Connecting Zapier with YoPrint and Creating a Zap

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Zapier connects YoPrint to other apps so you can automate routine print-shop tasks. A Zap is an automated workflow between apps. Its trigger is the event that starts the automation, and its action is what happens next. For example, a new sales order in YoPrint can trigger an action that creates an event in Google Calendar, or a new form submission can trigger an action that creates a customer in YoPrint.

To connect YoPrint with Zapier, you need your YoPrint API key and Team ID. API access is available to teams with an active subscription.

Check API access in YoPrint

  1. In the top-right corner of the navigation bar, click your initials avatar to open the user menu.

    Open the user menu from your avatar

  2. Click Profile.

    Choose Profile from the user menu

  3. Scroll down to the API Access card and check your credentials.

    The API Access card on your profile

    Trial evaluation access

    If the card says To evaluate our API during trial, please contact support@yoprint.com, contact YoPrint support before you continue. Support can enable API evaluation for your trial team upon request. You can also activate a paid subscription to reveal your credentials immediately.

  4. Copy both the API key and the Team ID.

    Your Team ID is the unique identifier code shown in the Team ID field on this card. Do not enter your shop's business name.

Keep your API credentials private

Treat your API key and Team ID as private account credentials. Do not share them in screenshots, messages, or public code.

Open YoPrint in Zapier

  1. In the top navigation bar, click Configuration.

    Click Configuration in the top navigation bar

  2. In the dropdown menu, click Settings.

    Choose Settings from the Configuration menu

  3. In the left sidebar under Configuration, click Apps.

    Click Apps in the Settings sidebar

  4. On the Zapier card, click Connect.

    Click Connect on the Zapier card

    YoPrint opens the YoPrint integrations page on Zapier in a new browser tab. Clicking Connect does not change the card in YoPrint. You configure and manage the connection entirely inside Zapier.

Build your YoPrint step in Zapier

Zapier

These steps happen in Zapier. Zapier's screens may have changed since we took these pictures. If something looks different, follow Zapier's guide: Zap workflows quick start guide.

The steps below follow an example Zap that sends a Slack direct message when artwork is approved in YoPrint. They start with YoPrint as the trigger. Keep the API key and Team ID from Profile > API Access ready. Enter the exact code shown in the Team ID field, not your shop's business name.

  1. On YoPrint's Zapier integrations page, click Log in to sign in to your Zapier account. If you need an account, use Sign up first. Return to these instructions once you are signed in.

  2. In your Zapier dashboard, click Create Zap to open the Zap editor. Return here with the Zap editor open.

    Create a new Zap in your Zapier dashboard

  3. Search for YoPrint and select it as the app.

    Search for and select YoPrint in the trigger step

  4. In Trigger event, select what should start your Zap, then click Continue.

    Choose the trigger event and continue

  5. Under Account, click Sign in to connect your YoPrint team.

    Click Sign in to connect your YoPrint account

  6. In the pop-up window, enter your credentials. Enter the Team ID you copied from YoPrint in the Team ID field. Enter the API key from the same YoPrint team's API Access card in the API key field. Click Yes, Continue. Once the connection completes, select your connected YoPrint account in the Zap editor. There is no Zapier key to paste back into YoPrint.

    Enter your YoPrint Team ID and API key in the pop-up window

Use YoPrint as an action instead

To have an event in another app change something in YoPrint, first follow Zapier's trigger guide for that app. Return with a tested trigger and a selected test record. Then select Action, choose YoPrint, and select an Action event from its available events. Use the same Team ID and API key connection steps above, then follow the action setup and testing guidance below.

Finish, test, and turn on your Zap

Zapier

These steps happen in Zapier. Zapier's screens may have changed since we took these pictures. If something looks different, follow Zapier's guide: Set up your Zap action.

  1. In the Test trigger section, click Test trigger to test your YoPrint connection.

    Click Test trigger to test your YoPrint connection

    Return with a test record selected and the fields you want to send to the next app.

  2. Once tested, click Continue to move on to adding an action.

    Click Continue to move to the action step

  3. Choose the receiving app for your action, such as Slack.

    Select the action app

  4. Select the action Event, such as Send Direct Message, then click Continue.

    Select the action event

  5. Click Continue to confirm the action event choice.

    Confirm the action event and click Continue

  6. If you have not connected the receiving app to Zapier, follow the prompt to connect your account. Return with the action's app account selected.

    Connect your action app account

  7. Fill in the required action fields with details from your trigger and click Continue. Continue once the action has the fields it needs.

    Fill in the action details and click Continue

    Action tests can change your data

    Zapier performs the action when you test it. Use records and destinations you are comfortable changing, including any message recipients.

  8. Click Test and Continue to test the action.

    Click Test and Continue to test the action

  9. Check the result in the receiving app against the values you sent.

    Direct message received in Slack prompted by the test

  10. Click Publish & Turn On to turn on your Zap.

    Click Publish and Turn On

    The Zap runs for new trigger events after publication. Return to YoPrint with the Zap turned on; you do not need to paste a Zapier credential into YoPrint.

  11. Confirm that your Zap is published and turned on.

    Confirmation that your Zap is on

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