Integration
Caterer Manager and Zapier
With Zapier, Caterer Manager tells your other tools when a customer is created or an online payment is received, with no programming. Included from the Professional plan.
Updated October 4, 2026What the integration does today
- CM sends three triggers to Zapier: new customer, payment link paid, online payment received in the shop.
- Each trigger carries the useful data: customer contact details; payment amount, date, card, invoice, event and customer.
- From there, Zapier does the rest in your tools: a row in Google Sheets, a Slack message, a contact in your newsletter tool, a task in your project manager.
- You manage everything from CM: activation, Zapier key, list of active connections and their status.
What flows
| New customer | CM → Zapier. Name, customer number, email, phone, creation date. |
|---|---|
| Payment link paid | CM → Zapier. Amount, date, gateway, card, invoice, remaining balance, event, customer. |
| Online payment received | CM → Zapier. Same data, plus the shop and the order. |
| Direction | One way: CM emits, Zapier acts. Zapier creates or changes nothing in CM. |
What does not flow
- No incoming action: Zapier cannot create a customer, an event or an order in CM.
- No trigger yet for events, orders, invoices or proposals.
- An online payment without a transaction (pay on invoice, payment code) emits nothing.
Plan and cost
Included in the Professional and Enterprise plans. Your Zapier account and plan are yours, under Zapier’s pricing.
Getting started
- 01 Create a Zapier account.
- 02 In CM, Settings → Integrations → Zapier: enable the integration and generate your Zapier key (shown once).
- 03 In Zapier, add Caterer Manager with that key, pick a trigger (New customer, Payment link paid, Online payment received) and the action in your tool.
- 04 Test: CM lists the connection with its status (active, pending, failing).
Frequently asked questions
What if Zapier does not respond?
CM retries three times. A Zapier outage never prevents the customer from being created or the payment from being recorded in CM.
Who can manage the integration?
By default, the account owner; the permission can be granted to another role.
Can I revoke access?
Yes: regenerating the key invalidates the old one, and disabling the integration cuts every connection.
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