Zapier is a tool that helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Zapier can tell another app to complete (or do) a particular action.
You can integrate with Zapier using either of the following methods:
- Use Blueshift in the Zaps that you create in Zapier.
- Use the Zapier app in Blueshift to send content to Zapier.
For more information about the Zapier integrations, visit Zapier help and support.
Use Blueshift in Zaps created in Zapier
You can use Blueshift in the Zaps that you create in Zapier. When you add a Blueshift connection in your Zapier account, you can use Blueshift triggers and actions in your workflow.
Triggers for Blueshift
The following Blueshift triggers are available in Zapier.
| Triggers | Description |
| New Campaign Activity |
Triggers when a new campaign activity is found. Set up trigger by selecting the user actions for the following notifications:
For more information, see Campaign activity export using webhooks. |
| Campaign Execution Status |
Triggers when the campaign execution status for an event triggered campaign changes. For more information, see Webhook for campaign execution status. |
Actions for Blueshift
The following Blueshift actions are available in Zapier.
| Action | Description |
| Create Catalog |
Creates a catalog. Provide information for the following mandatory field for the catalog:
For more information, see Products and Catalogs. |
| Create Items in a Catalog |
Creates a new item in a catalog. Provide information for the following mandatory fields for the catalog and item:
For more information, see Add items to the catalog. |
| Send an Event |
Sends an event. Provide information for the following mandatory field for the event:
Provide information for at least one of the following fields for the event:
For more information, see Your site's/app's event data. |
| Trigger Campaign |
Triggers a new campaign. Provide information for the following mandatory field:
For more information, see Trigger a campaign. |
| Get Performance Summary of Campaign |
Gets the performance summary of a campaign. Provide information for the following mandatory fields:
For more information, see Performance summary. |
| Get Detailed Report Campaign |
Gets the detailed campaign report. Provide information for the following mandatory fields:
For more information, see Detailed report. |
| Create or Update Customer |
Creates or updates a customer. Provide the following mandatory information for the customer:
For more information, see Create or update customer. |
| Delete a Customer |
Deletes a customer. Provide the following information for the customer:
For more information, see Delete a customer. |
| Merge Customers |
Merges details for two customers. Provide the following information for the customer:
For more information, see Merge customers. |
| Track Customer Start |
Starts tracking a customer. Provide one of the the following fields for the customer:
For more information, see Start tracking a customer. |
| Track Customer Stop |
Stops tracking a customer. Provide one of the the following fields for the customer:
For more information, see Stop tracking a customer. |
Connect to Blueshift from Zapier
Set up a connection to Blueshift from My Apps > Add a connection. You can also set up a connection to Blueshift as part of a Zap step.
To set up a connection to Blueshift, provide the following information:
- Provide the Site Name.
- Add the Event API key. To get the Event API key, log into Blueshift and navigate to the Account Settings for your organization in Blueshift.
- Add the Users API key. To get the Users API key, log into Blueshift and navigate to the Account Settings for your organization in Blueshift.
- Select the Region.
- Select EU if you are located in the EU region.
- Otherwise, select US as the region.
Create a Zap in Zapier
A Zap is an automated workflow that tells your apps to follow this simple command: "When this happens, do that." Every Zap has a trigger and one or more actions. A trigger is an event that starts a Zap, and an action is what your Zap does for you. When a Zap runs, each action it completes counts as one task.
To use Blueshift in your Zap, complete the following steps:
- Log into your Zapier account and go to your dashboard.
- Click Create Zap.
- Add a Trigger.
- Search for and select Blueshift
- Click Continue.
- Select a trigger event as either New Campaign Activity or Campaign Execution Status.
- Click Continue.
- Select the Blueshift connection or add a connection. See Connect to Blueshift from Zapier for more information.
- Click Continue
- If you select New Campaign Activity in Blueshift as the trigger, you must Set up the trigger. For more information, see Triggers for Blueshift.
- Click Continue.
- Test the Trigger to ensure that the right Blueshift account is connected and your trigger is set up correctly.
- Click Continue.
- Add an Action. You can select an action within Blueshift or you can select any other apps available in Zapier. You can add multiple actions.
Use the Zapier app in Blueshift for integration
The Zapier app allows you to send content to Zapier, which connects apps and automates workflows. A Zapier account is required to use this app. Zapier provides a unique url for each channel/user to send a message to. Copy and paste that url into the “API Endpoint” field in the template editor. Zapier does not require authentication headers, so leave the auth fields blank.
Prerequisites
Before you can set up integration with Blueshift, you must have your Zapier account set up.
Set up integration
To add a Zapier adapter in Blueshift, complete the following steps:
- Sign in to the Blueshift app, and click App Hub in the left navigation menu.
- Go to All Apps, search for, and select Zapier.
- You can also go to Integration Platforms Apps and select Zapier.
- Click Configure to view all the configured adapters.
- Click +ADAPTER to add an adapter.
- Add a Name for the adapter. If you have multiple adapters, the adapter name helps you to identify the integration.
- Add information for any Additional Headers.
- Click Save to add the adapter.
The adapter is now added and you can use it in your Cloud App template.
Next steps
- Create a Zapier cloud app template to send a payload from a campaign.
- In your campaign journey, add a Zapier trigger. Select the template that you created.
Create a Zapier cloud app template
A Cloud App template is required to send a payload to Zapier from a campaign. You can include personalizations and recommendations in the template content. For more information, see Cloud Apps templates.
To add a Zapier Cloud App template, complete the following steps:
- Go to Templates > Cloud App.
- Click +TEMPLATES on the Cloud App Templates page.
- Select the Zapier app.
Note: Only apps that support Cloud Apps templates and have atleast one adapter configured are displayed on the Cloud App Templates page.
- Go to the Properties tab and configure the template including the name, tags and other relevant information.
Field Description Template Name Specify a name for the template to identify it on the index screen. API Endpoint Specify the API endpoint that receives the request that we make. Zapier provides a unique url for each channel/user to send a message to. Copy and paste that url into the “API Endpoint” field in the Zapier Cloud app template General tab.
Zapier does not require authentication headers.
Adapter Select the adapter to use to send the payload. Tags Specify tags to organize this template.
Since this template is a Blueshift resource that you use in campaigns, you can use tagging to organize it under folders.
For more information on this, see Tagging.
- Go to the Content tab.
- On the Schema tab, add the schema to create the form to specify the data and the format in which to send the data to Zapier.
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Go to the Content Form tab and fill the form that you created.
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In the preview tab, you can also switch to JSON and view the content in JSON format.
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