Zapier Integration for Templates
In this article:
- Zapier integration overview.
- Setting up the Zapier integration.
- Understanding the Delighted triggers, actions, and searches.
- Common zaps with Delighted.
- I only want to trigger a zap based on a specific score type, but don't have access to Zapier's filters. What do I do?
- My zap is firing, but no comments are being synced over. Why isn't it working?
- I’m getting an error saying that I’m using a legacy version of the Delighted app. How can I fix this?
Suggested next article: Core Training & Certification
Zapier integration overview
Delighted’s Zapier integration allows you to quickly and easily connect Delighted with thousands of other apps in automated workflows. There are three core features of Delighted’s Zapier integration:
- Triggers: Events that start off a zap, such as a new response
- Actions: Events that can occur during your zap, such as sending a survey
- Searches: Events that pull information from Delighted, such as response metrics
Setting up the Zapier integration
- Head to the Integrations tab and choose Zapier.
- Copy your Delighted API key to your clipboard.
- Head to Zapier and create a zap. (Click here to view a great tutorial on the Zapier Help Center on how to create zaps!)
- When connecting to the Delighted app for the first time within Zapier, you’ll be prompted for your API key from step 2. Paste it in!
- Next time you create a zap, your Delighted Template will already be connected and you’ll be able to choose it from a dropdown list, without having to enter your API key again.
Understanding the Delighted triggers, actions, and searches
As we mentioned before, the Delighted-Zapier app offers three types of events: triggers, actions, and searches. In this section, we’ll review all of the ways you can connect to Delighted in your zaps.
- New response: This trigger occurs when a new Delighted response is received. Zapier searches Delighted for new responses every five minutes, and if a new response is found, any zap that starts with this trigger will be fired off.
- New unsubscribe: This trigger occurs when someone unsubscribes from Delighted surveys. Zapier searches Delighted for newly unsubscribed people every five minutes, and if a new unsubscribe is found, any zap that starts with this trigger will be fired off.
- Send Email Survey: This action will send a Delighted Email platform survey to the email address specified. This action behaves similarly to the Sending to people API endpoint.
- Send SMS Survey: This action will send a Delighted SMS platform survey to the phone number specified. This action behaves similarly to the Sending to people API endpoint, scoped to the channel ‘SMS.’
- Add Person to Email Autopilot: This action allows you to add a person to the Email Autopilot cadence. This action behaves similarly to the Adding people to Autopilot API endpoint for the Email platform.
- Add Person to SMS Autopilot: This action allows you to add a person to the SMS Autopilot cadence. This action behaves similarly to the Adding people to Autopilot API endpoint for the SMS platform.
- Remove Person from Email Autopilot: This action allows you to remove a person from the SMS Autopilot cadence. This action behaves similarly to the Removing people from Autopilot API endpoint for the SMS platform.
- Remove Person from SMS Autopilot: This action allows you to remove a person from the Email Autopilot cadence. This action behaves similarly to the Removing people from Autopilot API endpoint for the Email platform.
- Unsubscribe Person: This action will unsubscribe a person from receiving future Delighted surveys. You can identify the person using their email address. This action behaves similarly to the Unsubscribing people API endpoint.
- Add Person: This action adds a person to Delighted, but does not send or schedule a survey to be sent to them. Note: this action should only be used if you plan on programmatically adding responses to Delighted using the “Add Responses” action below. This action behaves similarly to the Sending to people API endpoint, scoped to send = false.
- Add Response: This action imports a survey response to your Delighted Dashboard. Note: this action should only be used in conjunction with the “Add Person” action above, and will not send a survey to anyone. You might use this action if you are collecting responses manually or in another platform.
- Find Person: This event finds a person in your Delighted Template and returns information including the personID. You can search for a person via email address or phone number. This search behaves similarly to the Listing People API endpoint when scoped to a specific email or phone number. Optional: You can choose to create a person if no matching person is found as a part of this search event.
- Get Response Metrics: This event returns the survey metrics associated with your Delighted Template
- . By default, this will include the NPS, CSAT, or other score, along with counts for each score group. You can also retrieve engagement metrics, like response rate, by passing the associated group. This search event behaves similarly to the Getting metrics API endpoint.
- List People in Autopilot: This event returns a list of everyone in the Email or SMS Autopilot list, or allows you to search for a particular person by email or phone number and returns whether or not they are in the Autopilot list. This search event behaves similarly to the Listing people in Autopilot API endpoint.
- Get Autopilot Configuration: This event returns the status of your Autopilot configuration for a certain platform (Email or SMS), telling you if Autopilot is on or off. This search event behaves similarly to the Getting Autopilot configuration API endpoint.
Common zaps with Delighted
- Record Delighted survey responses in a Google Sheets spreadsheet: Use this Zap
- Save Delighted survey responses as notes in Intercom: Use this Zap
- Share Delighted survey responses in Slack: Use this Zap
- Update Intercom users from completed Delighted surveys: Use this Zap
- Update Geckoboard text from Delighted survey responses: Use this Zap
- Send new Intercom contacts a Delighted survey: Use this Zap
- Send new MailChimp subscribers a Delighted survey: Use this Zap
- Send new Delighted surveys from Zendesk tickets: Use this Zap
- Send Delighted sentiment survey to follow up on new Nearby Now reviews: Use this Zap
- Send new HubSpot contacts a Delighted survey: Use this Zap
- See more Delighted integrations powered Zapier here.
I only want to trigger a zap based on a specific score type, but don't have access to Zapier's filters. What do I do?
Zapier can trigger an action based on receipt of a webhook, and Delighted’s webhooks can be configured to fire only based on certain conditions being met (like detractors only). As a result, you can sidestep the need to create a filter in Zapier by creating a webhook in Delighted, setting specific rules for that webhook, and catching the webhook via Zapier.
To do this, create a zap that begins with the “catch webhook” trigger, and enter that URL when creating your Delighted webhook.
My zap is firing, but no comments are being synced over. Why isn’t it working?
Most of Delighted’s integrations include a 10-minute delay between a score being submitted and data being synced to its final destination to give the respondent time to enter a comment. We recommend building a similar delay into your zap to make sure that response data includes the entire response when synced to your final destination!
- New Response in Delighted: The trigger for this zap will be a new response
- Delay: Choose your delay (10 minutes like the default, or longer if you usually get really wordy comments)
GET: Hit the Delighted Listing survey responses API endpoint and narrow it down to the correct response using Person ID and the Updated At date in step 1. For API calls, the username and password are both your API key, in the format
API key|API key.
From here, you can continue on with the rest of your zap!
I’m getting an error saying that I’m using a legacy version of the Delighted app. How can I fix this?
We recently updated the Delighted app within Zapier to be more powerful and to include more event options. If you’re still using the older version of the app, not to worry! None of your existing zaps will be broken, but you will see an error message associated with those zaps.
To fix this, you’ll want to change the app that you’re using to the new Delighted app by clicking “Change” under “Choose app & event,” and then selecting Delighted from the list of apps. Once you select the correct event (trigger, action, or search), you’ll be all set—no further changes to the rest of your zap are necessary!