Zapier

Zapier links Pluspoint to thousands of other applications without any code. Reach for it when the system that knows something happened is not one of the platforms Pluspoint connects to directly — a CRM, a booking tool, a spreadsheet, an accounting package. You browse and build Zaps from a panel embedded in Pluspoint. Each Zap authenticates with your account’s API key.

Before you start

• Account Settings permission set to Full. Both the Integrations tab that opens the panel and the Account tab that holds the API key are hidden from everyone else.
• A Zapier account.
• Your account’s X-Api-Key and the email address you sign in to Pluspoint with. A Zap needs both.
• An active subscription that is inside its location and user limits.

Where to find it

Settings → Integrations → Add integration → Zapier, or go to https://app.pluspoint.io/account-settings/integrations. Pluspoint’s public Zapier listing is at https://zapier.com/apps/pluspoint/integrations.

Open the Zapier panel

1. Go to Settings → Integrations.
2. Click Add integration and find Zapier.
3. Click Connect. A Zapier integration modal opens with Zapier’s own builder embedded inside it.
4. Browse the suggested apps and Zap templates, or search for the app you want to connect.

Note Zapier never becomes a row in the integrations table. There is nothing to Manage, Reconnect or Delete afterwards, and the Zapier entry stays in the Add integration list permanently. Your Zaps live in Zapier, so switch one off there to stop it running.

Authenticate a Zap with Pluspoint

A Pluspoint step in a Zap asks for two things: your API key and your email address.

1. Go to Settings → Account, or https://app.pluspoint.io/account-settings/general.
2. Copy the X-Api-Key field.
3. In Zapier, add Pluspoint as the action app and open its account step.
4. Paste the key and enter the email address you sign in to Pluspoint with.
5. Continue configuring the action, then test and publish the Zap.

Warning The API key grants full access to the account it belongs to — there are no per-action restrictions. Treat it like a password, and share it only with the people setting up automations. The key is accepted for any account you are a member of. If you belong to more than one, check that you copied it from the right one.

What Zapier needs from you

Send survey invites from another tool

The most common Zap sends a survey invite when a record changes in the system you already work in — a completed appointment, a closed deal, a new spreadsheet row. It needs a survey template with Enable send surveys turned on and a connected outbound channel: SMS, Email, WhatsApp (Beta) or WhatsApp Business.

1. Open Settings → Integrations → Add integration → Zapier → Connect and start from one of the offered Zap templates, or work from https://zapier.com/apps/pluspoint/integrations.
2. Choose the app that holds your customer data as the trigger, and pick the event that should generate an invite — a new record, an updated row, a completed order.
3. Make sure the trigger returns everything Pluspoint needs: the customer’s first name, and a mobile number or an email address depending on the channel. Phone numbers must be in international format. If your source data is not, add a Zapier formatting step before the Pluspoint action.
4. Add Pluspoint as the action app, select the survey-sending action for the channel you want to use, and authenticate as described above.
5. Point the action at the location, the survey template and the channel you want to use. Then map your trigger’s fields onto the recipient’s name, and their phone number or email address.
6. Test the Zap. A successful test queues a real invite, so use your own phone number or email address.
7. Publish the Zap.

An invite queued from a half-filled record still goes out. If your trigger app supports it, fire the Zap on a readiness flag rather than on every row change — a spreadsheet column such as Send invite, a status field, a stage change. The invite then waits until the customer has actually been served.

Data the Pluspoint action needs

What Pluspoint does with the request

Each queued invite goes through the same pipeline as an invite sent from the app:

1. Pluspoint finds or creates a contact, matching first on the field the channel delivers to: email for an Email channel, the cleaned phone number otherwise. Any missing name, email, phone or external ID is back-filled onto an existing contact.
2. Unsubscribed contacts are refused.
3. Over-survey protection on the template is applied, so a customer already invited or already surveyed inside the window is skipped.
4. An invite is created with its own short survey link and the message from the template’s Message template field, then sent through the channel.
5. A Survey sent entry is written to the contact’s activity timeline — the same entry the Survey sent automation trigger listens for.

Invites created through Zapier are queued, not sent on the spot. Sends for the same channel and template are spaced at least 30 seconds apart, so a burst of records arriving at once will go out over several minutes rather than all together.

When something else fits better

• The event already happens inside Pluspoint — a contact is created, a survey is answered, a review arrives, a conversation is resolved, a coupon is redeemed. Build an automation instead: no third-party account, and you get waits, branches and entry conditions.
• You are writing code anyway — call the public API directly. It authenticates with the same account key a Zap uses.
• Your store runs on VTEX — use the VTEX integration, which imports orders natively and exposes them as an automation trigger.

Ask for an integration Pluspoint does not have

If neither a direct integration nor a Zap covers your tool, you can tell the team about it from the same modal.

1. Click Add integration and type the name of the tool into Search integrations.
2. When nothing matches, click the Request to add ”…” chip.

The request only notifies the Pluspoint team. Nothing is added to your account, and no connection is created.

Troubleshooting

Related articles

• Automating surveys
• Creating survey templates
• Sending surveys
• API documentation
• Integrations
• Automations
• Account settings