Automate Toasty Rewards with Zapier.
By integrating with Zapier, you can easily automate Toasty rewards through popular apps (e.g., Salesforce, Hubspot, Slack).
Table of Contents:
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Why integrate with Zapier?
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What is Zapier and how does it work?
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How do I set up the integration?
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FAQs
Why integrate with Zapier?
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Save Time: Automate repetitive tasks.
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Streamline Rewards: Make gifting effortless across your systems.
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Flexibility: Choose from thousands of apps to build your workflows.
With the Toasty-Zapier integration, you’ll enjoy more efficient and automated rewards processes, saving time while enhancing your ability to engage with your recipients.
What is Zapier and how does it work?
Zapier is a platform that automates workflows across 5,000+ apps, with no coding required.
A ‘Zap’ is an automated workflow that connects your apps together. Some Zaps are pre-built for your convenience. However, if you can’t find the one you need, you can always build your own Zap.
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Trigger: An event that starts the workflow. Zapier will look for triggers once set up.
For example, if you want to send rewards when someone fills out a form in a spreadsheet, the trigger could be "New Spreadsheet Row."
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Action: An event that happens after the trigger.
To send rewards through Toasty, the action would be "Send Reward."
What can I do with Zapier and Toasty?
With Toasty, you can send email rewards using thousands of Zapier triggers, such as survey responses, form submissions, CRM events, HR events, and more.
What do I need to set up the integration?
- A Zapier account
- A Toasty account (create a free account here)
How do I set up the integration?
1. Choose a pre-built Zap.
To get started quickly, choose from our popular pre-built Zaps.
Once selected, connect with Toasty using the Zap to streamline your workflow.
2. Build your own Zap.
2-1.
Log in to Zapier and click "Create Zap".
2-2.
Select your desired app and trigger event.
2-3.
Log in to approve the selected app.
2-4.
Choose the event that will trigger the reward from Toasty.
2-5.
Under 'Action,' search for Toasty.
2-6.
Select the event you wish to run in Toasty when there is a trigger.
2-7.
Log in to Toasty by clicking the 'Sign In' button under 'Account.'
2-8.
After logging in, fill out the required form to send the reward.
- Email (Required): Enter the recipient’s email.
- Name (Required): Enter the recipient’s name.
- Reward Campaign (Required): Select an existing Toasty campaign template for personalized rewards. See how to create a new campaign template here.
2-9.
Confirm before testing.
- Before testing, make sure to activate "Require approval for orders placed through Zapier" in Toasty -> Settings -> Control Center.
If not enabled, you may be charged for the test Zap.
2-10.
Test and finalize.
- Test the connection to ensure everything is working as expected.
- By default, all Zapier orders in your account require approval.
You can review your test orders in Integration -> Pending Order List.
Once the test is confirmed, you can cancel the test order and disable the approval requirement for Zapier in Control Center -> "Require approval for orders placed through Zapier."
Disabling this will trigger the payment automatically without approval.
However, if you prefer to review each order before sending, you can leave the approval requirement on.
2-11.
Publish the Zap.
Once everything looks good, click "Publish".
Zapier will automatically send rewards from your account whenever a trigger event occurs.
Please note: If your account balance is insufficient, you will receive a notification via email, prompting you to add more funds.
FAQs
How can I keep track of payments made via Zapier?
All payments triggered by Zapier will appear on your Order Management page.
How much does the Zapier integration cost?
It is free to integrate your Toasty account with Zapier. Zapier itself offers a free tier with limited integrations and tasks. See their full pricing details here.
What is order approval, and how does it affect orders made via Zapier?
Upon first integrating with Zapier, you will need to manually approve all Zapier-triggered orders. This means that orders won't be processed immediately, but placed in the Pending Order List for your review.
Order approval is initially set to 'required' to prevent actual rewards from being sent during testing. You can disable it at any time in the Control Center.
Once the test runs successfully, you can disable the approval requirement, allowing orders to proceed automatically. (Please note that your funds will be used for testing rewards, so be cautious.)
What should I do if I run into errors when testing a Zap?
Make sure the recipients' emails and names are correct. Also, check your available balance on Toasty. In the case of insufficient funds, you’ll receive an email notification prompting you to add more funds.
I can't use my "Trigger" app on Zapier. What should I do?
Each individual app on Zapier is created and supported by the respective company. You can find help documents for many apps here or contact support for the specific app for assistance.
Where can I learn more about how Zapier works?
Check out Zapier’s help center for in-depth guides and tutorials.
I’ve tried everything, but my Zap still isn’t working. What can I do?
Email us at support@toastycard.com, and we’ll be happy to assist you.