Installation

Here are the steps needed for you to integrate Xendit to Zapier:

  • Open this link to get the invite to use Xendit Zapier App.
  • Once clicked, you will be redirected to Zapier login page. Login to your Zapier account.
  • Once logged in, you will be redirected to this Xendit Zapier App invitation. Click “Accept Invite and Build a Zap”.
  • Once you accept the invitation, you will be redirected to the homepage of Zapier. Click “Create Zap” to start the integration process.
  • In this flow, we will use the example of Google Sheet Integration. Choose Google Sheet in App & Event when creating a trigger.
  • In Trigger Event, choose New Spreadsheet Row as the trigger (this would mean the action will be triggered every time there is a new spreadsheet row is added.
  • Click Continue.
  • Choose the Google Account that owns the spreadsheet file you want to use.
  • Click Continue.
  • Choose the spreadsheet that you want to use.
  • Choose the worksheet in the spreadsheet that you want to use.
  • Click Continue.
  • Click Test Trigger.
  • If test is successful, click Continue.
  • Now we need to create the trigger action. You will be directed to this page. Choose the newest version of Xendit in the search box
  • Once you select Xendit, you can choose the Action Event. From this list, you can choose which payment method do you want to make available when there is a trigger.
  • After selecting the Action Event, you will be asked to sign in to Xendit. Click Sign in to Xendit.
  • Once clicked, you will be redirected to the page where you need to fill in your secret API Key.
  • Fill in the box with your Secret API Key and click “Yes, Continue”. If successful, click “Continue”.
  • Next you will need to complete the Setup Action. In this page, you will need to specify from which column each of the parameter will be extracted.
  • After you successfully completed the previous step, click “Continue”.
  • Once done, click “Test step” when you land in this page.
  • If the test is successful, click “Publish” to turn on the integration.
  • Upon the completion of testing, the invoice email will be sent to the payer email address (assuming you set “Should Send Email as TRUE”).

Last Updated on 2023-12-14