Tutorials
We'll walk you through creating Zapier Zaps.
Last updated
We'll walk you through creating Zapier Zaps.
Last updated
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.
Once logged into Zapier, click the Create Zap button on the sidebar menu.
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.
For the Trigger step, type GrowSurf and select GrowSurf from the dropdown menu. Then in the Event field, select New Participant Reward from the dropdown menu.
Your screen should now look like this:
Click Continue, then click Connect a new account. In the appearing window, enter the email and password you use when logging into your GrowSurf account. Next, click Continue and select your campaign from the dropdown menu under the Campaign field.
Note: In case you are unable to find your campaign(s) in the dropdown menu, please bear in mind that only the campaigns that you own will be visible. If you are configuring the Zap as a member of a team, then you must return to step #1 and link Zapier to your team owner's GrowSurf account.
Click Continue, then click the Test Trigger button.
Your screen should now look like this:
Kindly be advised that the test data may not accurately represent your campaign data. The sole purpose of the test data is to configure the Zap. Upon the Zap's activation for a live campaign, genuine data will be supplied.
After clicking on Continue, you'll be directed to the Action step, where you can configure the action of transmitting a coupon code to the winner.
Prior to proceeding, it is crucial to determine whether a Zap Filter is required. Please review the following two questions, and follow the instructions provided if your response is yes. In case your answer is no to both questions, you may skip this step and proceed to Step 3, which involves configuring the Zap action(s).
When creating automated workflows using Zapier, it is important to note that if you have a double-sided reward, two separate trigger events will occur for both the referrer and the referred person. Therefore, you will need to create two distinct Zaps, each with its own triggers, to account for both events. Alternatively, instead of using a Zapier Filter, you can use Zap Paths to create a single Zap that handles both trigger events.
Here's how you can discern between the two Zaps by using a Zapier Filter and the Participant Is Referrer property:
Step A: Once you have set up your Zap trigger, the next step is to add a Zapier Filter before proceeding with the Action event. When you reach the Action step, simply scroll down and click on the Filter option.
Step B: Select Participant Is Referrer from the first dropdown.
Step C: Set the next field to (Text) Exactly matches.
Step D: For the last field, type true or false, depending on what you are trying to achieve. Referrers will have Participant Is Referrer as true and the referred person will have Participant Is Referrer as false.
Step E: Click Continue to test the conditions. Here's how you can use Zap Paths to create a single Zap that handles both trigger events: Step A: Once you have set up your Zap trigger, the next step is to add a Zapier Filter before proceeding with the Action event. When you reach the Action step, simply scroll down and click on the Paths option.
Step B: To configure Path A, access the Edit option and choose Participant Is Referrer from the first dropdown menu. In the next field, select (Text) Exactly matches, and in the last field, input either true or false, depending on your desired outcome. Participants who referred someone should have Participant Is Referrer set to true, while those who were referred should have it set to false.
Step C: Click Continue to test the conditions.
Step D: To leave Path A, click the X located in the upper right-hand corner. To set up Path B for the referred participant, access the Edit option and follow the instructions provided in Step B. For Path B, make sure to enter false in the last field.
Question 2: Is manual reward approval enabled for your campaign?
Enabling manual reward approval triggers two Zapier events: one when the reward is pending approval, and another when it has been approved. To distinguish between unapproved and approved rewards, you can make use of a Zapier Filter and the Reward Approved property.
Step A: Once you have set up your Zap trigger, the next step is to add a Zapier Filter before proceeding with the Action event. When you reach the Action step, simply scroll down and click on the Filter option.
Step B: Select Reward Approved from the first dropdown.
Step C: Set the next field to (Text) Exactly matches.
Step D: Depending on your objective, assign either true or false to the last field. Rewards that have been approved should have Reward Approved set to true.
Step E: Click Continue to test the conditions.
For the Action step, type coupon, and select Coupon Carrier from the dropdown menu. Then in the Event field, select Send a Code Email from the dropdown menu.
Your screen should now look like this:
To proceed, click Continue and choose the option to Connect a new account. A window will appear, prompting you to input your Coupon Carrier API key. Once you've entered the key, click Continue. Click the Continue button, and then choose Participant Email from the dropdown menu for the Email Address field. Then in the Configuration field, select the coupon email you want to trigger.
Click Continue, then click the Test action button.
You've now successfully set up the Zap action. To finalize the process, simply click the Publish Zap button, then click Publish & Turn On. Your Zap is now live and will automatically send out a coupon as soon as a GrowSurf participant meets their referral goal and unlocks a reward.
Need multiple actions?
A multi-step Zap allows you to incorporate multiple action steps into your Zap. For instance, in example 1, you can send a coupon using Coupon Carrier and then add another action, such as receiving a notification in Slack, all in the same Zap.
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 access 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 Create Zap button on the sidebar menu.
For the Trigger step, type GrowSurf and select GrowSurf from the dropdown menu. Then in the Event field, select New Participant from the dropdown menu.
Your screen should now look like this:
Click Continue, then click Connect a new account. In the appearing window, enter the email and password you use when logging into your GrowSurf account. Next, click Continue and select your campaign from the dropdown menu under the Campaign field.
Note: In case you are unable to find your campaign(s) in the dropdown menu, please bear in mind that only the campaigns that you own will be visible. If you are configuring the Zap as a member of a team, then you must return to step #1 and link Zapier to your team owner's GrowSurf account.
Click Continue, then click the Test Trigger button.
You've now successfully set up the Zap to trigger whenever a new participant is added to your GrowSurf campaign. Now it's time to create the action of adding/updating the new GrowSurf participant.
For the Action step, type HubSpot and select HubSpot from the dropdown menu. Then in the Event field, select Create or Update Contact from the dropdown menu.
Your screen should now look like this:
Click Continue and choose the option to Connect a new account. A window will appear, prompting you to enter your HubSpot email and password. Once you've entered your login details, click Login. Next, click Continue, then select Participant Email from the dropdown menu in the Contact Email field.
Once you've filled in all the properties that you want to save to the HubSpot contact, click Continue, then click the Test action button.
You've now successfully set up the Zap action. To finalize the process, simply click the Publish Zap button, then click Publish & Turn On. Your Zap is now live and will create/update new HubSpot contacts whenever a new GrowSurf participant is added.
Need multiple actions?
A multi-step Zap allows you to incorporate multiple action steps into your Zap. For instance, in example 2, the Zap adds/updates GrowSurf participants to HubSpot, but you could add another action, such as receiving a notification in Slack, all in the same Zap.
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 access 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 Create Zap button on the sidebar menu.
For the Trigger step, type GrowSurf and select GrowSurf from the dropdown menu. Then in the Event field, select New Participant Reward from the dropdown menu.
Your screen should now look like this:
Press Continue, then click Connect a new account. In the appearing window, enter the email and password you use when logging into your GrowSurf account. Press Continue and select your campaign from the dropdown menu under the Campaign field.
Note: In case you are unable to find your campaign(s) in the dropdown menu, please bear in mind that only the campaigns that you own will be visible. If you are configuring the Zap as a member of a team, then you must return to step #1 and link Zapier to your team owner's GrowSurf account.
Click Continue, then click the Test Trigger button.
You have successfully configured the Zap to trigger once your GrowSurf campaign ends. The next step is to create the action of sending out an email.
For the Action step, type Email by Zapier and select Email by Zapier from the dropdown menu. Then in the Event field, select Send Outbound Email from the dropdown menu.
Your screen should now look like this:
Click Continue and type in the CEO's email in the To field. 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 data field and choosing an option from the dropdown menu.
Hey Wilma,
We just wrapped up your referral campaign. Here are the results:
<Campaign Impression Count>total number of times that participants' referral links were visited
<Campaign Participant Count>total number of participants in your referral campaign
<Campaign Referral Count>total number of referred friends that have performed a qualifying action
<Campaign Winner Count>total number of participants that qualified for a reward
Here's what your screen should look like:
Click Continue, then click the Test action button.
You've now successfully set up the Zap action. To finalize the process, simply click the Publish Zap button, then click Publish & Turn On. Your Zap is now live and will send out an email report when your GrowSurf campaign ends.
Need multiple actions?
A multi-step Zap allows you to incorporate multiple action steps into your Zap. For instance, in example 3, you can send out an email report with Email by Zapier and then add another action, such as receiving a notification in Slack, all in the same Zap.
In this example, we'll call the GrowSurf REST API to trigger a referral when a new payment is in Stripe.
Click on the link above to view how to access 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.
For the Trigger step, type Stripe and select Stripe from the dropdown menu. Then in the Event field, select New Payment from the dropdown menu.
Your screen should now look like this:
Press Continue, then click Connect a new account. In the appearing window, enter the email and password you use when logging into your Stripe account. Click Continue, then click the Test Trigger button.
You've now successfully set up the Zap to trigger when there is a new payment in Stripe. Now it's time to create the action of triggering a referral using the GrowSurf REST API.
For the Trigger step, type Webhooks by Zapier and select Webhooks by Zapier from the dropdown menu. Then in the Event field, select POST from the dropdown menu.
Your screen should now look like this:
Click the Continue button and fill in the fields. 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 placeholders with the following values:
Replace :id with your campaign ID (e.g, p9sqjo)
Replace :participantEmail with the Stripe Customer Email variable
Make sure not to remove /ref path parameter from the URL
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 the Test action button.
The expected message you should be seeing is "Successfully awarded referral credit."
Having trouble with the referral trigger? Here are some tips to help you troubleshoot:
Verify that the information displayed in the screenshot(s) above matches the settings you configured in your Zap. One common mistake is neglecting to include the /ref path parameter in the URL.
Check that your GrowSurf API key is valid and that your account has the proper permissions. To trigger a referral using the GrowSurf REST API, you must have REST API access, which is only available to GrowSurf users on a paid plan. If you are a team member, you will need to use the team owner's API key and have Admin access.
You've now successfully set up the Zap action. To finalize the process, simply click the Publish Zap button, then click Publish & Turn On. Your Zap is now live and will call the GrowSurf REST API to trigger a referral anytime you get a new payment in Stripe.
