Gumroad

Gumroad is a platform for creators to sell digital products, courses and memberships. Connecting Gumroad to Resool shows each buyer's Gumroad purchases with product, price and refund status next to the conversation, lets agents share your products in a reply, and lets workflows start automatically when a sale, a refund or a membership cancellation comes in.

#What you can do with Gumroad

In the Inbox and on the contact page

• Customer details: what the buyer has spent with you and how many purchases they made.
• Orders: the buyer's purchases with date, product, total and payment status (for example Paid or Refunded). Hover a purchase to see the product.
• Share product: search your Gumroad products and copy a ready-made message with the product's name, price and link.
• Open in Gumroad to jump to your Gumroad sales.

In Workflows

• Start a workflow when Gumroad sends a sale, a refund or a cancelled membership: Order Created, Order Paid, Order Status Changed, Order Cancelled and Order Refunded.

#Before you begin

• You need a Gumroad account that sells products.
• In Resool, only workspace Owners and Admins can connect apps.
• Gumroad shares the buyer's email, not their phone number. Purchases are matched to a contact by email address only, so the contact needs the email the buyer used on Gumroad.

#How to connect Gumroad to Resool

1. Go to Settings › Apps.
2. Find Gumroad under Available now (or open the E-commerce tab) and click Connect.
3. The Connect Gumroad dialog lists what Resool will be able to do: see your sales and the buyers' emails, see your products, and get instant updates on sales, refunds and cancelled memberships. Click Continue.

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Settings › Apps › Gumroad › Connect

The "Connect Gumroad" dialog with its description, the three permissions and the Cancel and Continue buttons.

File: screenshots/gumroad-connect-dialog.png

1. Sign in to Gumroad in the window that opens and authorize Resool.
2. You're returned to Resool and see Gumroad connected. The card shows your Gumroad account and the Manage and Disconnect buttons.

#How to configure Gumroad

Click Manage on the Gumroad card to open Gumroad settings.

• Store: the Gumroad account connected to this workspace.
• Contact panel: Orders are Always shown. Turn Customer details on or off, then save with the save bar at the bottom.
• Product sharing: click Edit next to Product message to change the text agents copy with Share product. Use {title}, {price} and {url}; {url} is required and the message can be up to 500 characters.
• Live updates: when it says Live updates are off, click Refresh to reconnect the missing notifications.
• Open Gumroad store opens your Gumroad dashboard.

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Settings › Apps › Gumroad › Manage

The "Gumroad settings" side sheet with Store, Contact panel (Orders, Customer details), Product sharing and Live updates, and the "Open Gumroad store" button.

File: screenshots/gumroad-settings-sheet.png

#How to use Gumroad in the Inbox

1. Open a conversation in the Inbox.
2. Click the Gumroad icon in the right-hand sidebar.
3. Review the buyer's Customer details and purchases under Orders.
4. To recommend a product, click Share product, search for it and pick it. The product message is copied; paste it into your reply.

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Inbox › open a conversation › Gumroad icon in the right sidebar

The Gumroad panel for a matched buyer with Customer details, two purchases (one Paid, one Refunded), the Share product search open with a few products, and the "Open in Gumroad" button.

File: screenshots/gumroad-inbox-panel.png

The same panel opens from the contact's page under Connected apps.

#How to use Gumroad in Workflows

1. In Workflows, click the trigger, choose the E-commerce group and pick the Event.
2. Set Store to Gumroad (or Any connected store).

What each Gumroad notification starts:

The workflow runs for the contact with the buyer's email, and creates a contact when there is none. Messages can use {{order.number}}, {{order.total}}, {{order.currency}}, {{order.items}}, {{order.refund_amount}} and {{customer.name}}.

Gumroad doesn't allow other apps to change sales, so the Update order status, Add order tag or note and Create or update customer steps aren't available for Gumroad.

#How to disconnect Gumroad

1. Go to Settings › Apps and click Disconnect on the Gumroad card.
2. Confirm in the Disconnect Gumroad? dialog.

Resool stops accessing your Gumroad account. Contacts already in Resool stay.

#FAQ and troubleshooting

#Why doesn't a buyer's purchase show up?

Purchases are matched by email only.

What you can do:

• Add the email the buyer used on Gumroad to the contact.
• If the buyer used a different email for a later purchase, add that email instead.

#Does a workflow start for past sales?

No. Workflows start on sales, refunds and cancellations Gumroad sends after you connect it.

#Can I change or refund a sale from Resool?

No. Gumroad doesn't let other apps change sales. Open the sale in Gumroad to refund it.

#What's next?

• Workflow triggers
• Contact details panel
• Square
• Getting started with apps