Overview

Zapier is an easy-to-use automation tool that connects the apps and tools you use. By setting up connections called Zaps, you can automate your day-to-day tasks, and build workflows between apps that otherwise wouldn’t be possible.

Examples of commonly used Zaps include getting notified via Slack when new applicants are ready to be approved, tagging Shopify customers based on their program to offer a custom shopping experience, and syncing email lists with email automation platforms such as Klaviyo.

Most Zaps you will create on Zapier consist of a Trigger and an Action, both of which are supported by Roster. Triggers are based on events that happen with Roster that you want to send to other apps, such as when a contact is added to a program in Roster and you want to sync that with your e-commerce store.

Actions allow apps to respond to triggers fired off by another app. For example, you might manage a list of program members in a Google Sheet and you want the contact to be added to a Roster program when you add them to the spreadsheet.

In this Getting Started guide, we will set up an example Zap that is triggered when somebody applies to the Ambassador our program, which then notifies our team via Slack so that we can log into Roster to review the application in a timely manner.

Step 1: Sign into Zapier

Sign into your Zapier account, or create a new account if you don’t already have one.

Step 2: Make a new Zap, selecting Roster as the Trigger app.

You will be asked to sign into to your Roster account. You won't actually sign in with a username and password like you do when logging into the Roster portal Rather, you will provide an access token that will act as your username and password.

When you click Sign in to Roster, you will be prompted to enter your Access Token.

Your Access Token can be found in Roster in Settings > Brand Settings. Be sure to copy the Client API access token. If you don't see a Client API access token, click Add Access Token to create one.

Step 3: Set up the Trigger

In the Set up Trigger step, optionally select one or more programs for which you want to be notified. If you don't select any programs, then the trigger will be fired for ALL programs in your Roster account.

Step 4: Set up the Action

Once you have tested the trigger, move on to setting up the Action. In this example, we'll set up Slack to receive the information about the new application and notify a team channel.

Success! Zapier posted a message to Slack letting the team know there is a new ambassador application to review.

We have created some Roster templates in Zapier to help get you started.