How to use Zapier with Prefinery

Prefinery has native integration support with different apps, and for more complex integrations you can use Zapier and Webhooks. You can even run your own scripts to capture submitted data. 

What is Zapier

Much like Pabbly Connect, Integrately, Make and Sync Spider, Zapier is an online integration platform that allows you to automate processes between two or more services, sending information from one to the other. 

With Zapier, you can connect Prefinery to hundreds of other web services. Automated connections called zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.

Each zap has one app as the  Trigger, where your information comes from, and which causes one or more Actions in other apps, where your data gets sent automatically. 

Sign up for a free Zapier account if you haven't yet - from there you can jump right in. 

How to Connect Prefinery to Zapier

To integrate Prefinery with your other apps using Zapier: 

1

After logging in to your Zapier account, from your dashboard navigate to My Apps. 

2

In the Apps page, click on Add connection. 

In the  Add a new app connection modal that pops up, search for Prefinery and select it. 

A new Zapier connection window will open which will request for your Prefinery API key. Click on the API Access link as highlighted below or this link: https://app.prefinery.com/a/api

3

A new Prefinery tab/window will open. Login to your Prefinery account if you haven't yet and follow along our guide here on how to get your API key: Enabling Prefinery API Access

4

Back in the Zapier connection window, paste in your API key then click Yes, Continue. 

Once Zapier has completed the connection process, you'll now see your Prefinery account listed in your Zapier app connections. 

Now you're ready to create zaps with Prefinery! Check out the following section on the different apps you can integrate Prefinery with. 

Note: While our integration options provide you with lots of information you can send to a connected 3rd-party service, it is NOT recommended to sync the waitlist/leaderboard position to other systems. 

How to Use Prefinery Webhooks with Zapier

While Zapier offers a lot of different triggers for Prefinery, there might be a few that you're looking for but aren't supported yet like a "referral created" trigger. In cases like this, you can always use Prefinery webhooks instead. 

Here's how: 

1

In the Zapier zap editor, set your trigger to Webhooks by Zapier with the event Catch Hook. 

Click Continue then in the trigger setup copy the generated Custom Webhook URL. 

2

In your Prefinery project dashboard, go to Integrations > Webhooks, add a new endpoint and paste it the Zapier Webhook URL you just copied from the previous step, then set the Event you want to get notified (e.g. "Referral Created") about and click Add. 

As much as possible we recommend you specify the event instead of using the "All events" option to make it easier for you to understand what kind of data is coming through that zap.

3

Back in the zap editor, click on Continue. 

4

Back in Prefinery, find and click on the Test button for your newly added webhook endpoint. A notification message will appear informing you that a test webhook has been successfully sent to the endpoint. 

5

In Zapier, if the test webhook wasn't automatically detected just click on the Test trigger button. You may need to repeat this and the previous step for Zapier to catch the test webhook. 

Once a request is successfully caught, you'll notice that there's 2 separate data sets for the referring_user (referrer)...

...and the referred_user, both of which includes their email addresses. 

You can now use such information in your action steps as needed. 

To help you hit the ground running, here are some popular apps you can integrate Prefinery with:

Still need help? How can we help? How can we help?

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