Create a Zap to Integrate Rival with BHN
Sherry Wang
63 steps
6 minutes
Zapier
Rivaltech
Rybbon
Rival
1
Click the plus button
2
Click "Zaps"
3
Click "Trigger"
4
Select Rival
5
Click "Choose an event"
6
Select "New Chat Response for Qualified Participant" and press "continue"
7
Press add account and a pop-up window will open up. Now we need to connect Rival with Zapier.
8
Click here.
9
Click "Applications"
10
Click "Create New"
11
Enter in your contact details and press "create"
12
Click "CREATE NEW" under API Keys
13
Enter a name
14
Double-click this text field.
15
x-application = Application ID
16
Copy the API Key
17
Enter the number copied into the "API Key" field.
18
Click "Yes, Continue to Rival"
19
Now your Zapier account is connected to Rival! Press "continue".
20
Click "Choose value…" and select the Research Domain you just connected.
21
Leave the chat value **empty** as we want to award all chats
Now we want to create a chat on Rival to test the trigger.
22
Create a new chat in the Research Domain that you just connected to via Zapier
23
Create a chat with an **email card** added
24
Click "HIDDEN VARIABLES"
25
Click "_RewardPoints"
26
Enter a value and press save
27
Click "PROCEED"
28
Click "DISTRIBUTE" and create an external link so you can take the chat
29
Take the chat and enter in an email. \ Note: An email address is required to reward points on BHN.
30
When you run the test on Zapier, you should see the test record.
31
You can see here that it located the email I entered, and the reward points are 5, which means the test was successful! \ \ Press "continue with selected record"
Now press "add step" and let's add in a filter
32
Click this icon.
33
Click "Filter"
34
Click "Choose field…"
35
Select "Date Values Reward Points"
36
Click "(Number) Greater than"
37
Type "0"
38
We want to add this filter so that zaps will not run if no reward points are available.\ \ Press Continue.
39
Confirmation that this worked
Now let's connect BHN
40
Press add step and click "BHN Rewards"
41
Click the "*EventRequired" field.
42
Select "Updates Points", press "continue and let's connect the BHN account
43
On BHN, click "Settings"
44
Click "Integrations"
45
Click here.
46
On Zapier, press **add account**, and then continue. In the configure page, select your BHN account
47
Now your BHN account is connected to Zapier. Press "continue"
48
Click here.
49
Click "Data Values Reward Points"
50
Click here.
51
Click "Data Participant Email"
52
If you've collected a first name, you can also add that in
53
Click here.
54
Select "Data Participant ID"
55
Under Comments, add "Data Chat Name", "Date Chat ID"
56
It should look like this. Press "continue" and test the step.
57
Here's the data received by Zapier from Rival
58
This is the information pushed from Zapier to BHN
59
Now, on BHN, click "Points"
60
Click "Contacts"
61
This is the contact Zapier created
62
You can see 5 points has been added
63
The participant ID has also been added to "Reference ID"
And we are done! Now you can turn on your Zap ⚡️
Create a Zap to Integrate Rival with BHN
Sherry Wang
63 steps
6 minutes
Zapier
Rivaltech
Rybbon
Rival
1
Click the plus button
2
Click "Zaps"
3
Click "Trigger"
4
Select Rival
5
Click "Choose an event"
6
Select "New Chat Response for Qualified Participant" and press "continue"
7
Press add account and a pop-up window will open up. Now we need to connect Rival with Zapier.
8
Click here.
9
Click "Applications"
10
Click "Create New"
11
Enter in your contact details and press "create"
12
Click "CREATE NEW" under API Keys
13
Enter a name
14
Double-click this text field.
15
x-application = Application ID
16
Copy the API Key
17
Enter the number copied into the "API Key" field.
18
Click "Yes, Continue to Rival"
19
Now your Zapier account is connected to Rival! Press "continue".
20
Click "Choose value…" and select the Research Domain you just connected.
21
Leave the chat value **empty** as we want to award all chats
Now we want to create a chat on Rival to test the trigger.
22
Create a new chat in the Research Domain that you just connected to via Zapier
23
Create a chat with an **email card** added
24
Click "HIDDEN VARIABLES"
25
Click "_RewardPoints"
26
Enter a value and press save
27
Click "PROCEED"
28
Click "DISTRIBUTE" and create an external link so you can take the chat
29
Take the chat and enter in an email. \ Note: An email address is required to reward points on BHN.
30
When you run the test on Zapier, you should see the test record.
31
You can see here that it located the email I entered, and the reward points are 5, which means the test was successful! \ \ Press "continue with selected record"
Now press "add step" and let's add in a filter
32
Click this icon.
33
Click "Filter"
34
Click "Choose field…"
35
Select "Date Values Reward Points"
36
Click "(Number) Greater than"
37
Type "0"
38
We want to add this filter so that zaps will not run if no reward points are available.\ \ Press Continue.
39
Confirmation that this worked
Now let's connect BHN
40
Press add step and click "BHN Rewards"
41
Click the "*EventRequired" field.
42
Select "Updates Points", press "continue and let's connect the BHN account
43
On BHN, click "Settings"
44
Click "Integrations"
45
Click here.
46
On Zapier, press **add account**, and then continue. In the configure page, select your BHN account
47
Now your BHN account is connected to Zapier. Press "continue"
48
Click here.
49
Click "Data Values Reward Points"
50
Click here.
51
Click "Data Participant Email"
52
If you've collected a first name, you can also add that in
53
Click here.
54
Select "Data Participant ID"
55
Under Comments, add "Data Chat Name", "Date Chat ID"
56
It should look like this. Press "continue" and test the step.
57
Here's the data received by Zapier from Rival
58
This is the information pushed from Zapier to BHN
59
Now, on BHN, click "Points"
60
Click "Contacts"
61
This is the contact Zapier created
62
You can see 5 points has been added
63
The participant ID has also been added to "Reference ID"
And we are done! Now you can turn on your Zap ⚡️
