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NetLicensing Zapier integrationAutomate NetLicensing with Zapier.

The NetLicensing Zapier integration gives you 2 triggers, 2 actions and 2 searches. It spots new licensees and new products in your license management account, and lets your other tools create them or look them up by number.

See the 6 operations

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Overview

What the NetLicensing Zapier integration does for you

The NetLicensing Zapier integration links NetLicensing, a hosted service for managing software licenses, to your other tools through Zapier. A Zap (the automation you build on Zapier: one trigger, then one or more actions) can react when a licensee or a product is created there, and can create both from elsewhere.

A customer list that follows your licensing. New Licensee picks up each licensee created in NetLicensing, and the next step copies it to a spreadsheet, a CRM or a mailing list.

Licensees created from another tool. When another tool records a new customer, Create Licensee opens the matching licensee in NetLicensing. Use Search or Create Licensee instead and a licensee that already exists is not created twice.

Your catalog announced to the team. New Product notices each product added in NetLicensing, so your team hears about it where it already works.

Both searches look things up by their number, which is why it pays to keep that number in the tool that starts your Zap.

What Zapier does not do here: there are only two triggers, both polling, and nothing covers licenses or changes to an existing licensee or product. There is no update or delete action either. See our Zapier alternatives page.

Vocabulary

Zapier words, explained once

Eight words come back all over this page. Here they are, in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for that event and nothing else.
Action
What the Zap does once it has started: the step that writes, sends or moves something on your behalf.
Task
The unit Zapier bills. Each action your Zap completes successfully counts as one task on your plan.
Polling vs instant
A polling trigger is checked by Zapier on a timer; an instant one is reported by the app as it happens. Both NetLicensing triggers are polling ones.
Filter
A step that lets the Zap go on only when what arrived meets a condition you set, and stops it otherwise.
Search step
A step that looks up something that already exists in an app, so the steps after it can use what it found.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action, a filter or a search makes it one, and it then needs a paid plan.
Cost

What the NetLicensing Zapier integration costs you

NetLicensing is not a premium app on Zapier, so it works from the free plan. Zapier counts in tasks, never in checks.

  • Premium appNo, available on the free plan
  • Trigger check0 tasks
  • Successful action1 task each
  • Free plan100 tasks a month, two-step Zaps

The trigger costs nothing, however often Zapier looks for new licensees or products. Each action that succeeds counts as one task, and one that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, capped at two steps. A filter, one of the two searches or a second action makes the Zap multi-step, which needs a paid plan. The interval below applies to both NetLicensing triggers.

Connect

Connect NetLicensing to Zapier in three steps

  1. 01

    Open your connections

    In your Zapier account, go to the Apps page and click + Add connection. A connection is your NetLicensing account linked to Zapier once, then reused by every NetLicensing step.

  2. 02

    Pick NetLicensing

    Type NetLicensing in the search box of the dialog, select it, then click Add connection. A new tab opens on the NetLicensing side, where the sign-in happens.

  3. 03

    Sign in and grant access

    Sign in to NetLicensing in that tab and grant Zapier access to the account. You need an account on the app, plus read or write access on anything you do not own yourself and want the Zap to touch.

First Zap

Your first Zap: tell the team about each new licensee

GoalWhen a licensee is created in NetLicensing and meets your condition, post a message in your team chat.

  1. 01

    Pick the trigger

    Start a new Zap, choose NetLicensing and New Licensee. Test it: Zapier brings back the three most recent licensees of the account, so you set up the rest on a real one.

  2. 02

    Add a filter

    Add a filter with the field to look at, the rule and the value, so only the licensees you mean reach the team. A filter makes the Zap multi-step, so it needs a paid plan.

  3. 03

    Add the message

    Add your team chat as the action and its send-message event. Write the text and insert what the test brought back for the licensee, then check at test which values fit.

  4. 04

    Test, then publish

    Run each step once and read what came back before going further. When the message looks right, click Publish to switch the Zap on.

Triggers

NetLicensing triggers on Zapier

2 events start a Zap when something happens in NetLicensing. Zapier checks for them at the interval your plan allows.

1

New Licensee

Polling trigger

In Zapier“Triggers when a new licensee is created”

Starts a Zap each time a licensee is created in your NetLicensing account. Every new customer of your licensing becomes an item the following steps can copy, greet or record, with nobody exporting lists by hand.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when each new licensee should also exist in your CRM or your mailing tool.
Watch out
a Zap that writes into the place its own trigger watches can set itself off again, so check at test.
2

New Product

Polling trigger

In Zapier“Triggers when a new product is created”

Fires when a product is added to NetLicensing. Each new entry in your licensing catalog becomes an event your other tools can use, so a launch does not stay inside the licensing console.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when your team should hear about a new product, or a catalog sheet should gain a line.
Watch out
products created in bulk can come back as one big batch, which Zapier's flood protection may hold back.
Actions

NetLicensing actions on Zapier

NetLicensing gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Licensee

Action

In Zapier“Create a new Licensee”

Opens a new licensee in NetLicensing with data carried by earlier steps. It is the step that turns a buyer recorded elsewhere into someone your licensing knows.

When to use it
when a customer recorded in another tool should also exist as a licensee.
Watch out
map the fields during the test; when the same licensee may come up again, Search or Create Licensee is the safer route.
2

Create Product

Action

In Zapier“Create a new Product”

Adds a new product to NetLicensing from another tool. Your catalog can then start from wherever you plan new releases.

When to use it
when a product recorded in another tool should exist in NetLicensing too, ready for licensees.
Watch out
check at test which fields it asks for before you publish.
Searches

NetLicensing searches on Zapier

2 search steps look for data that already exists in NetLicensing, so a later step can use it.

A search step looks up a licensee or a product that already exists, so the next steps can use it. In the action list, searches sit at the bottom under SEARCH. Each adds a step, so a Zap with a search needs a paid plan. Three settings decide what happens when the result is not a single clean match.

1

Find a Licensee

SearchFind or create

In Zapier“Search a Licensee by its number”

Looks up a licensee by its number. The editor also lists Search or Create Licensee: it is this same search with the creation box ticked, which creates the licensee when none matches.

When to use it
before any step that needs an existing licensee, or to avoid duplicates when buyers return.
2

Find a Product

SearchFind or create

In Zapier“Search a Product by its number”

Retrieves a product from its number. Search or Create Product, which you will also see in the editor, is the same search with creation switched on, not another operation.

When to use it
when a later step must work with a product you know by number only.
Watch out
whether it wants the exact number is up to NetLicensing, so check at test.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there. Switched on, the Zap carries on without a result.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: it drops the setting above and asks for the fields needed to create the missing item.
  3. If multiple search results are found?
    Keep the first match (the default), stop the Zap, or hand every match on at once.
When it breaks

When the NetLicensing Zap breaks

Zapier links no help article to NetLicensing, so the known weak spots are the general ones of any Zap.

Four of them matter for a licensing account. If a Zap stops doing what you expect, our Zapier troubleshooting guide is the next stop.

  • Nothing from before the Zap

    A Zap only reacts to what happens after it is switched on. Licensees and products already there are not picked up, and moving them is a separate job.

  • A Zap that sets itself off

    A Zap that writes into the very place its own trigger watches can start itself again and again, and burns through your tasks fast.

  • A big batch held back

    When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold it back.

  • The same licensee never runs twice

    On a polling trigger, Zapier keeps track of what it has already seen, so the same item does not start the Zap a second time.
Need help

Need help automating NetLicensing with Zapier?

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FAQ

NetLicensing Zapier integration: questions people ask

01Is the NetLicensing Zapier integration free?
Yes, within the free plan's limits. NetLicensing is not a premium app, so you can use it without a paid Zapier plan. The free plan gives 100 tasks a month and as many Zaps as you like, each capped at two steps: one trigger and one action. The two NetLicensing searches add a step, as does a filter or a second action, so a Zap using them needs a paid plan. New Licensee followed by a spreadsheet row stays free.
02How many Zapier tasks does a NetLicensing Zap use?
One task for each action that succeeds, and nothing for the trigger. Zapier can look for new licensees and products as often as your plan allows without spending a task. A Zap that copies each new licensee to a sheet costs one task per licensee. A Zap that greets the licensee and also logs it costs two. An action that fails is not counted against your plan. Watch for loops: a Zap that writes where its own trigger watches can keep restarting itself.
03Does NetLicensing trigger Zaps in real time?
No. Both NetLicensing triggers, New Licensee and New Product, are polling triggers. Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one, 2 minutes on Professional, 1 minute on Team and Enterprise. On the paid plans you can change how often a polling trigger checks, and run a check by hand from the editor. A licensee created just after a check waits for the next one.
04What does it take to connect NetLicensing to Zapier?
An account on NetLicensing, plus read or write access on anything you do not own yourself and want the Zap to touch. Start from the Apps page of your Zapier account with + Add connection, pick NetLicensing, sign in in the tab that opens and grant Zapier access. The connection is then reused by every NetLicensing step, whether it reads new licensees or creates products. Licensees and products that already exist stay out of it, since a Zap only reacts to what happens after it is on.
05What is the difference between Find a Licensee and Search or Create Licensee?
They are the same search. Find a Licensee looks up a licensee by its number and hands it to the next steps. Search or Create Licensee is that search with the box Create X if it doesn't exist yet? ticked: when nothing matches, it creates the licensee instead of stopping. Use it in Zaps fed by repeat buyers, so the same person does not end up twice. Either way it is a search step, so the Zap needs a paid plan.
06What if the NetLicensing operation you need is not there?
Check the NetLicensing page on Zapier, which shows the current list of triggers, actions and searches. Today that is 2 triggers, 2 actions and 2 searches: nothing to update or delete a licensee or product, and no trigger on licenses. Sometimes a search covers part of the gap, such as Find a Product to bring a known product into a Zap. When nothing fits, the job needs another route than the steps NetLicensing offers on Zapier.
07Zapier, Make or n8n for NetLicensing?
It depends on what you weigh most. On Zapier, NetLicensing brings 6 operations, two polling triggers and billing per successful action. If you mostly copy new licensees or products to another tool in two steps, the free plan is a fair start. If you need to update records or react to licenses, check what the other platforms expose for NetLicensing, and compare how each one bills a run with several steps and how often it checks.
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