Create and update BenchmarkONE contacts from new PayKickstart orders

First, we need to connect PayKickstart and BenchmarkONE to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect PayKickstart to Zapier.

  Give Zapier access to your PayKickstart account, using PayKickstart credentials.

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  Connect BenchmarkONE to Zapier.

  Give Zapier access to your BenchmarkONE account, using BenchmarkONE credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for PayKickstart

  Choose the following trigger: New Order (Triggers when a new order is made.).

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  Then set up an Action for BenchmarkONE

  Choose this action: Create/Update Contact (Creates a new contact or updates an existing contact.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between PayKickstart and BenchmarkONE.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create and update BenchmarkONE contacts from new PayKickstart orders!