Merit Zapier integrationAutomate Merit with Zapier.
Merit Zapier integration: 0 triggers, 4 actions, 0 searches. Zapier can send, update or revoke a Merit credential for a person each time something happens in another app. Merit itself never starts the automation, so the starting event always comes from somewhere else.
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What the Merit Zapier integration does for you
The Merit Zapier integration lets another app drive your Merit account. Merit is a platform for verified digital credentials, which it calls merits. When an event happens elsewhere, Zapier passes its data to Merit, and Merit issues, updates or withdraws the credential for the person named by an email address.
Three results cover what people build here. A credential issued: a new row lands in a spreadsheet and Send a Merit sends that person a merit from the template you picked, using their email, first name and last name. A record kept current: Edit a Merit (One or More Fields) changes only the fields you have new data for, on a merit that already exists. A credential withdrawn: Revoke a Merit takes back the merit of a given template from the person behind an email, with a reason attached. And when you are not sure whether the merit exists yet, Edit a Merit (Or Send a Merit) edits it if found and can send a new one if not.
What Zapier does not do with Merit matters just as much. There is no trigger, so nothing that happens inside Merit can start a Zap. There is no search, so a Zap cannot look up a merit and reuse what it holds. And none of the four actions creates a template: each one asks you to pick an existing Merit template.
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Zapier words in one minute
Eight words come back all over this page. Here is what each one means, in plain terms.
- Zap
- The automation you build on Zapier: one event that starts it, then one or more steps that run every time that event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. Merit offers none, so yours comes from another app.
- Action
- What the Zap does once it has started: the step that writes, sends or changes something for you. Merit has four of them.
- Task
- The unit Zapier bills. One task is one action the Zap completed successfully, and your plan's number counts those.
- Polling vs instant
- A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself the moment the event happens.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up something already stored in an app so later steps can use it. Merit offers none on Zapier.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A filter, a search or a second action makes it one, and it then needs a paid plan.
What a Merit Zap really costs
Merit is not a premium app, so it works on the free plan. Zapier bills in tasks, and only the Merit steps count.
- Premium appNo, available on the free plan
- Free plan100 tasks a month, two-step Zaps
- Billed per run1 task per successful Merit action
- Trigger checksFree, never counted
The trigger in the other app never costs a task, however often Zapier checks it. Each Merit action that goes through is one task, and a run that fails is not counted. A Zap that sends a merit and then edits another one uses two tasks per run. The free plan gives 100 tasks a month and unlimited Zaps, each capped at two steps; a filter or a second action needs a paid plan. The interval grid below concerns the starting app only, and only when its trigger is a polling one.
Connect Merit to Zapier in three steps
- 01
Open your connections
In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Merit account linked once, then reused by every Merit step in every Zap.
- 02
Pick Merit
Type Merit in the search box of the dialog, select it, then click Add connection. A new tab opens on the Merit side; keep it open until you have signed in.
- 03
Sign in and allow access
Log in to Merit in that tab and grant Zapier access. You need a Merit account, plus read or write access on anything you do not own yourself and want the Zap to touch.
Your first Merit Zap, step by step
GoalSend a merit to each person added to a spreadsheet, but only for rows that pass a condition you choose.
- 01
Create the Zap and set the trigger
Start a new Zap and pick your spreadsheet app with its new-row event. The Zap has to begin there, because Merit has no trigger of its own.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent rows from the connected account, so you map the email and name columns on real data.
- 03
Add the filter
From the plus icon, add a Filter and fill its three boxes: the field to look at, the rule, and the value. Use a text rule for text and a number rule for numbers. With a filter, the Zap is multi-step and needs a paid plan.
- 04
Add Send a Merit
Add Merit, choose Send a Merit, select the template, then map the email address, first name and last name from the row.
- 05
Test, then publish
Test the Merit step with a row you control and read what came back. When it looks right, click Publish to switch the Zap on.
Merit actions
Merit gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Edit a Merit (Or Send a Merit)
ActionIn Zapier“If a merit can be edited for the given user (as found by email & template) edit that merit using the provided data. If no merit can be found, a new merit can be issued if desired. All required data for the given merit must be provided.”
Looks for an editable merit for that person, matched by email and template, and updates it with the data you map. If nothing matches, a required yes or no field decides whether a new merit gets sent instead.
Edit a Merit (One or More Fields)
ActionIn Zapier“Edit one or more fields of an existing merit. Very useful in cases where you only need to edit some of the data on a merit or only have access to some of the data on the merit currently.”
Changes some fields of a merit that already exists and leaves the others alone. Handy when your source app only knows part of the information held on the credential.
Revoke a Merit
ActionIn Zapier“Revoke a merit of the specified template from the user as designated by email.”
Takes back the merit of a chosen template from the person designated by an email address. You must give a revocation reason and answer a required question on whether to propose the revocation.
Send a Merit
ActionIn Zapier“Send a merit to a user. Most efficient action if you know that you only want to send new merits.”
Issues a new merit from the template you select to the person behind an email address, with their first and last name. It is the leanest choice when every run should hand out a fresh credential.
When a Merit Zap breaks
Zapier lists no help article for Merit, and no limit specific to the app has been recorded. What goes wrong comes from how Zaps behave in general.
These four situations are the general limits to know. They come from the trigger side and from Zapier's own rules, so look there first when a credential was not sent or not updated.
People added earlier are skipped
A Zap only reacts to what happens after you switch it on. Rows already in the sheet never get a merit; handling that backlog is a separate job.A Zap that triggers itself
As a general precaution, a Zap that writes into the very place its own trigger watches can set itself off again and again, and burn through your tasks.Bulk imports get held back
When the starting app suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold those items back.No duplicates from polling
On a polling trigger, Zapier remembers what it has already seen, so the same row does not start the Zap twice.
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