How to Instantly Create Systeme.io Contact with Tag for Thrivecart Payment Using Pabbly Connect

Learn how to integrate Thrivecart and Systeme.io using Pabbly Connect to automatically create contacts with tags for payments. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the Pabbly website. If you don’t have an account, you can sign up for free, which allows you to get 100 tasks each month. After signing in, you will be directed to the dashboard where you can create new workflows.

To create a workflow, click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Instantly Create Systeme.io Contact with Tag for Thrivecart Payments’. After naming, select the folder where you want to save it and click on ‘Create’. This will set the stage for your integration process using Pabbly Connect.

2. Setting Up Trigger with Thrivecart in Pabbly Connect

The next step in the integration is to set up the trigger in Pabbly Connect. Search for Thrivecart as your trigger application. The event that will trigger the workflow is a ‘Product Purchase’. After selecting this, you will connect Thrivecart to Pabbly Connect.

• Click on the ‘Connect’ button.
• Choose ‘Add New Connection’.
• Obtain your API token from Thrivecart settings under API and Webhooks.

Once you have your API token, paste it into Pabbly Connect and save the connection. This allows Pabbly Connect to receive data from Thrivecart whenever a product purchase occurs, setting the foundation for your workflow.

3. Mapping Product Details from Thrivecart

After establishing the trigger, the next step is to map the product details from Thrivecart in Pabbly Connect. You will need to select the specific product, which in this case is ‘Advanced PHP’. Also, ensure that the product status is set to ‘Test Mode’.

• Click on ‘Save’ and then ‘Test Request’.
• Complete a test purchase on Thrivecart to generate a response.

Once you have completed the test purchase, Pabbly Connect will receive the response containing all the payment details, including customer information. This information will be vital for creating a new contact in Systeme.io.

4. Creating a Contact in Systeme.io Using Pabbly Connect

Now that you have the customer details from Thrivecart, the next step is to create a new contact in Systeme.io through Pabbly Connect. Select Systeme.io as your action application and choose the action event ‘Create Contact’.

To connect Systeme.io to Pabbly Connect, you will need to provide your Pabbly API key. This key can be found in your Systeme.io account settings. Once you paste the API key into Pabbly Connect, click on ‘Save’ to establish the connection.

After the connection is successful, you can map the customer details from Thrivecart into the appropriate fields in Systeme.io, such as first name, last name, email, and address. This ensures that all relevant customer information is captured accurately.

5. Adding a Tag to the Contact in Systeme.io

The final step in this integration process using Pabbly Connect is to add a tag to the newly created contact in Systeme.io. To do this, you will add another action step and select Systeme.io again as your action application, this time choosing the action event ‘Add Tag to Contact’.

Map the contact ID from the previous step and select the tag you wish to assign, which in this case is ‘Thrivecart Purchase’. After saving this setup, you can test the action to ensure that the tag is added successfully.

Once completed, you can check your Systeme.io contacts to confirm that the new contact has been created with the appropriate tag. This process illustrates how Pabbly Connect seamlessly integrates Thrivecart and Systeme.io for automatic contact management.

Conclusion

Using Pabbly Connect, you can easily integrate Thrivecart and Systeme.io to automate the process of creating contacts with tags based on payment details. This integration enhances your workflow efficiency and ensures accurate customer data management.