This feature is included in the Scale pricing plan. It is not included in the Launch and Grow plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.
If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.
Automate repetitive tasks by connecting Sawyer and Zapier! This online automation tool connects to over 2,000 apps like Mailchimp, Gmail, Quickbooks, and Slack.
Connecting Sawyer to Zapier is easier than ever! Check out our page on Zapier for more information!
To start, you'll need to create a Zapier account. If you're just starting out with this tool, we recommend testing the free version. We recommend reviewing Zapier's tutorials and getting started articles to learn best practices on how to use their integrations.
Setting up a Zap
First, log into your Sawyer account and navigate to your provider portal
In a new tab in the same browser, navigate to Zapier and click Make a Zap or start directly from our Zapier page
Click into the search bar and search 'Sawyer'
Select ‘Sawyer Tools’ from the app list
On the next step, select your trigger event. Currently, you can select from one of four available triggers (New Free Trial Booking, New Client, New Order, or New Booking)
You’ll then need to select an account, which means that you’ll need to connect your account
Select Sign into Sawyer Tools and a window will pop up asking you to authorize Zapier on your Sawyer account
From here you should be able to set up the Zap to your liking.
Our beta release includes three Zap options- you can funnel new order, new client, and trial class data to apps of your choosing to set up email workflows, seamless data entry, and more. We will be releasing additional zaps over time and will keep you informed when new options are added.
1. New Free Trial Booking- these data fields can be used to create customized marketing workflows and automations for trial class participants
Order number
Free Trial Class Date
Child Name
Member Name
Member Email
Member Mailing Address
Member Phone number
Instructor Name
Class location
2. New Orders placed on Sawyer - these data fields can be used to set up a basic quickbooks entry or marketing triggers when new orders are placed.
Order ID
Order Date
Payment Method
Order Total Before Coupon
Checkout Amount
Amount Owed
Gift Card Amount
Amount Paid
Remaining Balance
Stripe Fees At Checkout
Sawyer Fees At Checkout
Net Amount To Provider From Checkout
Customer Email
Customer Name
Customer Phone Number
Customer Address
Student Name
Activity Name
Instructor Name
Booking Date(s) (this could be a date range or individual dates, depending on booking type)
Booking Time(s)
2b. New! New Orders V2 - here are the new updates to include the following:
Activity Information
Activity Name, Date, Time, Location, Instructor
Schedule information: Schedule type, name, date(s), holiday
Booked Date(s)
for each participant
Participant
Name, Age, DOB, Form Fields, Allergies, School
Include Coupons
Code
Type (% or Fixed)
Amount off
Order or Cart Item Eligible
3. New Client created on Sawyer - these data fields can be used to create custom marketing triggers such as welcome emails when new clients are added to your Sawyer portal or via the widget. Please note: the New Client trigger is available when a new customer profile has been created but does not necessarily mean that the customer has placed an order yet.
Name
Email
Phone
Address
street_address_one
street_address_two
city
state
zip_code
Children
Secondary_contact
Secondary_contact_phone
Secondary_contact_email
Caregiver_name
Caregiver_phone
4. New! New Bookings-these data fields can be used to create customized marketing workflows and automations for new bookings for class participants.
Client
Name
Email
Phone
Address
Participant
Name
Age
DOB
Form Fields
Allergies
School
Order Information
Activity Information
Schedule Information
Booking creation
Booking created at timestamp
Where was booking created?
Enrollment type (Payment type)
4b. New! Updated Booking - these data fields can be used to create customized marketing workflows and automations when a booking is updated for class participants. It will include the following information: Canceled, Transferred, Enrolled from Waitlist.
Client
Participant
Order Information
Order ID
Date
Booking Information
Change type: Transfer, Cancel, Enrolled from Waitlist
Current/Existing Activity Information
Activity Name, Date, Time, Location, Instructor
Schedule information: Schedule type, name, date(s), holiday
Enrollment Type (Payment type) - Drop In, Semester, Weekly Camp…etc.
Updated Booking Activity Information
Booking Updated at timestamp
Activity Name, Date, Time, Location, Instructor
Schedule information: Schedule type, name, date(s), holiday
Enrollment Type (Payment type) - Drop In, Semester, Weekly Camp…etc.
Should you have any questions about the beta Sawyer+Zapier integration, email our team at [email protected]!