• Agreement Completed
• Invoice Paid
• Subscription Activated
• Subscription Cancelled

• Create Client
• Create Invoice
• Create Subscription
• Find Advisor
• Find/Create Client
• Get Advisors
• Get Invoice by ID
• Get Invoices
• Get Subscription by ID
• Get Subscriptions

This array of functionality gives users a handful of new automation options. These options will of course depend on how your individual processes and workflows are laid out, but if you're interested in talking through what potential AdvicePay automations make sense for you, you can brainstorm with Arielle on a coaching call together and develop a plan of action.

How to Set Up the AdvicePay-Zapier Integration

Unlike the majority of Zapier's integrations, their connection with AdvicePay is actually a private connection. This means that you will not see AdvicePay within Zapier's public app directory, and instead need to enable the integration via an invite from AdvicePay.

You'll need two things at your disposal in order to receive access to this invite:

• A Zapier account (free plan is available, but any multi-step zaps require a paid plan)
• An AdvicePay account that is at least on their Professional plan. Essential plan users do not have access to this feature.

Once these two items have been set up and you're logged into both, you can follow the instructions below to connect AdvicePay to Zapier:

1. In AdvicePay, access your profile dropdown in the top right, then click Account Settings.
2. Under Account Settings, click the tab called Authorized Applications.
3. Locate Zapier from the list, and then click the Connect button alongside it.
4. A new window will open, saying that you've been invited to use AdvicePay on Zapier. Click the orange button at the bottom that says Accept Invite & Build a Zap.

Next time you go to build a zap and access the list of apps, search for AdvicePay, and it will appear within the list.

Conclusion

Thanks to AdvicePay's new integration with Zapier, advisors can now set up automations that link pieces of their tech stack like their CRM, scheduler, and form builders with AdvicePay. Whether your use case is automatically moving existing client data into the app, automatically creating invoices for your clients, or tracking AdvicePay data on something like Google Sheets, this integration offers a slew of efficiency adds for AdvicePay users across the board.

If you need help automating with AdvicePay, or have further questions about what's possible with the integration, please feel free to book an intro call with us or email us at [email protected].

Thanks for reading this edition of the Sphynx Automation blog series, and happy automating!