How to Generate Reports with Zapier

Modified on Fri, 8 Sep, 2023 at 1:41 PM

SimpleTix has integrations with Zapier that allow you to export your reports to your preferred platforms.

These reports can be automated and be triggered freely depending on your customizations.



To generate reports with Zapier:


1. Go to zapier.com then create an account or log in.

2. Once logged in, click the + sign and create a Zap


Once logged in, click the + sign and create a Zap



3. Set the app that initiates your trigger.

  • Search for SimpleTix and click on it.


Set the app that initiates your trigger.



4. Select an event that triggers a report entry.

  • In most cases, it'll be when a New Order is placed. 
  • You have the option to freely select one depending on your reporting needs.


Select an event that triggers a report entry.



5. Once you've chosen the event that triggers the Zap, click Continue.


Once you've chosen the event that triggers the Zap, click Continue.



6. You will now be asked to link a SimpleTix account.

  • Choose an existing one or connect a new account then authorize.


You will now be asked to link a SimpleTix account.



7. Once your account is linked, click Continue to proceed.


Once your account is linked, click Continue to proceed.



8. You'll now be asked to select a status linked to your initial event trigger.

  • For this example, we're going with New Order > Order Complete.
  • This option may not be present depending on your initial event trigger.


You'll now be asked to select a status linked to your initial event trigger.



9. Once done with your selection, click Continue.


Once done with your selection, click Continue.



10. Zapier will now attempt a test to retrieve information from your latest order.

  • This will confirm that the account is linked and that the automation will run properly.
  • Click Test Trigger to proceed.


Zapier will now attempt a test to retrieve information from your latest order.



11. Once the test is complete, you'll see details from your most recent order.

  • If correct, click Continue.


Once the test is complete, you'll see details from your most recent order.



12. You can now select where you want the SimpleTix reports to go.

  • You can place the report into Google Sheets or have Zapier add a message on Slack.
  • You're free to choose where the reports go and what kind of reporting you want generated.
  • You can also add filters if you only want reports generated from a certain event or that have certain properties.


You can now select where you want the SimpleTix reports to go. 

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