Skip to main content
All CollectionsIntegrationsOnline Connectors
How to create a client in Orderry using Zapier?
How to create a client in Orderry using Zapier?

Creating a client in Orderry from a filled out Google form using Zapier integration: step-by-step guide

Christina avatar
Written by Christina
Updated yesterday

Automating the collection of client data greatly simplifies the work of your business. Using the Google Forms and Zapier integration, you can automatically create clients in Orderry without manual data entry. In this article, we'll take a step-by-step look at how to set up a Google Form, connect it to Orderry via Zapier, and transfer data to your CRM system quickly and accurately.


Step 1. Create a Google form

1. Go to Google Forms.

2. Create a form with a few basic questions to collect information to create a client.

Since Zapier only allows you to transfer information to system fields, you don't need to create forms with many questions.

If you have custom fields that are required, you will need to make them non-mandatory, as you will not be able to transfer this data through Zapier, and therefore no clients will be created. If you have any system fields that are required, you should definitely add a corresponding question to your Google form.

Here is a list of the data you need to collect:

  • First name - this data is required, as it is impossible to create a client without a first name in Orderry.

The following data is standard for client forms and can be transferred through this integration, so we recommend asking for it as well, especially if it is set as required in your client form:

  • Address;

  • Phone number - in the correct format with the country code;

  • Email - in the correct format, because it is impossible to create a client with an incorrect email in Orderry;


💡 Tips

1. Make these fields mandatory.

2. We recommend that in the questions in the Google form, or in the description to the question, you specify in what format the phone number and email data should be entered. For example:

Please note that the phone number must be entered in the international format with the country code, i.e. in the following format: +10675676767.


Once the form is created, fill it out with the correctly formatted data so that it is easy to match this data with Orderry data when setting up the connection.

The next step is to set up the connection.


Step 2. Create a workflow between a Google form and Orderry via Zapier

1. Go to Settings > Integrations > Zapier and click Learn how.

2. Sign in to your Zapier account.

3. Click Create workflow.

Setting up a Google Form connection

Setup stage

Add Google Forms block.

Fill in the fields as follows:

  • App - Google forms;

  • Trigger event - New form response;

  • Account - add the Google account where you created the form for new customers.

Click Continue.

Configure stage

In the Form field, select the Google form you created. If you have just created it, and it does not appear in the list, click Refresh results.

Click Continue.

Test stage

Click Test trigger.

Several records of your completed form are displayed here. We recommend selecting the record that you created when testing the form in step 1.

Then click Continue with selected record.

If you do not have such a record, you can edit the one that was created automatically.

To do this, click on the record, then on Edit, and make the necessary changes in the fields you need (make sure that the email and phone number are in the correct format).

The edited record appears in the list. Select it and click Continue with selected record.

Setting up an Orderry connection

Setup stage

Add on the Orderry block.

Fill in the required fields:

  • In the App field, specify Orderry.

  • In the Action event field, select the Create client option.

  • In the Account field, select your Orderry account if you have already created a connection from your Zapier profile.

If you have not yet created a connection between Orderry and Zapier using an API key, then:

1. Click + Connect a new account.

2. In the window that opens, paste the API key, which you can copy to Orderry on the Settings > API page.

3. Click Yes, continue to Orderry and select this account in the field.

Click Continue.


Configure stage

Here, you need to map the fields in your Google form to the fields in the customer's card in Orderry.

To do this, click on the required field, then press the “/” symbol on the keyboard or “+” in the field and find the question and answer from your form that correspond to the field in the data list.

For example, in the Email field, select the question with the answer about email.

☝️ Be sure to fill in the First name field, because without it, you cannot create a client.

There are also system fields here that you fill in directly in the Orderry system, such as client discounts, Conflict check box, Supplier check box, etc. Therefore, these fields can be left without any data.

However, if you plan to use this form only for suppliers, or as part of a specific marketing campaign (for example, on your website), you can set standard values in the fields you need.

For example, select the “Website” option in the “How the client found us” field if the link to this form is only available on your website.

After filling in the fields you need, click Continue.

Test stage

Click Test step to test the connection. This step is optional, but you will be able to immediately check if everything is working correctly and if the client will be created in Orderry.

If everything is set up correctly, a client with your test data will be created in Orderry.

If any fields are missing or the data is incorrect (e.g., Email in the wrong format), Zapier will display it, and you can double-check that all the data is correct.

Once you're done with the settings, click Publish.

You're done! Your connection has been successfully created! From now on, every time you fill out a form in Orderry, a client will be created with the appropriate data.

Working with connections

All your created connections can be viewed both on the Settings > Integrations > Zapier page in Orderry and in your Zapier profile on the Zaps page.

To edit a connection, find it in the list of your connections, open it, and click Edit zap.

To disable a connection, open it and click the Turn Zap off slider.

You can delete a connection on the Zaps page of your Zapier account. To do this, find the desired connection, click on Options, and then Delete.

Did this answer your question?