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Zapier API Instructions

Utilizing a Zapier Integration, RAP Index allows you to connect your advocate data with thousands of different apps. The current version allows you to send completed survey data results directly into your CRM (or other apps) and update advocate information.  Have an idea on other ways you’d like to integrate your RAP Index advocate data?  Contact our support team at support@rapindex.com to request new options.

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If this is your first time using Zapier, you can learn more at www.zapier.com. 

RAP Index offers “triggers” that you can use in your “zaps” (automated workflows). These triggers push data to action steps in your zap where you insert the data into your app of choice.

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How it Works

To begin your integration process, contact your RAP Index account rep or our support team (support@rapindex.com) to request your RAP Index portal be added to our approved Zapier integration list. 

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Our integration utilizes Zapier’s webhook triggers setup. This means that setting up a Zap initiates the following workflow:

  1. User starts creating a zap and configuring the trigger

  2. Upon clicking “Test Trigger”, Zapier sends a GET request to our server to pull example data for that trigger with the specified filters.

  3. Upon creation of the zap, Zapier will send a POST request to our server with a hookURL to create the webhook in our database with the specified filters.

  4. [Later] When the conditions for the webhook to trigger are met, our server sends a POST request to the provided hookURL with the relevant data.

 
Pushing Zap Data

Our server handling Zapier webhooks process:

  • Once a RAP Index survey has been completed it gathers all relevant information about Stakeholder.

  • Check for all available Zapier webhooks defined for partner's credentials associated in ZAP Process.

  • Check for all valid RAP Index client accounts associated with this partner.

  • Pushes Stakeholder data to the provided hookURLs using POST requests.

  • Updates the webhook’s last-used column with the current timestamp.

 

Basics of Using the Integration

 
Available Triggers:

  1. Completed Survey

 

What the Triggers Do:

  1. Completed Survey - every time an advocate completes a survey you will receive their profile information (such as name, email, home address, etc.), RAP Index score, and survey name and response date.

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