What is Zapier?

Zapier is an online automation tool that connects your favorite apps and services together, making it easy to automate repetitive tasks without writing any code. Think of it like a translator that helps two different apps "speak" to each other and work together.

For example, you might use Zapier to automatically notify you about feedback submitted in Usetiful, or to add new customers that redistered during a tour to your CRM system. You can choose from over 2,000 apps and create "Zaps" (automations) that trigger when certain conditions are met.

Step 1: Setup a new Zap in Zapier

  1. Sign up for a Zapier account if you haven't already, and log in.
  2. Click the "Make a Zap" button in the top navigation bar.
  3. Choose the trigger app Webhooks by Zapier. Set it up to catch the hook and from the last step copy the webhook URL address. We will use it in the step 2.

Step 2: Setup data sending from Usetiful

  1. Open your Usetiful account in another window and open the product tour that should send data to Zapier. That tour may contain steps that represent forms collecting data. Imagine this scenario, you want to send feedback collected in the following step to your email after your user clicks on the "Send feedback" button.

  2. Add a new step of type "Trigger event", from the settings panel choose trigger type "Send data to webhook", fill the URL address that you got from your zap (step1). 
  3. In the "Data to send" field specify the data that you want to send to Zapier (use JSON syntax). The form from the previous step sets usetiful tags "rating" (selected stars value) and "feedback" (value of the textarea) so you can add values of these tags using this notation {rating} and {feedback}. If you need to store answers from forms in different tags, learn how to customize it. The result should look like this:

  4. It is important to preview the tour and go through these steps now. This will test the webhook call and you will be able to use the submitted data in the next step.

Step 3: Return back to Zapier

  1. Open the Zap and return to the trigger. Click on the "Test trigger" button. The data and values sent during the preview should be displayed. If you see the values filled in, you can proceed to the next step.

  2. Choose the action app (the app that will receive the data from Zapier). Follow the prompts to connect your account and set up the action.
  3. Map the data from the trigger to the fields in the action. This is where you tell Zapier what data to send to the action app. For example, if you choose "Send email in Gmail" as the action, you can use the collected data (fields rating and feedback) in the body text of the new email.

  4. Test the Zap to make sure it's working correctly. Zapier will send a test payload of data to the action app (e.g. will send an email).
  5. Turn on the Zap to start sending data to the action app. You can also customize any settings or filters to fine-tune the Zap's behavior.
  6. Monitor the Zap to make sure it's running smoothly. If any errors occur, Zapier will notify you via email or in the Zap's logs.

That's it! With Zapier, you can automate the flow of data between Usetiful and your favourite services without writing a single line of code.