stmpr Knowledge base

Zapier integration

Prerequisites, setup, field mapping, testing, and troubleshooting for the Zapier connection.

Use the Zapier integration to run an action in one of Zapier’s connected apps.

Data can flow in either direction, depending on the configured workflow.

Connecting the account does not activate a workflow by itself. Select the loyalty card, trigger, destination action, and customer matching rule separately.

Zapier · Editor
https://stmpr.io/dashboard/integrations
stmpr: configure the Zapier connection and workflow
stmpr: configure the Zapier connection and workflow

Why use this?

Replace manual data transfers with a verified and observable workflow.

Idempotency prevents duplicate rewards, while consent gates protect marketing data transfers.

Workflow
  1. 1An stmpr loyalty event
  2. 2Authentication, duplicate protection, and customer matching
  3. 3Run an action in one of Zapier’s connected apps

Step by step

  1. Prepare a Zapier account and an stmpr webhook or API key.
  2. Create the required API, OAuth, or webhook access in Zapier with the narrowest practical permissions.
  3. In stmpr, open API & Webhooks and create an API key or a webhook. Zapier has no Connect action, so the link runs through Zapier, Make or your own integration, and it needs a plan that includes API access.
  4. In Zapier or Make, build the scenario: the trigger fires at the provider, and the destination action calls the stmpr API.
  5. Configure customer matching in the scenario. Prefer email or phone; use a provider ID only as a stable secondary key.
  6. Run a test with a test customer, then deliver the same event again. Pass a stable event ID, or duplicate protection has nothing to work with.
  7. Test failed delivery, revoked access, a missing customer, cancellation or refund, and consent withdrawal.
  8. After activation, check the first live events in the delivery log. To disconnect, disable the scenario before revoking the API key.

What you select and verify

  • Trigger: an stmpr loyalty event
  • Action: run an action in one of Zapier’s connected apps
  • Loyalty card, business, or location
  • Customer matching and required fields
  • Consent, refund, cancellation, and no-show rules
  • Test data, duplicate protection, and delivery log
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