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Zapier

The Velocity-Zapier integration allows you to seamlessly integrate Velocity with the rest of your tech stack. Please complete the following steps to connect to the Velocity-Zapier app:

If you haven't already, please ask your Velocity account manager to enable the Zapier integration within Velocity.

Prerequisites

  • The Velocity-Zapier integration must be enabled upon request

  • You must have a Zapier account (this is not provisioned or managed by MedShift)

Setup

App Access

The Velocity app within Zapier is private. Please click one or both of the following links to gain access to the appropriate environment(s):

  1. Each member of your Zapier team (that needs access) must click the link above

  2. Click "Accept invite & build a zap"

  3. Then, in Zapier:

    1. On the left hand navbar, click App Connections

    2. Search for "Velocity"

    3. Click on the latest version

    4. Supply your domain (if your Velocity URL is example.velocity.medshift.com, supply the value "example")

    5. Supply your API key (from the Velocity > settings > integrations page)

Usage

Once the steps above are completed, Velocity should be an app option while building zaps.

Our team is actively developing both triggers and actions for our Zapier app. If any trigger, data, or action is missing from your workflow, please reach out and let us know how to improve!

Version History

v1.12.0

New Actions

  • Set Customer Ownership

  • List Customer Ownerships

  • Set Commission Override

  • List Commission Overrides

  • Find Rep Link

v1.11.0

New Actions

  • Create External Order

Improvements

  • Added "Send account creation email" option to Create Customer

  • Implemented test responses for all triggers

v1.10.0

New Actions

  • Find Sales Rep

  • Create Sales Rep

  • Update Sales Rep

Improvements

  • Added created_by field to Customer

v1.9.0

Improved Error Messages

  • API errors from Velocity are now included in a more useful, human-readable format in Zapier.

v1.8.0

New Actions

  • Update Order

  • Add coupons to order resource

v1.7.0

New Actions

  • Find Organization

New Triggers

  • New Customer Address

  • Updated Customer Address

  • Customer Address Deleted

v1.6.0

New Actions

  • Create Customer Address

  • Update Customer Address

  • Create Organization

  • Update Organization

New Triggers

  • Updated Customer

v1.5.0

New Triggers

  • New Order Refund

v1.4.0

New Triggers

  • New Shipment

  • New Payout

New Actions

  • Find Customer Address

  • Add "billing email" field to customers

  • Show environment-specific frontend URL in auth setup

v1.3.0

New Triggers

  • New Terms Order Payment

  • New Terms Order Forgiveness

  • Terms Order Payment Reversed

  • Terms Order Forgiveness Reversed

v1.2.1

Updates

  • Set ?limit=100 on searches

v1.2.0

New Actions

  • Find Customer

  • Create Customer

  • Update Customer

  • Find-or-Create customer

  • [Un]Approve Customer

  • Find Order

  • [Un]Approve Order

v1.1.0

New Triggers

  • Customer Approved

  • Customer Unapproved

Breaking Changes

  • Rename customer phone_number to phone

v1.0.1

Hello, World!

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