Zapier

The Zapier integration lets you connect Attentive with a wide array of third-party software solutions without needing development work. You can use this integration to set up automation flows that can trigger journeys; add custom attributes; and add, remove, or find subscribers. For example, with this integration you can: 

  • Create a Zapier flow to trigger a journey that sends email or text messages when subscribers add a specific product to their cart.
  • Create a Zapier flow to add a custom attribute to subscribers after they view a product.
  • Create a Zapier flow to add, remove, or find a subscriber.

Example use cases

  • Pass SMS opt-ins to Attentive from third-party software (e.g., collect phone numbers on a survey built using Formstack).
  • Send custom attributes from your CRM to subscriber profiles in Attentive.
  • Pass emails collected in Attentive to your email service provider when there isn’t an out-of-the-box integration.

Prerequisites

You must have a Zapier account in order to set up this integration.

Note: There are several tiers of Zapier plans. The integration works on any tier, but ensure you have a sufficient tier for your anticipated volume of Zaps.

Step 1. Connect the Attentive app account

Complete the following steps to connect your Zapier account to Attentive:

  1. Go to the Marketplace and find the Zapier tile.
  2. Click Zapier > Install.
    You're redirected to the Apps page in Zapier. Attentive leverages OAuth 2.0 to connect Zapier to your Attentive account.
  3. Click Connect in the row of the Attentive app.
    Zapier 'Apps' page. 'Attentive' is listed as a new connection, and its 'Connect' button is highlighted by a cursor.
    The authorization page appears.

    Zapier authorization screen. It shows that Zapier is requesting access to an Attentive Account, listing read and write permissions for Ecommerce, Events, Attributes, and Subscribers APIs. The 'Authorize' button is at the bottom.

  4. Click Authorize.

Your Zapier account is now connected to Attentive.

See Connect your app accounts to Zapier for more details.

Step 2. Create a Zap using the Attentive app

The Attentive connection in Zapier can allow you to connect with various apps to move data between sources or automate repetitive tasks, depending on the needs of your organization. The following steps outline the basics of creating a Zap using the Attentive app.

  1. Create a Zap from scratch to get started.
  2. Select your trigger when you set up your Zap. As an example, the following image shows a user using Typeform as the source for the trigger.
    Zapier trigger setup. '1. New Entry in Typeform' is selected as the trigger, with steps to choose app & event, choose account, set up trigger, and test trigger.
  3. Select Attentive as the action app when you add an action.
    Zapier action setup. Attentive is selected as the action app, with a dropdown menu for 'Action Event' that prompts the user to 'Choose an event'.
  4. Click the Action Event drop-down and select one of the following:
    • Custom Attributes
    • Product View
    • Add to Cart
    • Purchase
    • Custom Events
    • Subscribe User
    • Unsubscribe Subscriptions for a User
    • Get Subscription Eligibility for a User
  5. Click the drop-down for the following fields (depending on which action you selected in the previous step) to map the data from the trigger source:

    Custom Attributes
    Phone Number
    Email
    Properties
    Product View
    Phone Number
    Email
    Product Name
    Product ID (Required)
    Product Variant ID (Required)
    Product Image URL
    Product URL
    Price (Required)
    Currency
    Quantity
    Occurred At
    Add to Cart
    Phone Number
    Email
    Product Name
    Product ID (Required)
    Product Variant ID (Required)
    Product Image URL
    Product URL
    Price (Required)
    Currency
    Quantity
    Occurred At
    Purchase
    Phone Number
    Email
    Product Name
    Product ID (Required)
    Product Variant ID (Required)
    Product Image URL
    Product URL
    Price (Required)
    Currency
    Quantity
    Occurred At
    Custom Events
    Phone Number
    Email
    Event Type (Required)
    Properties
    Subscribe User
    Phone Number
    Email
    Creative ID (Required)
    Unsubscribe
    Subscriptions
    for a User
    Phone Number
    Email
    Message Type (Required)
    Marketing Channel (Required)
    Get Subscription
    Eligibility for a User
    Phone Number
    Email
  6. Test your Zap to ensure that it works properly. The following image shows a successful connection.
    Zapier 'Test action' screen for the 'Get Subscription Eligibility for a User in Attentive' action. It displays a 'Test was successful!' message and sample data from the test.
    See Zap trigger test fails to troubleshoot any issues that may occur.
  7. Turn on your Zap to complete the integration.

Questions?

We’re here to help! Contact our White Glove team (whiteglove@attentivemobile.com) to ask about the Attentive + Zapier integration.

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