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Zapier tutorial: Send providers an email reminder to add payout details
Zapier tutorial: Send providers an email reminder to add payout details

How to send your providers a email reminder to add payout details.

Yifan Dong avatar
Written by Yifan Dong
Updated over 2 weeks ago

Welcome to a practical Zapier tutorial! In this guide, you'll learn how to send your providers an email reminder to add their payout details.

This Zap is particularly useful if you choose not to require providers to add payout details before publishing a listing, so you don’t have to remind them manually.
By default, providers are required to enter their payout details before they can publish a listing. If you decide to disable this requirement, providers will be able to publish a listing without adding their their payout details. However, once the listing is published, they might forget to add their payout details to the marketplace, which makes the listing un-purchasable by customers. In these scenarios, it can be helpful to send an automatic email reminder prompting providers to add their payout information.

About Zapier

Zapier is a powerful and versatile tool for integrating different tools into your marketplace. You can learn more about Zapier in our introductory article or through this brief video from Zapier.

If you haven’t read the introduction and the action/event Zapier articles, we encourage you to do so to better understand how Zapier works. But if you want to dive straight into action, feel free to read on!

What you need for this tutorial

External accounts

  1. Zapier Account

    • Create a Zapier account if you don’t already have one. You can sign up at www.zapier.com.

    • During registration, Zapier may ask which apps you plan to use. You can enter Sharetribe at this point or add it later.

  2. Email tool

    • To send providers the email reminder, you'll need an email tool that allows sending emails and is integrated with Zapier (for example, Gmail).

How to set up your marketplace

Your marketplace must be configured in a certain way to support this Zap. Here is how you should set things up:

  1. Recently created listing

    • This will be used to test that Zap works correctly

    • If there haven't been recently created listings, go ahead and create one now!

Getting your Integration API key from Console

You'll need Integration API keys to connect your Sharetribe marketplace to Zapier.

  1. Click on "+ Add a new application".

  2. Give the application a descriptive name (like Zapier), and select "Integration API".

  3. Click "Add application".

  4. Important: Copy and paste the Client ID and Client secret to a safe place, like a password manager.

IMPORTANT: Think of the Client ID and Secret as a sort of a password to your marketplace that can be used to access your marketplace data through other services. Note that you won’t be able to ever see the Client secret to this application again in the Console under any circumstances. Make sure you copy it to a secure place. If you lose it, you will need to create a new application.

Creating the Zap, step by step

(Optional) Importing the Zap template

  1. Go to www.zapier.com and log in with your account (or create a free one if you don't already have one).

  2. Open the pre-made Zap for sending providers a reminder email to add payout details here.

  3. Click on "Try this Zap."

Step 1: Listing updated

As the Zap trigger, we will use the listing updated event.

  1. In the Setup section, select Sharetribe as the app

  2. Select "Listing Events" as the Action event

  3. Connect your Sharetribe account

    1. Click Continue to move to the Configure section

  4. Select "Listing updated" as the Event type

    1. Click Continue to move to the test section

  5. Test this action to confirm that Zapier can find a newly created listing on your marketplace.

Step 2: Filter for published listings

Next, we’ll filter for published listings. This ensures that only providers with listings in the published state will receive the reminder email.

  1. In the Setup section, select Filter by Zapier as the app

    1. Click Continue to move to the Configure & test section

  2. Select "Listing state" in the Only continue if field.

  3. Select (Text) Exactly matches, and enter "published"

    1. Click continue.

Step 3: Delay for 3 days

In this step, we’ll configure a time delay before the Zap continues. This delay gives providers time to add their payout details before receiving the reminder. We’ll configure a 3-day delay in this tutorial, but feel free to adjust it as needed.

  1. In the Setup section, select Delay by Zapier as the app

  2. Select "Delay For" as the Action event

    1. Click Continue to move to the Configure section

  3. In the "Time Delayed For (value)", enter 3

  4. In the "Time Delayed For (unit)", enter days

    1. Click Continue to move to the test section

  5. Test this action to confirm that Zap works correctly

Step 4: Retrieve provider data

In this step, we'll retrieve provider information which will be used later.

  1. In the Setup section, select Sharetribe as the app

  2. Select "Show user" as the Action event

  3. Connect your Sharetribe account

    1. Click Continue to move to the Configure section

  4. In the User ID field, enter "Listing author ID"

    1. Click Continue to move to the test section

  5. Test this action to confirm that Zapier can find the correct author of the newly created listing

Step 5: Filter for users missing payout details

In this step, we'll add a filter to include only providers who haven't added their payout details. This will ensure that providers who added their payout details will not receive the reminder email.

  1. In the Setup section, select Filter by Zapier as the app

    1. Click Continue to move to the Configure & test section

  2. Select "User Stripe Connected" in the Only continue if field.

  3. Select (Text) Exactly matches, and enter "false"

    1. Click continue.

Step 6: Send reminder email

In the last step, we'll send the reminder email to the provider who posted a listing but did not add their payout details yet.

  1. In the Setup section, select Gmail (or your preferred email tool) as the app

  2. Select "Send email" as the Action event

  3. Connect your Email account

    1. Click Continue to move to the Configure & test section

  4. Select "User Email" in the To/ email receiver field,

  5. Fill in the Subject and the body fields of the email. Below is an example of the text you could use:

    Subject: Remember to add your payout details

    Hi,

    You recently created a listing on the marketplace, but haven't yet added your payout details.

    Remember to add your payout details so that other users are able to purchase your listing.

    If you have any questions, feel free to reply to this email!
    Kind regards,
    The marketplace team
    1. Click Continue to move to the test section

  6. Test this action to confirm that the email reminder is sent correctly

That's it! The provider should now receive a reminder email asking them to add their payout details to the marketplace.

Final thoughts

Thanks for reading this tutorial about creating a Zap for sending an email reminder to providers who have not added their payout details!

Please get in touch with us from your Console or from the bottom right section of this page from the chat widget if you have any questions about this guide, or anything else. We'll be happy to help!

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