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Loyalty Gator Zapier integrationAutomate Loyalty Gator with Zapier.
The Loyalty Gator Zapier integration has 0 triggers, 3 actions and 1 search. Other apps start the Zap, and Loyalty Gator receives the result: a new customer, a new transaction or an updated profile. Here is what it costs, how to connect it and what breaks.
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What the Loyalty Gator Zapier integration does for you
It connects your Loyalty Gator account, a customer loyalty program, to Zapier, the tool that passes data between apps so nobody retypes it. Loyalty Gator only works on the receiving end here: it has no trigger on Zapier, so another app always starts the automation and Loyalty Gator writes down what happened.
Three results you can build. Transactions that log themselves: a sale recorded in another tool becomes a Create Transaction in the right campaign, so the program counts it without anyone keying it in. Members enrolled at the source: whoever signs up somewhere else turns into a Create Customer, already attached to a campaign. Profiles that stay current: when details change in your other tools, Update Customer carries the change over.
Now what Zapier does not do for Loyalty Gator. Nothing in Loyalty Gator can start a Zap: no new customer, no new transaction, no change is ever announced to Zapier. If you want the loyalty program to warn another app, Zapier cannot do it here. And there is no find-or-create variant: Find Customer looks, it never creates, so a missing customer has to be handled by your Zap's design.
Still weighing the platform itself? Start with our Zapier review, then read Make vs Zapier before you commit to a plan.
Zapier words, in plain English
Eight terms come back across this page. Here they are once, in ordinary words.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time that event happens.
- Trigger
- The event that starts the Zap. Loyalty Gator has none, so it always comes from another app you connect.
- Action
- What the Zap does once started: the step that writes, sends or moves something for you, like creating a customer.
- Task
- The unit Zapier bills: one action your Zap completed successfully. Your plan counts those, and nothing else.
- Polling trigger
- A trigger Zapier checks on a timer, asking the app for new items at a fixed interval and keeping only unseen ones.
- Instant trigger
- A trigger the app reports itself, calling Zapier the moment the event happens, so nothing waits for a check.
- Filter
- A step that lets the Zap continue only when what arrived meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up something already in an app, so later steps can use what it found. Find Customer is one.
What a Loyalty Gator Zap really costs
Zapier bills tasks, and only actions that go through are counted.
- Each successful action1 task
- Trigger of the starting app0 tasks
- Free plan100 tasks a month, two-step Zaps
- Premium appNo
Each Create Customer, Create Transaction or Update Customer that succeeds counts as one task; one that fails costs nothing. The trigger, from whichever app starts the Zap, never costs a task. Loyalty Gator is not a premium app, so the free plan works: 100 tasks a month and Zaps of two steps, one trigger and one action. Put Find Customer in front of an action, or add a filter, and the Zap becomes multi-step, which needs a paid plan. The interval grid below concerns the trigger of the app that starts your Zap, since Loyalty Gator has none.
Connect Loyalty Gator to Zapier in three steps
- 01
Open Apps and add a connection
In your Zapier account, open the Apps page and click + Add connection. A dialog opens with a search box: type Loyalty Gator and pick it from the results.
- 02
Sign in to Loyalty Gator
Click Add connection. A tab opens on Loyalty Gator: sign in with the account that runs your program. You need an existing account, plus read or write access to anything you do not own that the Zap should touch.
- 03
Grant access once
Grant Zapier access to the account. That connection, your Loyalty Gator account linked once, is then reused by every Loyalty Gator step in every Zap you build.
Your first Zap: log each sale as a Loyalty Gator transaction
GoalWhen your sales tool records a sale, find the matching customer in Loyalty Gator and add a transaction to their record.
- 01
Build: start in your sales tool
Create a Zap and pick your sales tool as the trigger app, with its new-sale event. Loyalty Gator has no trigger, so the Zap always starts in another app.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent items of that account, so you map Loyalty Gator fields on a real sale rather than a guess.
- 03
Add Find Customer
Add Loyalty Gator with Find Customer and type a Search Phrase from the sale's details. Spaces mean AND, commas mean OR, so keep the phrase short and specific.
- 04
Add Create Transaction
Add Create Transaction, choose the Campaign, and map the customer found in the step above. With a search in the chain this is a multi-step Zap, so it needs a paid plan.
- 05
Test, then publish
Test each step once and check the transaction in Loyalty Gator. When it looks right, click Publish to switch the Zap on. Earlier sales are not picked up.
The Loyalty Gator actions
Loyalty Gator gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create Customer
ActionIn Zapier“Creates a new customer.”
A person who joined somewhere else becomes a member of your Loyalty Gator program, attached to the campaign you choose. That is how sign-ups from other tools reach the program without a second form.
Create Transaction
ActionIn Zapier“Creates a new transaction.”
Adds a new transaction to a customer in Loyalty Gator, inside a campaign. It is the action that keeps the program's count in step with what actually happened in your other tools.
Update Customer
ActionIn Zapier“Updates a customer profile.”
Changes a customer profile that already exists in Loyalty Gator, so the record follows the details kept in your other tools instead of drifting apart from them.
The Loyalty Gator search
1 search step looks for data that already exists in Loyalty Gator, so a later step can use it.
Find Customer is a search step: it looks up a customer who already exists and hands the result to the steps after it. Three settings decide what happens when the result is not clean.
Find Customer
SearchIn Zapier“Search for an existing customer.”
Looks for an existing customer in Loyalty Gator from a Search Phrase, then passes what it found to the next step, typically an update or a transaction.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nobody stops the Zap there and skips the steps that needed it. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?This box turns a search into a find-or-create elsewhere on Zapier. Loyalty Gator offers no such variant, so Find Customer only ever looks.
- If multiple search results are found?Three ways out when several customers match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When a Loyalty Gator Zap breaks
Zapier lists no help article for Loyalty Gator, so the traps below are the general ones, applied to a loyalty program.
None of them shows on day one. They appear later as a transaction that never arrived or a task count climbing faster than your sales. When a Zap misbehaves, open our Zapier troubleshooting page.
Past sales are never imported
A Zap only reacts to what happens after it is switched on. Customers and sales from before stay out of Loyalty Gator; moving that backlog is a separate job.A loop that feeds itself
If a Zap writes into the very place its own trigger watches in the starting app, it sets itself off again and again and burns through your tasks fast.A bulk import gets held back
When the starting app suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold the trigger back.A search that finds nobody
With the default setting, Find Customer stops the Zap when nothing matches, so the transaction or update after it never runs. Check the Search Phrase first.
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