Autopilot

This integration allows you to add a new contact from Autopilot to Voucherify automatically. Plus, you can enhance the profile of a contact being stored with custom properties stored in Autopilot.

Prerequisites

• Zapier account
• Autopilot account (generated API key for Zapier)
• Voucherify account (keys from project settings)

Integration credentials are hidden after saving

When you configure an external integration, API tokens and secret keys are only shown during setup. After you save the integration, these values are masked and cannot be viewed again in the Dashboard.

This reduces the risk of exposing sensitive credentials through the user interface.

Save your keys securely before closing the window.

Zapier configuration

1. Start with invitation

   From the invitation link, create a new Zap.

2. Set Trigger

   Click the Create a new Zap button. In the Trigger Service drop-down, choose Autopilot, and choose a trigger using the additional drop-down – Contact Added to List.

3. Connect Autopilot

   Connect Autopilot account by providing generated access key.

4. Test connection

   Test connection by clicking the Test button.

5. Set Action

   In the Action Service dropdown, choose Voucherify (invite link) to send your Autopilot data to. In the Action drop-down, choose your desired action and click Continue - Create Customer.

6. Edit Template

   Select proper data from Autopilot and forward to Voucherify. The most important fields are:

   • Source Id: Autopilot contact ID or email.
   • Email: Customer email, Customer Name.
7. Metadata

   Add custom properties which will be useful for defining distributions and corresponding customer segments: title, company etc. You can use your custom names for properties.

8. Finalize

   Go back on your new Zap screen.

9. Test the Zap

   Try out your Zap using the sample/test data shown next to your fields. When you have finished this step, click Continue. As a result of the test, you will see a new customer in Voucherify.

10. Name your Zap

    Give your Zap a name. You may find it easiest to use the same Title/Name given to the corresponding feed.

11. Make it Live

    Click the Make Zap Live button. That’s it!