Zapier

Prerequisites

Use Cases

This integration allows you to send events from any applications you have connected to Zapier (eCommerce, billing, CRM, etc.) to Extole's Events API. These events can be used to trigger actions within the Extole platform, such as rewarding customers for completing certain actions, sending promotional or triggered email notifications, or tracking specific customer actions for analytics.

Integration Steps

Connect to Your Extole Account

Extole’s Events API requires authentication via a token for any requests you send via Zapier. You can generate your token in the Security Center of your Extole account by clicking + New Access Token and following the prompts. Make sure to save your Access Token in a safe place, as you won't be able to access it beyond this point.

Set up your Zapier Actions

To set up your Zap action, complete the following steps.

1. Create a new Zap with “Catch Hook in Webhooks by Zapier” as the trigger.
2. Copy the webhook URL from the "Test Trigger" section and add it to the application connected to Zapier from which you want to send events to Extole.
3. Create a new “Webhooks by Zapier” action in your Zap and select POST as the type of API call you’d like to make.
4. Under “Choose app & event,” paste in the Extole Events API URL https://api.extole.io/v5/events in the URL field and insert the topic data item from the available fields.
5. Choose the payload type JSON.
   Select No for the option to Wrap Request.
   Select Yes for the option to Unflatten.
6. Leave the fields for Data, File, and Basic Auth blank.
7. Under Headers, type Authorization in the first field and Bearer in the second field followed by the access token you generated in your My Extole account.
8. Make sure to save your new action.