TABLE OF CONTENTS

• Determine Workflow
• Open Zapier Account
• Open Template Link & API REF
• Configure the Step 1 Trigger to the desired 3rd Party App
• Configure the Step 2 Action to the desired API 
• Test & Publish

  
  

Determine Workflow

Before creating a Zap, it's helpful to think about what needs to be to accomplished. For example, let's say there is a form on the company website. The company wants to share the submissions with the mobile platform and opt the contacts in to a mobile campaign, but it's too tedious and time consuming to import them manually.

Start with breaking down the problem by answering the following questions:

• What apps are being used? (ex: A form app on the website and an account on the mobile platform)
• What event will trigger the Zap? (ex: When there’s a new submission on the website's form)
• What actions will the Zap perform? (ex: Create a Contact and Opt them into A Mobile Campaign with a double opt-in filter)
• What information needs to move between those apps? (ex: The contact’s mobile number, first name, etc...)

How To Use A Zap Template

Step 1.

After creating the account on the mobile platform with the requisite features to perform the desired action (ex: mobile campaign, kiosk, coupons, etc...), log-in to the Zapier account.

Don't already have a Zapier account? Register here: Zapier Sign-Up 

Note: All Shareable Zaps use Webhooks by Zapier. This is considered a premium app, the use of which requires a Zapier Account with the minimum STARTER Plan. 

Step 2.

Each Zap Template has two links. 1) The TEMPLATE link opens a unique page on Zapier with additional instructions, the Step 1 Trigger, and a Step 2 Action. 2) The API REF link opens a knowledge base article containing a visual reference for configuring the specific Step 2 Action.  Click the button below to open the template for Create a Contact and Opt-In to a Mobile Campaign (Mobile Only):

Step 3.

Review the template instructions carefully before proceeding. Click MORE below the header to read a description of the Zap.

Scroll down further on the page to learn more about each step of the template.

Step 4.

When ready, click the TRY THIS ZAP button from the template page to begin working with Zap itself.

Step 5.

When using a template on Zapier for the first time, the system presents a quick guide to getting started. Click the GET STARTED button to begin. 

Step 6.

RENAME THE ZAP - From the Zap Editor page, click the Zap Name in the upper left hand corner and rename it appropriately.

CONNECT TO THE DESIRED 3RD PARTY APP & SET-UP THE TRIGGER 

Step 7.

Click the Step 1 TRIGGER to change from Google Sheets to the desired 3rd Party App and Event that will trigger the Zap to run, then click continue to log-in to the desired account and setup the trigger using the available options for the selected event. 

Step 8.

TEST THE STEP 1 TRIGGER - Every Zap step ends with a TEST TRIGGER that will allow you to confirm that the requisite data is available and the the step performed as expected. When setting up your Zap for the first time it is essential that the Step 1 TRIGGER produces actionable data that will be used in the Step 2 ACTION. This may require executing actions on the 3rd party site that will trigger the event so that the data can be collected by this Step of the Zap. 

CONFIGURE THE STEP 2 ACTION FOR THE DESIRED API CALL

Step 9.

Click the Step 2 ACTION and the step's Action menu appears. 

Step 10.

Click the API REF link for the desired API to configure the Step 2 Action. There you will Copy and paste https://relay.mobilesecuregateway.com/relay.asp into the URL field provided. Then, enter the QUERY STRING PARAMETERS pictured below and, insert the account specific VALUES as instructed by the prompts shown below

When finished, scroll to the bottom of this section and click CONTINUE.   

Step 10.

TEST THE STEP 2 ACTION - Review the data supplied by the test trigger and click the Test & Review button to submit the API call to the mobile platform. In turn, the mobile platform will return a response indicating either Success or Error. Visit the Gateway API menu of the mobile platform for a list of the expected responses appropriate for the selected API call. 

Step 11.

PUBLISH THE ZAP - Once the Zap is confirmed to work appropriately, publishing the Zap will enable it. Once enabled, every time the Trigger Event occurs on the 3rd Party app, the Zap will execute the steps. 

For more information on APIs and Zapier, and templates created by support, please view: