How to Integrate Zapier with PheedLoop
Please note, use of this feature will require a Zapier account to be created.
One of the many platforms PheedLoop offers integration with is Zapier. This platform is ideal for setting up automation between event platforms should you be using resources outside of PheedLoop for your event.
As a common example, if an attendee joins an event on a platform like EventBrite, then their information can be added to PheedLoop as an attendee. Another example, is if a registration is made, then a new row can be created in Excel which will include the attendee information and the amount they paid for registration.
Both of these examples show how other platforms can be used together with PheedLoop for easier management.
To Integrate with Zapier
- From the Event Dashboard, select your email on the top right corner and select Settings
- Navigate to Integrations
- Under Zapier, select Get Started
- Select Learn More
- Login with your Zapier account or create a new one
- Select Create Zap
- We also recommend looking at our Popular With PheedLoop users page to see common examples of how Zapier is used.
A draft will now be created which can be triggered whenever a specific condition is met from PheedLoop or the app of your choice.
Signing into PheedLoop within Zapier
Regardless of what app is chosen, PheedLoop will need to be logged into from Zapier in order to function.
Before logging, you will want to grab your Organization Code, API Key, and API Secret Key.
- From the Event Dashboard, select your email on the top right corner and select Settings
- Navigate to Integrations
- Under Rest API, select Get Started
- Copy the Organization Code
- Copy the API Key
- Select Generate New API Secret and copy the API Secret Key
- Please note that the API Secret Key will only be generated once. We strongly advise keeping a note of this key as it will not be shown again. Generating a new key will result in previously connected integrations to become disconnected as a security measure.
With this information on hand, you can now login to PheedLoop from Zapier.
- From the Event Dashboard, select your email on the top right corner and select Settings
- Navigate to Integrations
- Under Zapier, select Get Started
- Select Learn More
- Login to the Zapier website
- Select the Zap you wish to adjust from the list
- Select the action related to PheedLoop
- Select Sign In
- Under Organization Code, paste the Organization Code
- Under API Key, paste the API Key
- Under API Secret, paste the API Secret Key
- Select Yes, Continue to PheedLoop
Removing Zaps
If you have created a zap but no longer have a use for it, they can be removed from the Zapier site.
- From the Zapier site, navigate to Zaps
- Select the Zap you wish to remove
- Select Delete Zap
- Select Yes, Delete