We have created a zap template that will quickly create the desired workflow in zapier for you. Click on this link and use this template. Using the template prefill most of the information for you saving time and reducing errors.
2. You can also follow below mentioned detailed steps to create a zap.
3. Click here.
4. Click "Zaps"
5. Click "Trigger"
6. Click here.
7. Click the "*EventRequired" field.
8. Select "New Chat Response for Qualified Participant" and press "continue"
9. A pop-up window will open up. Now we need to connect Rival with Zapier.
10. Navigate to organization from the research domain picker.
11. Locate your domain, click the settings icon.
12. Click "APPLICATIONS".
13. Click "CREATE NEW".
14. Enter in your contact details and press "create".
15. Click "CREATE NEW" under API Keys.
16. Enter a name
17. Double-click this text field.
18. x-application = Application ID
19. Copy the API Key
20. Enter the number copied into the "API Key" field.
21. Click "Yes, Continue to Rival"
22. Now your Zapier account is connected to Rival! Press "continue".
23. Click "Choose value…" and select the Research Domain you just connected.
Click "Choose value…" and select the Research Domain you just connected.
24. Leave the chat value empty as we want to award all chats
25. Create a new chat in the Research Domain that you just connected to via Zapier
26. Create a chat with an email card added
27. Click "HIDDEN VARIABLES"
28. Click "_RewardPoints"
29. Enter a value and press save
30. Click "PROCEED"
31. Click "DISTRIBUTE" and create an external so you can take the chat
32. Take the chat and enter in an email. Note: an email address is required, as this is how the record will be identified on BHN.
33. When you run the test on Zapier, you should see the test record.
34. You can see here that it located the email I entered, and the reward points are 5, which means the test was successful!
Press "continue with selected record"
35. Click "Filter by Zapier"
36. Click "Choose field…"
37. Select "Date Values Reward Points"
38. Click "(Number) Greater than"
39. Type "0"
40. We want to add this filter so that zaps won't run if no reward points are available.
Press Continue.
41. Confirmation that this worked
42. Press add step and click "BHN Rewards"
43. Click the "*EventRequired" field.
44. Select "Updates Points", press "continue and let's connect the BHN account
45. On BHN, click "Settings"
46. Click "Integrations"
47. Click here.
48. Enter the information in the pop-up window
49. Now your BHN account is connected to Zapier. Press "continue"
50. Click here.
51. Click here.
52. Click "Data Values Reward Points"
53. Click here.
54. Click "Data Participant Email"
55. If you've collected a first name, you can also add that in
56. Click here.
57. Select "Data Participant ID"
58. Under Comments, add "Data Chat Name", "Date Chat ID"
59. It should look like this. Press "continue" and test the step.
60. Here's the data received by Zapier from Rival
61. Click "Data out". This is the information pushed from Zapier to BHN
62. Now, on BHN, click "Points"
63. 'Click "Contacts"
64. This is the contact Zapier created
65. You can see 5 points has been added
66. The participant ID has also been added to "Reference ID"
