Zapier Integration

What is Zapier? And why use it with Qoyod?

Integrating Qoyod with Zapier enables you to execute smart automation without any programming knowledge, automatically linking accounting processes in Qoyod with other systems and applications.

The primary benefits of the integration:

• Reduce manual data entry

• Reduce human errors

• Speed up processes between Qoyod and other applications

• Standardize workflows across different systems

Through Zapier you can:

• Create invoices automatically

• Create customers

• Create payment receipts

• Send automatic notifications when any financial transaction occurs

• Integrate Qoyod with Excel, Google Sheets, e-commerce stores, CRM, and more

Practical example:
You can set up a Zap that automatically creates an invoice in Qoyod as soon as its data is entered in an Excel file, or vice versa, automatically update an Excel file when an invoice is created in Qoyod.

Plans that support Zapier integration

Zapier integration is not available for all plans.

Plans that support integration:

• Pro

• Advanced

• Qoyod Plan (discontinued plan)

• Premium (discontinued plan)

• Advance (discontinued plan)

Plans that do not support integration:

• Basic

• Lite (discontinued plan)

• Plus (discontinued plan)

Regarding Zapier subscription itself, please refer directly to the Zapier platform to learn about their plans and pricing.

Required permissions for integration

For the Zapier integration option to appear, the user must have electronic integration permission.

How to grant permission:

• Go to Settings

• Users

• Manage Roles

• Edit the role associated with the user

• Enable Electronic Integration permission

Without this permission, the integration option will not appear.

Steps to integrate with Zapier

1. Open the Qoyod application

2. Go to Settings

3. Select Electronic Integration

4. Click on Qoyod integration services

5. Select Start Integration next to Zapier

6. You will be automatically redirected to the Zapier website to complete the integration process through your account there

The integration applies to the organization from which it was set up only.

Managing the integration

• Integration is performed at the organization level

• The integration can be revoked through the Zapier platform

• Managing Zaps (running, stopping, editing) is done entirely through Zapier

• Qoyod does not manage or edit Zaps from within the system

If operations don’t work after integration

If the integration was successful but:

• Operations don’t work

• Or the Zap doesn’t execute

• Or errors appear during execution

The correct procedure is as follows:

1. First, review Zapier settings and confirm that:

   • The Zap is enabled

   • There is no visible error in Zapier

2. You must contact Zapier support, and if they report that:

   • The integration is working correctly

   • And the issue is on the Qoyod side

⬅️ Then we need from the customer:

• A clear screenshot of the Zapier response showing the issue is on the Qoyod side

• Organization number

• A brief explanation of the issue

Then:

• Forward the request to the technical support team to follow up on the case

All errors are handled through Zapier except when Zapier confirms that the issue originates from Qoyod.

Important notes

• Qoyod does not provide support for creating or designing Zaps

• Qoyod’s role is limited to providing the integration and ensuring technical integration integrity

• Any customization or automation logic is managed through Zapier only

Common inquiry forms

• How do I integrate Qoyod with Zapier?

• Can I create invoices automatically from Excel?

• Why doesn’t the Zapier option show up for me?

• Is Zapier available in my plan?

• The integration is working but the operations don’t execute

• Zapier says the issue is on the Qoyod side, what do I do?

• Can I stop the integration with Zapier?