Introduction
Zapier is an online platform that helps you automate workflows by connecting your apps and services you use. Using the MoEngage <> Zapier integration, you can create custom workflow automations for more than 5,000+ apps on Zapier.
With MoEngage's Connecter Campaigns, you can use MoEngage to trigger your Zapier workflows for multitude of purposes.
Use Cases
Some ideas to get you started -
- Post Slack message for each uninstall event in MoEngage.
- When a particular event occurs in MoEngage, add data to a Google Sheet.
- Create a new ticket in Zendesk for each user when they perform a custom event in MoEngage.
- When a user performs an event in MoEngage, add them to a cohort in MoEngage.
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Prerequisites Ensure you have access to your Zapier account and have connected it to your MoEngage account. You can follow the steps here to connect Zapier to MoEngage. |
Integration
The use case takes advantage of MoEngage Connector Campaigns. For this tutorial, we will pick up Use Case #1: Post Slack message for each uninstall in MoEngage. On your Zapier Dashboard, click on "+ Create Zap" on the top-left corner.
Step 1: Select Webhook by Zapier as the Trigger App
For the trigger, type "Webhook by Zapier" and select it. This will be the trigger that will start your zap.
Step 2: Setup the trigger app
- Select the event from the dropdown: "Catch Hook". Click continue.
- Under the "Set up trigger" step, leave the "Pick off a Child Key" blank. Click continue.
- You will now be shown your unique Webhook URL.
- Keep this URL handy. You will need this to setup Connector Campaigns.
Step 3: Setup Connector Campaign in MoEngage
- Navigate to MoEngage Dashboard.
- Use any one of the following options:
- On the All Campaigns page, click Create Campaign.
The Create Campaign page is displayed. - Click Create New > Campaign.
The Create Campaign page is displayed.
- On the All Campaigns page, click Create Campaign.
- Click Custom under Connectors.
- For the campaign delivery types, choose "Event-Triggered".
- For more information about delivery types, refer to Delivery Types.
- On the next screen, give your Campaign a name, and select the Criteria as "Device Uninstall".
- For trigger, choose "immediately".
- For audience, let us choose "All users" for this use case. Click "next" when satisfied.
- On the content screen, we will define our payload and webhook URL we got from the previous step.
- Choose method as "POST" (know more about Webhooks on Zapier).
- Enter the webhook URL you copied earlier.
- Define the headers and parameters as per your requirements. For this use case, we will just define our payload body- (you can type @ to insert personalised values as well)
- Now you need to test this webhook, scroll down and enter a test user's data and click on "test".
- You should see a new modal saying the test was successful:
- Now go back to the Zapier editor.
Step 4: Test Webhook Setup on Zapier
- Click on "Test Trigger" to pull in the test campaign you just sent in MoEngage.
- Once you are satisfied with this data, you can publish the Connector Campaign on MoEngage.
- Back in Zapier, click continue to add the next step in your workflow.
Step 5: Add Slack as the Action app
Click on "+" to add a new step. Then, search for "Slack" from the apps and select it.
Step 6: Setup Slack Action
- From the event dropdown, select: "Send Direct Message". Click continue.
- Now you need to connect to Slack. Once you are done, choose the connected account from the dropdown and click continue.
- In the next step "Set up action", you will see a form for you to either fill-in or map from the previous step. We will just fill in the values for "To Username" and "Message Text". Make sure to select "Yes" for "Send as a bot?".
You can also map data from previous step:
The form could look like this:
- You will now be presented with an option to test this setup.
- Click on "Test & continue" to test this setup.
- If the API call was successful, you should see a "success" return.
You can also verify this in Slack. You should now see a new message there
- Once you are satisfied that everything works, click on "Publish Zap" and it will run every time a new uninstall takes place, you will be notified on Slack.