Zapier

You need to have a Zapier account to use this feature: https://zapier.com/

Setting up the integration with Zapier

1. In integrations select Connect Zapier
   
2. Click on Accept Invite & Go To Dashboard

Creating a trigger

1. In order to create a Zap, click on Make a Zap! at the top of the screen once you've logged into Zapier. 
2. Search for SmileBack
3. Click on Save + Continue
   
   
4. Click on Connect a New Account (or select an account that's already been connected). 
5. Click on Yes, Authorize Zapier in the pop-up.
6. Click on Save + Continue in Zapier to ensure that the connection between Zapier and SmileBack is working properly. Please note that you'll need a recent review in order for Zapier's test to be successful.
7. Chose your Action app (i.e. what you'd like to do once a review comes in to SmileBack). For example:
   • Slack - "Send Channel Message" – Post a new message to a specific #channel you choose (see the full instructions for doing this here)
   • Trello - "Create Card" – Adds a new card on a specific board and list
   • Google Sheets - "Create row" - Create a new row in a specific spreadsheet
   • Microsoft Teams - to only be notified about the positive/negative reviews we suggest that you use the following workaround:
     
     • Create an automation in SmileBack to send out email alerts whenever you receive a positive feedback.
     • Follow the steps here to set up notification in MS Teams.
       
       If you want to be notified about all the reviews you receive in MS Teams, simply connect MS Teams with SmileBack.
   • Bonus.ly - to make recognition easy use Zapier to connect SmileBack with Bonus.ly
     
     More about how to use Zapier to connect SmileBack with the tools you and your team use every day here.

     8. Ensure you set your Zap to on, and you're ready to go! 

Disabling a Zap

To disable your Zap, simply go to your Zapier Dashboard and slide the switch to off.