Do you want to send a notification (like an email), but only to a specific customer? Do you want to create a zap that

  1. Create and name your Zap. Then set the first trigger app to Super Dispatch (use the latest version available)

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  2. Set the Trigger Event. In this example, we’ll use Order Picked Up. Then click Continue.

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  3. Choose your Super Dispatch Account from the drop down. If this is your first time using Zapier, it will prompt you to sign in with your Super Dispatch credentials. Click Continue.

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  4. Click Test Trigger.

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  5. The test should find a shipper order. Click Continue.

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  6. In the next section, Search for and select Filter by Zapier.

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  7. This step is where you’ll want to set the filter criteria. It’s best to think of this in If/Then Statements. In this example, we want to send an email only to a specific customer. So our statement would look like this: Only continue if… Customer Business Name - (Text) Exactly Matches - Chelsea Hauling Test. Make sure you set the Customer Business name from the drop down of Super Dispatch options. Then in the last box type the name exactly as it appears with in the Shipper TMS. Any typos will cause the zap to fail. Then click Continue.

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  8. Click Continue. You will get a message that says your zap would not have continued. This is because the name you entered to match did not match the Customer Name from the first step. That is ok and expected behavior. Click Continue again.

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  9. In the next section, select Gmail as the app. (Or whichever tool you’d like to use to send the notification)

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  10. Choose an event. In this case we will select Send Email. Click Continue.

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  11. Select your email account from the drop down. If this is your first time using this tool with Zapier, it will prompt you to log into your account. Click Continue.

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  12. In the Set Up Action section, set the following required fields:

    1. To
    2. from
    3. Subject
    4. Body
    5. Signature

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    Once you’ve set the fields, click Continue.

  13. Click Test action.

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  14. This test might fail if there wasn’t a customer or customer email in the sample order found in step one. If it fails, it’s ok to click publish anyways. Click publish.

  15. Create a test order in the Shipper TMS and test your zap! Make sure to set an email in that customer contact field in the customer section.