Integrations Site Integrations

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Site integrations allow you to integrate your Site with external services to extend it with additional functionalities.

Automation

Zapier

Zapier integration allows any user from zapier.com to receive data (by a trigger every 15 minutes) about new Pilvi Services, Products and (Customer) Profiles.

Currently supported Zapier Triggers for getting Pilvi data are:

  • New Service (poll)
  • New Product (poll)
  • New Customer Profile (poll)
  • Service Trial Ended (instant)
  • Order Created (instant)
  • Quote Approved (instant)
  • Quote Created (instant)
  • Quote Expired (instant)
  • Quote Rejected (instant)
  • Quote Sent (instant)

To setup Zapier integration with Pilvi, you need to create a Zapier Zap at zapier.com, and use Pilvi app in the Zap.

To use the Pilvi Zapier app, you need to provide the following authentication details:

  • Site identifier
  • API key
  • API domain (use the default)

The values for these fields need be created on Pilvi Platform, and copied into Zapier:

To create or check the API key, in Manager

  1. From under the 'System' side menu item, open Zapier Integration page.
  2. Click "Create new Zapier API key" button.
    Existing Zapier API key will be removed and will no longer be valid. A new Zapier API key will be created. Previous integrations between Zapier and Pilvi Platform after creating new Zapier API key will no longer work.
  3. Copy API key and Site identifier into Zapier

Authentication

Azure AD B2C

For information on how to use Azure AD B2C for authentication, see Managing Pilvi™ - User Authentication and Registration page

Analytics

Currently supported analytics providers

  • Google Analytics
  • Google Tag Manager
  • Facebook Pixel
  • Segment

For information on how to enable 3rd party analytics, see Managing Pilvi™ - Analytics page

Payments

Stripe

Stripe integration allows your Site to

  • receive one-off payments
  • perform recurring payments with the option of saving the payment details for future payments

For information on how to enable Stripe integration, see Managing Pilvi™ - Payments page

Paytrail

Paytrail integration allows your Site to

  • receive one-off payments

For information on how to enable Paytrail integration, see Managing Pilvi™ - Payments page

Netvisor

Netvisor integration allows your Site to

  • receive offline payments via bank transfers

For information on how to enable Netvisor integration, see Managing Pilvi™ - Financial Management page

Financial Management / Invoicing

Netvisor

Netvisor integration allows your Site to

  • send Customer, Product, Invoice and Payment data to Netvisor
  • receive offline payments from Netvisor

For information on how to enable Netvisor integration, see Managing Pilvi™ - Financial Management page

Marketing Automation

Marketo

Marketo integration allows you to do lead association with Marketo Lead Tracker (Munchkin).

Messaging

SMS (via Fromni)

SMS integration allows your Site to

  • send SMS messages to your customers using Action Rules

For information on how to enable Netvisor integration, contact Pilvi sales.