MoEngage Zapier integrationAutomate MoEngage with Zapier.
MoEngage Zapier integration: 0 triggers, 4 actions, 0 searches. MoEngage is the receiving end: another app spots the event, then a Zap creates a user, logs an event, moves someone in a cohort or fetches a report. Here is the cost, the setup and what breaks.
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What the MoEngage Zapier integration does for you
The MoEngage Zapier integration feeds your customer engagement platform from the rest of your tools. MoEngage combines customer analytics, automated engagement across channels and personalization; Zapier keeps its user profiles, events and cohorts in line with what happens elsewhere. Four actions are on offer, and no trigger.
Three results come up most. A profile for every signup: someone fills in your form, and Create or Update User adds them to MoEngage, or refreshes their attributes when the profile already exists. The right people in the right cohort: Add or Remove User From Cohort (Audience) puts a user into a cohort, or takes them out, so your campaigns aim at a list that follows the facts. An event MoEngage would not see otherwise: Import User Event records something that happened in another tool against a user, by its Event Name.
What Zapier does not do here matters as much. Nothing that happens in MoEngage can start a Zap, since the app has no trigger on Zapier. There is no search step either, so a Zap cannot look up a user before writing. And Fetch Campaign Report only pulls reports already set up in MoEngage; it does not build them.
Weighing other tools first? See our n8n vs Zapier guide, or our Make vs Zapier guide.
The Zapier words you need, in one minute
Zapier comes with its own vocabulary. Each word is explained once here, in plain terms, then used as is on the rest of the page.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. MoEngage has none on Zapier, so another app always plays this part.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you, such as a user profile.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan counts those.
- Polling vs instant
- A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself, so nothing waits for a check.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Connection
- Your MoEngage account linked to Zapier once, then reused by every step that writes into MoEngage.
- 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 a MoEngage Zap really costs
MoEngage is not a premium app, so it works from the free plan. Zapier bills completed actions, not checks.
- Trigger0 tasks
- Each action that succeeds1 task
- Free plan100 tasks a month, two-step Zaps
- Premium appNo
The trigger of the other app never costs a task, and looking for new data costs nothing either. Each MoEngage action that succeeds counts as one task; one that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, each limited to two steps: add a filter or a second action and you need a paid plan. The interval grid below only concerns a polling trigger of the app that starts your Zap. MoEngage has no trigger, so the grid never applies to it.
Connect MoEngage to Zapier in three steps
- 01
Open the connections page
In your Zapier account, go to Apps, then click + Add connection. Before you start, have an account on MoEngage, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Pick MoEngage
In the dialog, type the app name, select MoEngage in the results, then click Add connection. A new tab then opens on the MoEngage side for the sign-in.
- 03
Sign in and grant access
Sign in to MoEngage in that tab, then let Zapier use the account. The connection is saved once, and every MoEngage step of every Zap you build reuses it.
Your first Zap: a MoEngage profile and cohort for each signup
GoalEach time your form receives a submission, create or update the user in MoEngage, then add them to a cohort.
- 01
Build: start on the form
Create a Zap and pick your form tool with its new-submission event as the trigger. MoEngage cannot start a Zap, so the starting point always lives in another app.
- 02
Test the trigger on a real entry
Run the trigger test. Zapier brings back the three most recent submissions of the connected account, so you map the next steps on real answers, not on guesses.
- 03
Add Create or Update User
Pick MoEngage and Create or Update User. Map a stable identifier into Customer ID, since that is what MoEngage uses to find or create the user, then the attributes you want.
- 04
Add the cohort step (paid plan)
Add Add or Remove User From Cohort (Audience), choose to add, then fill Cohort Name and Cohort ID. A second action makes the Zap multi-step, so it needs a paid plan.
- 05
Test, read, then publish
Run each step once and read what came back before going further. When both steps look right, click Publish to switch the Zap on.
The 4 MoEngage actions
MoEngage gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Add or Remove User From Cohort (Audience)
ActionIn Zapier“This action adds or removes a user from a cohort using the Cohort APIs.”
Puts one user into a cohort or takes them out of it, depending on the choice you make in its required Add or Remove User? field.
Create or Update User
ActionIn Zapier“This action adds a user into MoEngage. If the user profile already exists, this action updates the user’s attributes.”
Adds a user to MoEngage, or updates the attributes of that user when the profile already exists. The required Customer ID is what tells the two cases apart.
Fetch Campaign Report
ActionIn Zapier“This action fetches campaign reports (configured in MoEngage) from MoEngage.”
Fetches a campaign report that is configured in MoEngage. It asks for two required fields: a File Name and your API Secret.
Import User Event
ActionIn Zapier“This action imports a user event to MoEngage using the Event APIs.”
Records an event against a user in MoEngage, named by the Event Name you give it. Customer ID and Event Name are both required.
When a MoEngage Zap breaks
Zapier ties no help article to MoEngage, so the traps below are the general ones, seen from a Zap that writes users and events.
They come from the way Zapier runs a Zap, not from MoEngage itself. If one of them is already in your way, see our Zapier troubleshooting guide.
No catch-up on the past
A Zap reacts only to what happens after you switch it on. Signups that already existed never reach MoEngage, and moving that backlog is a separate job.A Zap that sets itself off
As a general precaution: a Zap that writes into the very place its own trigger watches can start itself again and again, and eats tasks fast.A sudden flood held back
When a trigger returns a huge batch at once, after a bulk import or a migration, Zapier's flood protection can hold those runs back.The same item, one run
On a polling trigger, Zapier remembers what it has already seen, so the same item does not start the Zap twice.
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