quantity, retail price, or cost price of any item is updated on RepairDesk

Currently, RepairDesk supports the following Actions:
  1. Create Customer
    Creates a new customer on RepairDesk

  2. Create Lead
    Creates a new lead on RepairDesk

  3. Create Ticket
    Creates a new ticket on RepairDesk

  4. Add Payment
    Adds a payment to the invoice on RepairDesk

  5. Create Invoice
    Creates a new invoice on RepairDesk

  6. Update Ticket
    Updates the status of the ticket on RepairDesk
Let's see how to connect RepairDesk with Zapier and get started.

Connect RepairDesk with Zapier


NOTE: You must have an active account on Zapier. Once you have created the account and logged in, you can now start connecting apps.




  1. Search for "RepairDesk".

  2. Select the RepairDesk app

  3. Click Finish Setup
    The welcome page is displayed where you can create your first Zap.



  4. From the Connect this app... field, search and select RepairDesk

  5. From the with this one! field, search and select any app of your choice. I  am selecting Google Sheets.

    On selecting an app, more options are displayed.



  6. From the When this happens... field, search and select a trigger. I am selecting New Customer. This means that I am telling Zapier to do something when a new customer is created in RepairDesk.

  7. From the then do this! field, search and select an activity you need to perform on the selected app.

    I am selecting Create New Spreadsheet Row. 

    Now, the above selections mean that I am telling Zapier, "Hey Zapier! whenever a new customer is created in RepairDesk, always create a new spreadsheet row in Google Sheets for it" 



  8. Once done, click Try it.

    The connection page is displayed where you can configure Zapier's connection with your store on RepairDesk and Google Sheets.



  9. Click Sign in to RepairDesk.
    A popup dialog will be displayed where you can enter your store's API key.



    Keep this screen open.

    Go to RepairDesk > Store Settings and copy the API key.



  10. Copy your store's API key and head back to the popup dialog.



  11. Paste the API key in the API key field of dialog box, and click Yes, Continue.

    The dialog box will automatically close.

    You, now, have successfully connected your RepairDesk store with Zapier account.

    Note: You only need to connect your RepairDesk shop once for the Zapier account and would suffice for any new Zaps that you might create in future.



  12. Click Continue.



  13. Click Test Trigger. 
    This will fetch a customer from your RepairDesk store for your review.



    Review the customer details and scroll down to see more options.



  14. Click Continue.
    This will head you to the Google Sheets setup.



  15. Click Continue.
    This will head you to the options where you can connect Google Sheet with Zapier.   



  16. Click Sign in to Google Sheets, and follow the steps on the dialog box.

    Once connected, your account name will be displayed.



  17. Click Continue.
    This will display options where you can select exactly where you need the data of new customer to be entered on Google Sheets.



  18. Select the appropriate Drive, Spreadsheet and Worksheet where you need the data to be entered.

    Make sure you have already created the Spreadsheet and written basic column names in the worksheet. In case of problems, checkout Zapier's support to learn more about how to setup Spreadsheets for Zapier.



  19. Select the appropriate field names of your RepairDesk customers against the Spreadsheet column names. The data entered into the Spreadsheet will be based on the mapping done at this stage.

    In case of queries you can reach out to us at (312)313.1737 or send us an email at [email protected].

    The following image illustrates an example of mapping.



    Once done, scroll down to view more options.



  20. Click Continue.
    This will display the example data that will be entered in to the selected Google Spreadsheet.



  21. Click Test & Continue.
    This will display the result of the test run.



  22. Click Turn on Zap.



  23. Close the dialog box.



  24. Click Go to my Zaps to see if the Zap is created, and you are all done.

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