Loyaltypass Zapier integrationAutomate Loyaltypass with Zapier.
The Loyaltypass Zapier integration gives you 0 triggers, 5 actions and 0 searches. Everything starts in another app: a sale or a sign-up there issues a pass, adds points or takes them away in Loyaltypass. Here is what it costs, how to connect it and what breaks.
Beta app Zapier still marks this integration as beta.
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Why connect Loyaltypass to Zapier
The Loyaltypass Zapier integration lets your other apps drive your digital loyalty cards. Something happens in a sales, form or contact tool, and Zapier issues a pass, adds points or deducts them in Loyaltypass for you. Loyaltypass is still marked as beta on Zapier, which is worth knowing before you build on it.
Three results worth building. Points that follow every sale: a sale in your sales tool becomes an Add Reward Points on the buyer's pass, with no one typing the amount twice. Cards handed out at sign-up: a new contact elsewhere gets Issue Pass to Customer, and the pass is ready before they ask for it. Balances you can reuse: Find Customer reads a member's balance and validity so a later step can mention it.
Now what Zapier does not do for Loyaltypass. There is no trigger at all: nothing that happens in Loyaltypass, a new pass or a points change, can start a Zap. If you want Loyaltypass to warn another app, it will not happen here. Find Customer looks like a search but it is an action, so it counts as a task and makes the Zap multi-step like any second action. Plan your Zaps around actions only.
Still weighing the platform itself? Start with our Zapier review, then read Make vs Zapier before you pick 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. With Loyaltypass, it always comes from another app, since Loyaltypass has none.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you, here in Loyaltypass.
- 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 what is new.
- Instant trigger
- A trigger the app reports by 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.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes one, and it then needs a paid plan.
What the Loyaltypass Zapier integration really costs
Zapier bills tasks, and only actions that go through are counted.
- TriggerFree, never counted
- Successful action1 task
- Free plan100 tasks a month, two-step Zaps
- Paid plan requiredNo
Each of the five Loyaltypass actions counts as one task when it succeeds, Find Customer and List Loyalty Pass Template included; one that fails costs nothing. The trigger, from whichever app starts the Zap, never costs a task. Loyaltypass is not a premium app, so the free plan works: 100 tasks a month and Zaps of two steps, one trigger and one action. Chain Find Customer before Add Reward Points, 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 Loyaltypass has none.
Connect Loyaltypass 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 Loyaltypass and pick it from the results.
- 02
Sign in to Loyaltypass
Click Add connection. A tab opens on Loyaltypass: sign in with the account that runs your loyalty programs. You need an existing account, plus read or write access to anything you do not own that the Zap should touch.
- 03
Grant access
Grant Zapier access to the account. The connection is saved once, and all five Loyaltypass actions reuse it in every Zap you build afterwards, without asking again.
Your first Loyaltypass Zap, step by step
GoalWhen your sales tool records a sale that meets your condition, add the matching reward points to the buyer's Loyaltypass card.
- 01
Pick the starting app
Create a Zap and choose your sales tool as the trigger app, with its new-sale event. Loyaltypass has no trigger, so the Zap always starts in another app.
- 02
Test on a real sale
Run the test. Zapier brings back the three most recent items of that account, so you map the Loyaltypass fields on a real sale rather than a guess.
- 03
Add the filter
Click the plus icon, add Filter and fill the three boxes: the field to look at, the rule and the value. A number rule only works on numbers.
- 04
Add Reward Points
Add Loyaltypass with Add Reward Points. Pick the Program Template ID, map the points and use the sale's own reference as Transaction ID. With a filter, this Zap needs a paid plan.
- 05
Test and publish
Test each step once and check the balance in Loyaltypass. When it looks right, click Publish to switch the Zap on. Sales recorded before that are not picked up.
The Loyaltypass actions
Loyaltypass gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Add Reward Points
ActionIn Zapier“Adds a specified number of points to a customer's pass using their member ID.”
Credits a set number of points to a member's pass, based on their member ID. This is the action that turns activity elsewhere into a growing balance.
Deduct Reward Points
ActionIn Zapier“Deducts a specified number of points from a customer's pass using their member ID.”
Removes points from a member's pass, the mirror of Add Reward Points. You give it the member, the program and how many points come off.
Find Customer
ActionIn Zapier“Finds a customer's pass details, including balance and validity, using their member ID.”
Reads a member's pass details, their balance and how long the pass stays valid, from their member ID. Later steps can then reuse those values in a message or a record.
Issue Pass to Customer
ActionIn Zapier“Creates a new loyalty pass for a customer, or returns their existing pass if already registered.”
Gives a customer a new loyalty pass in the program you choose, or hands back the pass they already hold if their email is registered. No duplicate card either way.
List Loyalty Pass Template
ActionIn Zapier“Lists all active loyalty programs available for issuing passes.”
Returns every active loyalty program you can issue passes from. Handy when you run more than one program and want the right ID in hand.
When the Loyaltypass integration breaks
Zapier lists no help article for Loyaltypass, so the traps below are the general ones, applied to a loyalty card, plus one rule carried by the points actions themselves.
None of them shows on day one. They show up as a balance that looks wrong or a task count climbing faster than your sales. When a Zap misbehaves, open our Zapier troubleshooting page.
Past sales never earn points
A Zap only reacts to what happens after it is switched on. Sales recorded before stay without points; crediting that backlog is a separate job.A reused Transaction ID
Loyaltypass adds points only once per Transaction ID. If every run sends the same value, the later sales earn nothing and the balance stays flat.A loop through the starting app
If a later step writes into the very place the starting app's trigger watches, the Zap sets itself off again and again and burns through your tasks.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.
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