Integration with Primer
Armintas Griežė avatar
Written by Armintas Griežė
Updated over a week ago

Primer.io is the first automation platform that lets you build the best payment and commerce experiences in one integration, with clicks, not code.
It allows you to automate processes that improve operational efficiency & boost payment success all with no code. With Primer, you can connect Omnisend with 100+ payment processors, payment methods & commerce-focused platforms.



Benefits

  • Connect payment processors, payment methods & other commerce-focused tools & apps to Omnisend in just one integration.

  • Create and manage orders in Omnisend based on conditions that you set up in your Primer workflow.

Setup Process

To integrate Primer with Omnisend create the API key in Omnisend first. Follow these 3 easy steps to create an API key:

Go to Store settings:

Click on the 'API keys' section:

Then click the 'Create API Key' button:

Enter the name of your API key, keep default settings and click 'Save':

On the Primer dashboard, navigate to the Apps page by clicking Apps in the menu bar.

On the apps page, click on the Add new app button to add the Omnisend app

Search for the Omnisend app in the list of apps presented and click on Add app button to set it up.

You will be required to provide your API key for authentication. Paste it here and click Connect to proceed.

Setting up a workflow

  1. On the Primer dashboard, navigate to the Workflows page by clicking Workflows in the menu bar.

  2. On the workflows page, select the workflow that you want to add Omnisend to or create a new one by clicking the “New Workflow” button.

  3. Select a trigger to start your workflow from and click the “Continue” button to proceed. For this guide, we will use the Payment Created trigger

  4. In the Apps search bar, search for Omnisend and click on the “Create Order” action to add it to your workflow.

  5. Click on the Omnisend block in the workflow to configure it. You will be required to configure the following input information (You can use static data or information provided from your trigger or other apps):

    1. Order ID (The unique ID for the order)

    2. Email (The customer’s email address) - Optional

    3. Phone (The customer’s phone number) - Optional

    4. Contact ID (The customer’s unique contact ID in Omnisend) - Optional

    5. Currency (The currency for the order)

    6. Order Sum (The total amount for the order)

    7. Created at (This is the date and time that the transaction was created)

    8. Products

      1. Product ID (The unique ID for the product) - Optional

      2. Variant ID (The unique ID for the product variant) - Optional

      3. Quantity (The quantity of this product purchased in this order) - Optional

      4. Price (The unit price of the product) - Optional

      5. Title (The product title or name) - Optional

  6. You can add any other integration/tool that you want to your workflow. Just search for the app/tool in the Apps search bar.

  7. When you’re satisfied with the workflow, click “Publish” to publish the workflow.

  8. You will be shown a pop-up that asks you to confirm that you want to publish the workflow. Click Publish to proceed or Cancel to go back to editing the workflow.

Testing the workflow

  1. To test the workflow, click on the “Trigger Workflow” button at the top of the page.

  2. You will be shown a pop-up with the necessary fields to test the workflow. Fill in all the necessary information and click the “Trigger Workflow” button to trigger/start the workflow.

  3. Click on Runs in the menu bar to see the status of the workflow run.

  4. Click on the run at the top to see the details of the workflow run. You will be redirected to a page with details about the workflow and the run.

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