Articles

• Zapier: Updating Salesforce With Challenge Submissions (NPS example)

  Overview This article provides a step-by-step guide on how to update a Salesforce Contact record with an NPS Score after a submission through AdvocateHub or AdvocateAnywhere using Zapier. It includes ...

• Zapier: Automatically Send Invitations For "Invite a Colleague" Challenges

  Overview The article provides a step-by-step guide on how to automate the sending of invitations for Invite a Colleague challenges using Zapier. It details the process of setting up a challenge templa...

• Overview of Influitive Zapier App

  Overview The Influitive Zapier App has been released, offering users the ability to connect the Influitive platform with other apps without the need for complex programming. This integration is achiev...

• Zapier: Mass Approving/Rejecting Challenges To Review

  Overview The article provides a step-by-step guide for administrators on how to use Zapier and Google Sheets to mass approve or reject challenges in Influitive, streamlining the review process and sav...

• Zapier: Get An Email Notification For Events In Your Hub

  Overview This article provides a step-by-step guide on setting up email notifications for specific events in your hub using Zapier. It covers the process from creating a Zapier webhook to configuring ...

• Zapier: Add Newly Joined Advocates To Your CRM Software

  Overview This article provides a step-by-step guide on how to automatically add new advocates to your CRM software using Zapier, with Salesforce as an example. It covers prerequisites, setting up a we...

• Zapier: Run a notification on Slack channel for an event in the hub

  Overview This article provides a step-by-step guide on setting up Slack notifications for events occurring within your hub, using Zapier as the automation tool. It emphasizes the need for a Zapier acc...

• Zapier: Using Challenges to invite members to events

  Overview This article provides a detailed guide on how to automate RSVPs for events using Zapier, Google Calendar, and AdvocateHub. It outlines the process of setting up a Challenge stage in Zapier, c...

• Zapier: Creating An Order In Shopify

  Overview This article provides a comprehensive guide on automating reward fulfillment in a Shopify store using Zapier. It covers creating orders when rewards are redeemed, managing advocate informatio...

• Zapier: Create a Support Ticket from a Discussions post using Topic Actions

  Overview This article provides a step-by-step guide for Hub admins on how to create support tickets from Discussions posts by using Topic Actions webhooks and Zapier, with Helpscout as the example tic...