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
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.
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:
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.
Navigate to Build > Advanced > Applications.
Click on "+ Add a new application".
Give the application a descriptive name (like Zapier), and select "Integration API".
Click "Add application".
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
Go to www.zapier.com and log in with your account (or create a free one if you don't already have one).
Open the pre-made Zap for sending providers a reminder email to add payout details here.
Click on "Try this Zap."
Step 1: Listing updated
As the Zap trigger, we will use the listing updated event.
In the Setup section, select Sharetribe as the app
Select "Listing Events" as the Action event
Connect your Sharetribe account
Click Continue to move to the Configure section
Select "Listing updated" as the Event type
Click Continue to move to the test section
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.
In the Setup section, select Filter by Zapier as the app
Click Continue to move to the Configure & test section
Select "Listing state" in the Only continue if field.
Select (Text) Exactly matches, and enter "published"
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.
In the Setup section, select Delay by Zapier as the app
Select "Delay For" as the Action event
Click Continue to move to the Configure section
In the "Time Delayed For (value)", enter 3
In the "Time Delayed For (unit)", enter days
Click Continue to move to the test section
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.
In the Setup section, select Sharetribe as the app
Select "Show user" as the Action event
Connect your Sharetribe account
Click Continue to move to the Configure section
In the User ID field, enter "Listing author ID"
Click Continue to move to the test section
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.
In the Setup section, select Filter by Zapier as the app
Click Continue to move to the Configure & test section
Select "User Stripe Connected" in the Only continue if field.
Select (Text) Exactly matches, and enter "false"
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.
In the Setup section, select Gmail (or your preferred email tool) as the app
Select "Send email" as the Action event
Connect your Email account
Click Continue to move to the Configure & test section
Select "User Email" in the To/ email receiver field,
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 teamClick Continue to move to the test section
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!
Learn more about the Sharetribe-Zapier integration or review all our Zapier templates for automating marketplace workflows.
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!