Tutorials

We'll walk you through creating Zapier Zaps.

Table of contents

Example 1: New Participant Reward

In this example, we'll connect GrowSurf to Coupon Carrier, which will let us send a unique coupon to a participant when they reach a referral goal.

Click on the link above to view how to get access to GrowSurf on Zapier.

Note: Only the GrowSurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's GrowSurf account.

Once logged into Zapier, click the orange Make a Zap button in the top-right menu.

Step 2: Set up the Zap trigger

In the field Choose App, type Growsurf and select GrowSurf from the dropdown menu. Then in the field Choose Trigger Event, select New Participant from the dropdown menu.

Your screen should now look like this:

Click Continue, then click the Sign in to GrowSurf button. In the popup window, enter your GrowSurf email and password.

Click Continue, then click the Campaign field and select your GrowSurf campaign from the dropdown menu.

Click Continue, then click the blue Find Participant Reward button:

At the "Find Data" step, please note that there may be sample data that does not accurately reflect your campaign data. Sample data is only used to setup the Zap. When the Zap triggers for a live campaign, real data will be provided in the Zap.

You've now successfully set up the Zap to trigger on a new GrowSurf participant reward. Now it's time to create the action of sending the winner a coupon code.

Step 2.5: Set up Zap Filters

Before moving on, it's important to know if you need to use a Zap Filter. See the two questions below, and please follow the instructions if you answer 'yes'. Otherwise, if you answer 'no' to both these questions, you can skip this step entirely, and move onto Step 3: Set up the Zap action(s).

Question 1: Is there are least one double-sided reward for your campaign?

If you have at least one double-sided reward, then you will need to create two Zaps because two Zapier trigger events will happen for both referrer and referee (alternatively, you can use create just one Zap and use Zap Paths instead of a Zap Filter). Here's how you can discern between the two by using a Zapier Filter and the Participant Is Referrer property:

  • Step A: After setting up the Zap trigger, add the Zapier Filter immediately after (see screenshot)

  • Step B: Select Participant Is Referrer from the first dropdown (see screenshot)

  • Step C: Set the next field to (Text) Exactly matches

  • Step D: Set the last field to true or false, depending on what you are trying to achieve. Referrers will have Participant Is Referrer as true (see screenshot)

  • Step E: Test and continue

Question 2: Is manual reward approval enabled for your campaign?

If you have manual reward approval enabled, then two Zapier trigger events will happen: (1) when the reward is pending approval and (2) when the reward is approved. Here's how you can discern between unapproved/approved rewards, by using a Zapier Filter and the Reward Approved property.

  • Step A: After setting up the Zap trigger, add the Zapier Filter immediately after (see screenshot)

  • Step B: Select Reward Approved from the first dropdown (see screenshot)

  • Step C: Set the next field to (Text) Exactly matches

  • Step D: Set the last field to true or false, depending on what you are trying to achieve. Approved rewards will have Reward Approved as true (see screenshot)

  • Step E: Test and continue

Step 3: Set up the Zap action(s)

In the field Choose App, type coupon and select Coupon Carrier from the dropdown menu. Then in the field Choose Action Event, select Send a Code Email from the dropdown menu.

Your screen should now look like this:

Click Continue, then click the Sign in to Coupon Carrier button. In the popup window, add your Coupon Carrier API key.

Click Continue, then click the Insert-a-Field icon on the right-side of the Contact Email field and select Participant Email from the dropdown menu. Then in the Configuration field, select the Coupon Carrier configuration that you want to use.

Click Continue, then click the blue Send Test to Coupon Carrier button:

You've now successfully set up the Zap action. Click Done Editing at the bottom to finish, then click Turn Zap On. Your Zap is now live and will send a coupon whenever a GrowSurf participant reaches a referral goal and unlocks a reward.

Need multiple actions?

You can use Multi-Step Zaps to create multiple action steps in your Zap. For example, with the above Zap you send a coupon via Coupon Carrier. You could chain an additional action, like 'get a notification in Slack', within the same Zap.

Example 2: New Participant

In this example, we'll connect GrowSurf to HubSpot. Whenever a new participant is added to your GrowSurf referral campaign, we'll add/update them as a HubSpot contact.

Click on the link above to view how to get access to GrowSurf on Zapier.

Note: Only the GrowSurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's GrowSurf account.

Once logged into Zapier, click the orange Make a Zap button in the top-right menu.

Step 2: Set up the Zap trigger

In the field Choose App, type growsurf and select GrowSurf from the dropdown menu. Then in the field Choose Trigger Event, select New Participant from the dropdown menu.

Your screen should now look like this:

Click Continue, then click the Sign in to GrowSurf button. In the popup window, enter your GrowSurf email and password.

Click Continue, then click the Campaign field and select your GrowSurf campaign from the dropdown menu.

Click Continue, then click the blue Find Participant button:

You've now successfully set up the Zap to trigger on a new GrowSurf participant. Now it's time to create the action of adding/updating the new GrowSurf participant.

Step 3: Set up the Zap action(s)

In the field Choose App, type Hubspot and select HubSpot from the dropdown menu. Then in the field Choose Action Event, select Create or Update Contact from the dropdown menu.

Your screen should now look like this:

Click Continue, then click the Sign in to HubSpot button. In the popup window, log in to HubSpot.

Click Continue, then click the Insert-a-Field icon on the right-side of the Contact Email field and select Participant Email from the dropdown menu.

Then populate any other fields that you want to save to the HubSpot contact. For example, to save the GrowSurf participant's unique ID, follow the same steps as above, clicking the Insert-a-Field icon, then finding the appropriate participant property (in this case, Participant ID is what you're looking for).

If the participant has a referrer, the referrer's details will also show up in the dropdown menu.

Once you've filled in all the properties that you want to save to the HubSpot contact, click Continue, then click the blue Send Test to HubSpot button:

You've now successfully set up the Zap action. Click Done Editing at the bottom to finish, then click Turn Zap On. Your Zap is now live and will create/update new HubSpot contacts whenever a new GrowSurf participant is added.

Need multiple actions?

You can use Multi-Step Zaps to create multiple action steps in your Zap. For example, with the above Zap you synced a new GrowSurf participant to HubSpot. You could chain an additional action, like 'get a notification in Slack', within the same Zap.

Example 3: Campaign Ended

In this example, we'll email the results of the referral campaign to your company CEO when the GrowSurf campaign ends.

Click on the link above to view how to get access to GrowSurf on Zapier.

Note: Only the GrowSurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's GrowSurf account.

Once logged into Zapier, click the orange Make a Zap button in the top-right menu.

Step 2: Set up the Zap trigger

In the field Choose App, type growsurf and select GrowSurf from the dropdown menu. Then in the field Choose Trigger Event, select Campaign Ended from the dropdown menu.

Your screen should now look like this:

Click Continue, then click the Sign in to GrowSurf button. In the popup window, enter your GrowSurf email and password.

Click Continue, then click the Campaign field and select your GrowSurf campaign from the dropdown menu.

Click Continue, then click the blue Find Campaign button:

You've now successfully set up the Zap to trigger when your GrowSurf campaign ends. Now it's time to create the action of sending out an email.

Step 3: Set up the Zap action(s)

In the field Choose App, type Email by Zapier and select Email by Zapier from the dropdown menu. Then in the field Choose Action Event, select Send Outbound Email from the dropdown menu.

Your screen should now look like this:

In the To field, type in your CEO's email. Then in the Subject field, type Referral Campaign Results.

In the Body field, add the following custom message, with the appropriate <Count>s being added by clicking the Insert-a-Field icon and choosing an option from the dropdown menu.

Hey Wilma,

We just wrapped up our referral campaign. Here are the results:

  • <Campaign Impression Count> total Impressions (the collective number of times peoples' unique share links were viewed)

  • <Campaign Participant Count> total participants

  • <Campaign Referral Count> total referrals

  • <Campaign Winner Count> total winners (anyone who achieved a reward -- includes both referrers and referred people)

Here's what your screen should look like:

Click Continue, then click the blue Send Test to Email By Zapier button:

You've now successfully set up the Zap action. Click Done Editing at the bottom to finish, then click Turn Zap On. Your Zap is now live and will send out an email report when your GrowSurf campaign ends.

Need multiple actions?

You can use Multi-Step Zaps to create multiple action steps in your Zap. For example, with the above Zap you synced a new GrowSurf participant to HubSpot. You could chain an additional action, like 'get a notification in Slack', within the same Zap.

Example 4: Trigger Referral

In this example, we'll call the GrowSurf REST API to trigger a referral when there is a new charge in Stripe.

Click on the link above to view how to get access to GrowSurf on Zapier.

Note: Only the GrowSurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's GrowSurf account.

Once logged into Zapier, click the orange Make a Zap button in the top-right menu.

Step 2: Set up the Zap trigger

In the field Choose App, type stripe and select Stripe from the dropdown menu. Then in the field Choose Trigger Event, select New Charge from the dropdown menu.

Your screen should now look like this:

Click Continue, then click the Sign in to Stripe button. In the popup window, enter your Stripe email and password.

Click Continue, and at the Customize Charge step, set the Include Failed Charges? value to False from the dropdown.

Click Continue until you reach the Find Data step. Click the blue Test Trigger button.

You've now successfully set up the Zap to trigger when there is a new charge in Stripe. Now it's time to create the action of triggering a referral using the GrowSurf REST API

Step 3: Set up the Zap action(s)

In the field Choose App, type Webhooks by Zapier and select Webhooks by Zapier from the dropdown menu. Then in the field Choose Action Event, select POST from the dropdown menu.

Your screen should now look like this:

Click the Continue button until you are at the Customize Request step.

We will be calling the GrowSurf API endpoint /POST Trigger Referral By Participant Email.

  • For the URL field, enter https://api.growsurf.com/v2/campaign/:id/participant/:participantEmail/ref and replace the following values in the URL:

    • Replace :id with your campaign ID (e.g, p9sqjo)

    • Replace :participantEmail with the Stripe Customer Email variable

  • For the Payload Type, select Json from the dropdown menu.

  • Scroll down, and for the Headers field, enter the following:

    • Authorization in the first input field

    • Bearer YOUR_GROWSURF_API_KEY in the second input field (replace YOUR_GROWSURF_API_KEY with your GrowSurf API key, which you can get here).

Here's what your screen should look like:

Click Continue, then click Test and Continue.

You've now successfully set up the Zap action. Click Done Editing at the bottom to finish, then click Turn Zap On. Your Zap is now live and will call the GrowSurf REST API to trigger a referral anytime you get a new charge in Stripe.