Zapier

Zapier is a code-free tool that lets you connect to 5,000+ apps to automate rewards or sync data.

Example scenarios

Zapier lets you perform an action when a certain LoyaltySurf event occurs, without having to write any code. Here are a few scenarios in which you would use Zapier:

  • Trigger Loyalty Action: WHEN you get a new response in Google Forms, THEN trigger a loyalty action.

  • New Participant Reward: WHEN a participant achieves a loyalty action goal and unlocks a reward, THEN automatically send them a coupon code through Coupon Carrier.

Getting started

  1. To begin, access the LoyaltySurf app on Zapier by clicking here.

  2. Click the Connect to 5,000+ Apps button.

  3. Log in to your Zapier account or create one if necessary.

  4. After logging in, you will be taken to the Zap editor screen, where LoyaltySurf will be visible as the trigger for the Zap you are setting up.

Note: Zapier's free plan provides you with 5 total Zaps and 100 free monthly tasks. For more, you will need to upgrade your Zapier plan. Also, if you do not have a Zapier account, you will be prompted to complete a short questionnaire before you can create a Zap.

Next steps

View our Tutorials for examples of how to set up Zaps for common scenarios.

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