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Pinpointe Zapier Trigger Example
This guide will show you how to go about setting up your Zapier account to use the Pinpointe Zapier beta release, as well as setting up a single Zap where Pinpointe is the Trigger.
Click on the link inviting you to Pinpointe’s Zapier beta release. You will either need to sign in to the account to which the invite was sent or, if using an invitation link, you’ll be asked to sign in during the acceptance process.
Click the large “Accept Invite & Build a Zap” button.
You will now find yourself at the Zap management screen for your account. Click the black “Create Zap” button.
When using an event in Pinpointe as the trigger for your zap, you’ll first need to choose the trigger you want to use.
Search for “Pinpointe” in the “Choose App & Event”. Select it when you find it.
For this example, we are using the “Customfield Options” Trigger Event. To use this, the App drop-down should already have Pinpointe selected. In the Trigger Event drop-down, find the event you want to trigger your zap off of. Again, in this case, we want to trigger our zap any time a particular custom field is changed in our Pinpointe database.
On the next screen, you’ll need to sign in to your Pinpointe account.
When you click the “Sign in” button, you’ll see a pop-up window. If you don’t, check your browser’s URL bar for any flashing icons showing a pop-up was blocked.
You’ll fill in the username of the Pinpointe account you are connecting to, the API Token you received from Support, and the root URL of your Pinpointe instance. For example, if I’m on na08.mypinpointe.com, then my URL is “https://na08.mypinpointe.com/”.
Click “Yes, Continue” when you’ve filled everything in. If you are successfully connected, your screen should resemble the image below.
Next, you’ll need to choose the database in Pinpointe you want to monitor. You can select multiple databases after you’d selected your first one.
On the next screen, you’ll need to pick the custom field you want to monitor within the database. Selecting the various options on the drop-down will load the custom field and tell you information about it, including the name and type. Once you have found the field you want to monitor, click “Continue”.
Now, you have setup a trigger event so that whenever the value of the custom field changes for any subscriber in the database you chose in Pinpointe, something will happen.
We are going to setup what that “something” is now.
In my case, I chose for my resultant action to be sending an email using the built-in Zapier email service.
Fill in the required fields for the Action. In this case, where I want Zapier to send the email, what the subject should be, and what the body of the email should be, are all required.
Zapier will attempt to perform a test step of your Zap and show you the results. Or, you can choose to let the test run, but don’t review the results in Zapier.
Finally, turn the zap on so that it runs.