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Order Sender Zapier integrationAutomate Order Sender with Zapier.

The Order Sender Zapier integration gives you 4 triggers, 24 actions and 0 searches. New clients, orders, products and quotes can start a Zap, and the actions import, export or delete the records your sales network relies on.

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Overview

What the Order Sender Zapier integration does for a sales team

Order Sender is a mobile order-taking tool built for sales networks and the agents who visit customers. Plugging it into Zapier means two things: what your agents create in the field (a client, an order, a quote) can set off work in your other tools, and the catalogue data your office maintains elsewhere can be pushed into Order Sender, or pulled out of it, with no copy and paste.

Three results come up again and again. First, a clean client file on day one: New Client starts the Zap and Import Client Payment Condition attaches the right payment terms, so the agent's next order goes out with the correct conditions. Second, a catalogue that stays in step: Import Product, Import Price List and Import Discount write in what your purchasing team decides, instead of someone retyping it before every sales season. Third, a file your accountant can open: Export Orders or Export Commissions hand the data on as CSV or JSON, ready for the next step of the Zap.

What Zapier does not do here is just as useful to know. None of the four triggers is instant: Zapier goes and checks Order Sender on a timer, so an order typed at a customer's counter reaches the Zap at the next check, not the second it is saved. The triggers only react to new records, so a client, an order or a quote that gets edited later does not start anything. And the app has no search step, so a Zap cannot look up an existing client or product inside Order Sender before acting on it; the codes it needs have to come from an earlier step.

If you are still weighing the tool itself, the Zapier review and the Make vs Zapier comparison are the places to start.

Vocabulary

Zapier vocabulary in one minute

Eight words carry the whole page. Here is what each one means for an Order Sender user.

Zap
The automation you build: one trigger, then one or more actions that run every time that trigger event happens.
Trigger
The event that starts the Zap, here a new client, order, product or quote in Order Sender. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that imports, exports or deletes something in Order Sender or writes into another tool.
Task
What Zapier bills: one action your Zap completes successfully. The allowance on your plan is a count of those.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items and keeping only those it has not seen. All four here work this way.
Instant trigger
A trigger the app reports itself the moment the event happens, so nothing waits for a check. Order Sender has none.
Filter
A step that lets the Zap carry on only when what arrived meets a condition you set, and stops it otherwise.
Connection
Your Order Sender account linked to Zapier once, then reused by every step of every Zap that touches the app.
Cost

What an Order Sender Zap really costs

Order Sender is not a premium app, so it works on the free plan. The bill is counted in tasks, and only completed actions count.

  • Premium appNo, available on the free plan
  • Free plan100 tasks a month, unlimited Zaps
  • Free plan Zap size2 steps: one trigger, one action
  • Trigger cost0 tasks

Watching for new clients or orders costs nothing, however often Zapier checks, and the trigger itself never costs a task. Each action that goes through counts once, so a Zap with three actions eats three times what a one-action Zap does. An action that fails is not counted. The free plan gives you 100 tasks a month and Zaps of two steps only: one trigger, one action. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan.

Connect

Connect your Order Sender account

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need an Order Sender account first, plus read or write rights on any data you do not own yourself but want the Zap to touch.

  2. 02

    Pick Order Sender

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

  3. 03

    Sign in and grant access

    Log in to Order Sender in that tab and let Zapier access the account. The connection is then saved once and offered again in every Zap step that uses Order Sender.

First Zap

Your first Zap: payment terms for every new client

GoalEvery new client entered in Order Sender gets a payment condition attached, but only the clients that match your rule.

  1. 01

    Build: choose the trigger

    Create a Zap, pick Order Sender as the app that starts it and New Client as the event, then select your Order Sender connection.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent clients of the connected account, so you map the next steps on a real record instead of a guess.

  3. 03

    Add the filter

    From the plus icon, add Filter and set the field to look at, the rule and the value. This turns the Zap into a multi-step Zap, so it needs a paid plan.

  4. 04

    Add the action

    Pick Order Sender again with Import Client Payment Condition. Point Client Code at the matching value from the tested client and type the Payment Condition Code to apply.

  5. 05

    Test, then publish

    Test the action once and check the result in Order Sender before going further. When it looks right, publish the Zap to switch it on. It only reacts to clients created after that.

Triggers

Order Sender triggers

4 events start a Zap when something happens in Order Sender. Zapier checks for them at the interval your plan allows.

1

New Client

Polling trigger

In Zapier“Triggers when a new client is created.”

A customer account added to Order Sender is what starts this Zap, whether the agent created it on the road or the office keyed it in. The new client's details then travel to whatever step comes next.

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 invoicing tool or CRM should receive each new account without anyone retyping it.
Watch out
a client edited afterwards is not new, so a change of address or name never sets this trigger off again.
2

New Order

Polling trigger

In Zapier“Triggers when a new order is created.”

This one follows the sales themselves: an order collected by an agent appears in Order Sender, and the Zap takes it from there, toward the warehouse, the accounts team or a shared sheet.

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 an order has to reach logistics or accounting without someone forwarding it by hand.
Watch out
orders taken before the Zap was published are never picked up; moving that backlog is a separate job.
3

New Product

Polling trigger

In Zapier“Triggers when a new product is created.”

Each item added to the Order Sender catalogue sets off this one. It suits the people who manage the product list rather than the agents, since it follows the catalogue, not the sales.

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
to announce a new reference to the sales network, or to copy it into the tool your marketing team keeps.
Watch out
a Zap that answers with Import Product writes into the very list it watches and keeps setting itself off, burning tasks.
4

New Quote

Polling trigger

In Zapier“Triggers when a new quote is created.”

When an agent drafts a quote in Order Sender, this trigger hands it to the Zap. Quotes are the deals still open, which makes them the natural place to hang a follow-up.

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
to create a reminder for the sales manager in a task tool, so no quote sits unanswered.
Watch out
on the free plan the Zap stops at one action, so a reminder plus a notification already needs a paid plan.
Actions

Order Sender actions

Order Sender gives you 24 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Delete Client

Action

In Zapier“Delete Client.”

Removes a client from Order Sender, found by its Client Code.

When to use it
an account is closed in the CRM and agents should stop seeing it in the app.
Watch out
test it on a dummy client before publishing, since it removes real data.
2

Delete Discount

Action

In Zapier“Delete discount.”

Cancels a client's special price on a product, pinpointed by the Client Code, the Supplier Code and the Product Code together.

When to use it
a negotiated deal expires and the agent should be back on the standard price at the next order.
3

Delete Payment Condition

Action

In Zapier“Delete payment discount.”

Removes a payment condition template, picked by its Condition Code.

When to use it
finance retires a set of terms and the sales app should stop proposing it.
Watch out
check which clients still carry it first, for example with Export Client Payment Conditions.
4

Delete Product

Action

In Zapier“Delete product.”

Withdraws a product from the catalogue. The step identifies it with the Supplier ID and the Product Code, since a code is only unique within one supplier.

When to use it
a reference is discontinued in your product tool and agents should no longer offer it.
5

Delete Secondary Address

Action

In Zapier“Delete secondary address.”

Takes one extra address off a client, given the Address Name and the Client Code. The client itself stays, and only that one address goes.

When to use it
a customer shuts one of its outlets and orders must no longer be shipped there.
6

Export Clients

Action

In Zapier“Exports Client in JSON or CSV formats.”

Pulls the client list out of Order Sender. Its only required box is File Format, where you choose CSV or JSON.

When to use it
the accountant or a reporting tool needs the full customer base in a file instead of a login to the app.
7

Export Client Payment Conditions

Action

In Zapier“Exports payment conditions for clients in JSON or CSV formats.”

Extracts which payment terms are attached to which client, as a CSV or JSON file chosen in File Format.

When to use it
credit control wants to check that each account is on the terms finance agreed, without opening every client card.
8

Export Commissions

Action

In Zapier“Exports commissions in JSON or CSV formats.”

Gets the commission records out of Order Sender in the format set in File Format, CSV or JSON.

When to use it
whoever pays the agents builds the statement in a spreadsheet and wants the source figures straight from the sales app.
9

Export Discounts

Action

In Zapier“Exports discounts in JSON or CSV formats.”

Produces the list of client discounts, CSV or JSON depending on File Format.

When to use it
a sales director reviews the special prices granted in the field and wants them in one file.
Watch out
each export that completes counts as one task.
10

Export Orders

Action

In Zapier“Exports orders in JSON or CSV formats.”

Takes the orders out of Order Sender as CSV or JSON, the choice made in File Format.

When to use it
the warehouse or the invoicing tool reads a file rather than the app, and orders must get there in that shape.
Watch out
it exports orders; to react to each new one, start from the New Order trigger instead.
11

Export Payment Conditions

Action

In Zapier“Exports payment conditions in JSON or CSV formats.”

Lists the payment condition templates defined in Order Sender, in the format picked under File Format.

When to use it
finance wants to compare the terms available to agents with those in the accounting tool and spot the ones missing on either side.
12

Export Price Lists

Action

In Zapier“Exports price lists in JSON or CSV formats.”

Delivers the price lists as a CSV or JSON file, set through File Format.

When to use it
a distributor or a partner shop asks for the current prices, and the file should come from the same place the agents quote from.
13

Export Products

Action

In Zapier“Exports products in JSON or CSV formats.”

Dumps the product catalogue in CSV or JSON, whichever File Format says.

When to use it
the marketing team or an online shop keeps its own copy of the catalogue and needs a fresh file from Order Sender.
Watch out
a two-step Zap on the free plan leaves no room for a step that sends the file on.
14

Export Quotes

Action

In Zapier“Exports quotes in JSON or CSV formats.”

Brings out the quotes recorded in Order Sender, CSV or JSON according to File Format.

When to use it
the sales manager tracks the open pipeline in a spreadsheet and wants the quotes in it without agents reporting them one by one.
15

Export Suppliers

Action

In Zapier“Exports Suppliers in JSON or CSV formats.”

Outputs the supplier list as a file, in the CSV or JSON format chosen in File Format, the only box this step asks you to fill.

When to use it
purchasing checks that its supplier list matches the one the sales network works with, before new products or price lists get pushed in.
16

Import Client

Action

In Zapier“Import of client details.”

Creates a client in Order Sender from data arriving in the Zap. You give it at least a Name and a Code, the code being the unique key every other client action relies on.

When to use it
a form or a CRM wins a new account and agents should see it in the app without anyone keying it in.
17

Import Client Payment Condition

Action

In Zapier“Import payment condition for clients.”

Links an existing payment condition to an existing client, using the Client Code and the Payment Condition Code.

When to use it
every new client should leave the Zap with its terms already attached, as in the first Zap above.
Watch out
both codes must exist before the step runs.
18

Import Commission

Action

In Zapier“Import commission.”

Records the commission attached to a supplier, given as a Supplier Code and a Commission Percentage.

When to use it
commission rates live in a finance sheet, and Order Sender should apply the same figure the payroll team uses.
Watch out
type a percentage, not an amount.
19

Import Discount

Action

In Zapier“Import discount.”

Sets a negotiated deal for one client on one product: Client Code, Supplier Code, Product Code and a Net Price, four required boxes.

When to use it
a key account negotiates a special price and the agent must see it at the next visit instead of calling the office.
20

Import Payment Condition

Action

In Zapier“Import payment condition.”

Defines a payment condition in Order Sender, identified by its Payment Condition Code. It is the template; attaching it to a client is a separate action.

When to use it
your accounting tool adds new payment terms and the sales app should offer them too.
21

Import Price List

Action

In Zapier“Import price list.”

Writes a product's price into a given price list. The step asks for the Supplier ID, the price list Code, the Product Code and the Price itself.

When to use it
prices are decided in another tool and Order Sender must quote the right amount.
Watch out
it wants the supplier's ID, not its code.
22

Import Product

Action

In Zapier“Import product.”

Puts a product into the catalogue. It needs a Code, unique for its supplier, a Description that serves as the product's name, and the Supplier Code.

When to use it
new references arrive from a spreadsheet or a product tool and agents need them on their phones.
Watch out
never pair it with the New Product trigger.
23

Import Secondary Address

Action

In Zapier“Import secondary address.”

Adds another address to a client that already exists, such as a second shop or a delivery depot. The address gets a Name and is tied to a Client Code.

When to use it
a customer opens a new outlet and orders should be deliverable there.
Watch out
the client code must already exist in Order Sender.
24

Import Supplier

Action

In Zapier“Import suppliers details.”

Registers a supplier, with a Name, an Email Address and a Code, all three required. Many other actions point back to that supplier afterwards.

When to use it
your purchasing tool signs a new brand and the catalogue work in Order Sender has to start from a supplier that already exists.
When it breaks

When an Order Sender Zap breaks

Zapier links no help article to Order Sender, so the traps below are the ones that apply to every Zapier app.

Four of them matter here, mostly because all four triggers work by polling and several actions write back into the app. If a case does not match yours, the Zapier troubleshooting page is the next stop.

  • The past is not picked up

    A Zap reacts only to what happens after you publish it. Clients, orders and quotes that already existed are never processed; moving them is a separate job.

  • The Zap that feeds itself

    New Product followed by Import Product writes into the list the trigger watches, so the Zap sets itself off again and again and eats through the task count.

  • A bulk import gets held back

    If a large batch of products or clients lands at once after a migration, the trigger returns a huge batch and Zapier's flood protection can hold it back.

  • No double runs on one record

    Zapier remembers what it already saw on a polling trigger, so the same order does not start the Zap twice. Expecting a second run after an edit will disappoint.
Need help

Need help automating Order Sender with Zapier?

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FAQ

Order Sender and Zapier: frequent questions

01Is the Order Sender Zapier integration free?
Yes. Order Sender is not a premium app, so it runs on the free Zapier plan. That plan gives 100 tasks a month and unlimited Zaps, but each Zap is limited to two steps, one trigger and one action. Once you add a filter or a second action, for example to attach payment terms and also notify the sales manager, the Zap becomes multi-step and needs a paid plan. The connection to Order Sender stays the same either way.
02How many tasks does an Order Sender Zap use?
One task per action that completes, nothing else. The New Client, New Order, New Product or New Quote trigger costs nothing, however often Zapier checks the app for new records. If your Zap runs Import Client Payment Condition, each new client costs one task. A Zap with three actions costs three tasks per run. An action that fails is not counted. So the bill grows with the number of records that actually go through, not with how often Zapier looks.
03Does Order Sender trigger Zaps in real time?
No. All four triggers are polling triggers: Zapier checks Order Sender at a fixed interval and keeps only what it has not seen before. On the free plan that interval is 15 minutes, on Professional it is 2 minutes, and on Team and Enterprise 1 minute. The type is set by the app and cannot be changed in the editor. On paid plans you can also run a check by hand from the editor when you need a record to go through without waiting.
04What does it take to connect Order Sender to Zapier?
An Order Sender account, plus read or write access on any data you do not own but want the Zap to touch. In Zapier, open Apps, click + Add connection, search for Order Sender and click Add connection. Sign in to Order Sender in the tab that opens and grant access. The connection is then saved and reused by every Zap step that works with Order Sender, so you only do this once per account.
05Why does an Order Sender action fail on a missing code?
Because most actions point to records that must already exist. Import Price List and Delete Product need a Supplier ID, Import Discount needs a client, a supplier and a product code, and Import Client Payment Condition needs both the client and the payment condition to be there. Order Sender has no search step on Zapier, so the Zap cannot look these up for you. The value has to come from the trigger or be typed into the step.
06What if the Order Sender operation you want does not exist?
Then the Zapier integration cannot do it, and no setting will add it. The app offers 4 triggers and 24 actions, all listed on this page, with no search and no trigger for edited records. Check whether an export covers the need, since Export Orders or Export Quotes often answer a reporting question. Otherwise the job has to be done in Order Sender itself, or with another automation tool that reaches the app in a different way.
07Zapier, Make or n8n for Order Sender?
Decide on criteria rather than on brand. On Zapier, Order Sender offers 4 polling triggers and 24 actions, works on the free plan, and bills one task per completed action. Ask whether the operations you need are in that list, whether a check every 15 minutes on the free plan is fast enough for your orders, and whether your Zaps will stay at one trigger and one action. Then compare what the other tools offer for this specific app before choosing.
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