Ever thought about receiving a notification when a user cancels their subscription?

You can easily do that with Raaft via Zapier.

Whether you want to receive a Slack message, open a Zendesk ticket or connect with thousands of other apps, Zapier is the right tool for the job.

The Raaft <> Zapier integration allows you to trigger events when a flow session is started or completed and use the data in any workflow.

We've prepared a setup guide for you to connect your Raaft account to Zapier.

Check our video here or go step-by-step below.

Steps for Zapier Integration

Connect to Zapier

You need to set it up via your Raaft app to get access. On Profile, go to Site Settings and click the tab Integrations.

Click on Generate API Key and write "Zapier" on the textbox. Check Available Integration and click on the Zapier icon. Once the Zapier page opens, click the Accept invite and build a Zap button. Once that's done you can start creating a Zap automation.

Create a Zap

Click on Create Zap and search for Raaft (choosing the latest version).

A Zap is made up of a trigger and an action.

  1. Trigger

    A trigger is an event that automatically starts a Zap, for Raaft the trigger event is an outcome of your user's action.

  • Select the Event:
    You can select to activate one of the following events: New Canceled Outcome, New Incomplete Outcome, New Outcome (Any), and New Saved Outcome.

  • Select your Account:
    Then, choose your Raaft account and click on the Continue button (sometimes it's asked to reconnect to your account by copying and pasting the token from Raaft to Zapier).

  • Select the Mode:
    With Production mode selected - which refers to the mode you have ON on your Raaft account - click on Continue.

  • Test your trigger (optional):
    After that, you can test it with real data by clicking on Test Trigger.

Your test form data will look like the below example. In this case, you'll get data like the motivator, customer data, user's response, outcome (saved or not), etc.

Click on Continue to advance in your setup.

2. Action

An action is an event a Zap performs after it's triggered, like notifying your team in Slack, sending a follow-up email, or other notifications through other apps.

  • Choose the App:

Choose the action app you want to connect with and connect your account - if you already have an account connected to Zapier for the action app, select it from the account menu. If not, click Add new account and follow the instructions to connect your app to Zapier.

If the connection is working, click Continue.

  • Select the event
    Here, the event is something you want to be notified of. You have several options to choose from as shown in the Slack example below (it's the most common app added).

Once you confirm or connect to your Account and fill in the settings to specify this notification, you’ve set up your Zap action.

You can add another action or finish setting up the Zap. These new settings will now get synced with the action app you have chosen.

And you're good to go!

Need to see this setup in a video? We've got you covered.

Check out our video below:

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