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What is Zapier?

Zapier is a no-code automation platform that connects FirstPromoter to thousands of other apps — Slack, Gmail, Salesforce, Shopify, and more — so data and actions move between them automatically, without writing any code. Each automation (“Zap”) has two parts:
  • Trigger — an event in FirstPromoter (or another app) that starts the workflow, e.g. a new referral or a new commission.
  • Action — the task Zapier performs automatically in response, e.g. tracking a sale or creating a promoter.

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Requirements

  • A Zapier account
  • Authentication credentials — v2 API key and Account ID. See Setting up credentials below.

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Installing the FirstPromoter app

The FirstPromoter v2 app on Zapier is installed via invite link rather than the public Zapier directory.
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Step 1

Make sure you’re logged into Zapier.
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Step 2

Open the FirstPromoter v2 app invite link.
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Step 3

Click Accept invite & Build a Zap.

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Available triggers

Triggers fire when something happens in FirstPromoter — commonly used ones include:
This is not exhaustive — the FirstPromoter v2 Zapier app exposes triggers for most events FirstPromoter can emit. Search the full list from within the trigger picker when building your Zap.

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Available actions

Actions perform a task in FirstPromoter from another app’s event — commonly used ones include:
  • Track a sale and commission
  • Track a refund (creates a negative commission)
  • Track a signup/lead
  • Create a promoter

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Setting up credentials

Both triggers and actions connect using the same FirstPromoter account credentials:
Get your credentials on FirstPromoter
  1. Log in to your FirstPromoter dashboard.
  2. Go to Settings → Integrations → API integration section.
    • Copy your Account id.
  3. Click Manage API keys
    • Add a new API key or copy an existing one.

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Configuring a trigger

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Step 1

Create or open a Zap and click the Trigger step.
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Step 2

Search for and select FirstPromoter v2 with triggers.
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Step 3

Choose the trigger event (e.g. Referral Created), then click Sign in.
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Step 4

Enter your v2 API key and Account ID, then click Connect. Click Continue once the connection is established.
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Step 5

Copy the webhook URL Zapier generates — you’ll paste this into FirstPromoter in the next section.
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Step 6

After creating the matching webhook in FirstPromoter (below), come back and click Test trigger.
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Step 7

Select the received sample record and click Continue.

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Registering the webhook in FirstPromoter

FirstPromoter triggers are webhook-based — Zapier gives you a URL, and you register that URL as a webhook in your FirstPromoter account so events actually get sent to it.
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Step 1

In FirstPromoter, go to Settings → Integrations → Webhooks and click Add new webhook.
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Step 2

Paste the webhook URL you copied from Zapier.
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Step 3

Select the event that matches the trigger you chose in Zapier, then click Apply.
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Step 4

Select which campaign(s) should send data through this webhook.
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Step 5

Click Select event, choose an event to send, and click Run test to confirm delivery.
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Step 6

Once the test succeeds, click Add webhook.
See Webhooks overview for more on setting up and managing webhooks.

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Configuring an action

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Step 1

Open your Zap and click the Action step.
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Step 2

Search for and select FirstPromoter v2 with triggers.
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Step 3

Choose the action event (e.g. Track a sale and commission).
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Step 4

Select your existing connected account, or sign in with your v2 API key and Account ID if this is a new connection.
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Step 5

Map the fields using data from your trigger step. For sale tracking, either Email or UID is required to identify the customer.
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Step 6

Test the action, then publish your Zap.

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