This guide will help you learn how to connect Lootly to Zapier and create custom Zapier actions in Lootly that will allow you to connect our platform with all the apps you love to use.
Follow the steps below to get started.
Step 1: Connect Lootly with Zapier
Navigate to Integrations in the main menu in your Lootly account:
Find Zapier in the integrations page on the right and click Connect -> Save. Zapier is now connected and enabled.
Step 2: Create a Custom Zapier Action
Now that Zapier is connected to Lootly, you’ll be able to see the Custom Zapier Action in Earning actions in your Points program.
Go to Points from the main menu -> Earning ->Add Action.
From the list of actions, choose Custom Zapier Action -> Add Action
When you configure the settings for your Custom Zapier Action, make sure you add a Zap ID, which will help you connect the newly created zap with your custom Zapier action in Lootly:
Make sure you Enable and Save your action.
Step 3: Create your Zap
To find our app on Zapier, please go to this link:
Lootly is "invite-only" on Zapier, so please access the invite from the above link.
Log into your Zapier account and then you'll be directed to this screen where you need to accept the invite and then create your zap:
You’ll be asked to enter the API key provided to you in the Lootly app once you enabled the integration:
You can now set your zap:
3.1. Choose the Trigger App - this is the app you want to connect with Lootly. Choose the event for which you want Lootly to award or deduct points upon completion.
3.2. Configuring the Action part of your Zap - Zapier automatically chooses Lootly Loyalty and Rewards as the Action app, as you accepted the invitation from the link above.
Once here, from Action Events, choose one of the provided options:
Next, you want to choose your Lootly account:
And finally, customize the following fields in Zapier with data from Lootly.
For this step, you will need the zap ID and the no. of points you wish to issue for this event (you should've already configured this in your earning action in Lootly).
You will also need to add some text for the description of this Zap.
Add the zap ID in the “Lootly Custom Earning Action Identifier” field as shown above.
Save and activate your new zap.
Feel free to reach out to us in the Live Chat or on email@example.com if you have any questions or need further assistance with Zapier integrations.