Zapier Integration Use Cases
Per Brendan's suggestion, I'm starting a thread for clients' use cases for the Zapier integration.
Please post your own ideas or actual client requests here. As I mentioned, we already had one request to create an action that assigns a role to a user, which I've now added to the integration.
(Also, I'm going to make the app public soon (today or early next week), so anyone with a Zapier account can test it out.)
Comments
-
- Updating Idea status: This would allow Vanilla's ideation functionality to better connect with tools commonly used for roadmaps like Productboard, Jira, Aha!
- Notifications - we have the webhooks already but a use case could be allowing moderators to be notified in Slack when they get some kind of forum notification.
- Event registration/attending - maybe so they can add it to a calendar like Google calendar? Or maybe an event platform like EventBrite.
- Ranks and/or reputation points - being able to take this event and maybe result in them receiving gifts from a platform that does that sort of thing. I noticed that 'Sendoso' is upcoming meaning no one has done it yet but that would be good as I hear about them quite a bit. Essentially, imagine this case here where Qualtrics says they're going to give their community members certain swag for reaching these Ranks. As I understand it they have to pull a user list and verify that to see if they gained a rank. I imagine they made some kind of formula in excel to actually do that but still. What if when a user reaches a particular rank it triggers an action in another system so that user can get some kind of tangible reward like a gift card or specific gifts.
6 -
I would like an action to give someone a badge - that way I can say if in a list in hubspot, give this person said badge.
1 -
Other use cases:
- Send an email to someone who hasn't logged in X many days. This is essentially a workflow trigger in Hubspot for us but could be with MailChimp or any other email marketing provider powered by Zapier.
- Notify if a discussion has not been responded to in X many minutes/hours/days. This could be pushed thru Slack, or any other messaging service Zapier supported.
- Escalate a post to a ticketing system.
- Reassign a post to an another agent.
- Notify if a KB article isn't helpful
0 -
Points received - I am wording it this way because there's a number of ways a user gets reputation points in Vanilla (Reactions, Answers, idea votes if vote up reaction is being used, badges). A Good use case would be loyalty programs. If they're using a loyalty program software that exists on Zapier then users could potentially get loyalty points for their community contriutions.
Additionally, it might be helfpul to see what Insided does with their Zapier integration:
1 -
Qualtrics has a wishlist of Webhooks uses. Some of these might be more applicable to Zapier - We have suggested to them they looking into using Zapier, so I thought it might be good to share here.
Ideation
In order to improve the processes for the ideation moderator role:
- When a post hits a given threshold (15 upvotes), we’d like to receive an email and the ability to send data to our data mart.
- When a post receives 3 or more comments, we’d like to receive an email and the ability to send data to our data mart.
- When a post has the “Archived” status and receives a comment or upvote, we’d like to receive an email.
Rank & Reward Program
In order to improve the processes for the community moderator role:
- When a user hits a certain point threshold or rank level, we’d like to receive an email.
- When a user hits the Guru or Superuser level, we’d like to send them a custom private message that we can determine.
User Referral Program & Internal Referral Program
In order to improve the processes for the community moderator role:
- When a user refers a new individual by filling out the profile extender field created, we’d like to receive an email and the ability to send data to our data mart.
- When a user refers a new individual whose name is on our employee list, we’d like to receive an email.
Badge Assignment
In order to improve the user experience of community members, and the processes for the community moderator role:
- When a user hits a certain badge threshold for our custom badges, we’d like to automatically assign a user that badge.
- For example, members of our Qualtrics Partner Network should receive a custom QPN badge. Those assigned to the QPN role should automatically be assigned the QPN badge.
- For example, users who receive points for Ideation (upvoting / downvoting 10 ideas, posting 10 ideas) should receive a specific custom badge.
Unanswered Section Moderation
In order to improve the processes for the community moderator role:
- When an answer has been in the Unanswered Section for more than 14 days, we’d like to receive an email, or trigger an email to our support team.
Answers Given and Counting Pocket
In order to improve the processes for the community moderator role:
- When the Answers Accepted number has increased by 100, we’d like to either receive an email, or have the image displayed in the pocket update.
Weekly Active Users - Notification
In order to improve retention and our weekly active users:
- When a user logs in to the community and then doesn’t log in again for 30 days, we’d like to send an email to the individual.
- When a user logs in 5 times and then stops logging in, we’d like to send an email to the individual motivating them to get back into the community.
6 -
I second Brendan and Adrians Comments.
Ideation trigger - action
Badges - award a badge for actions in other applications
Events - When a user clicks attending in Vanilla register user for event and visa versa. Create event in Vanilla trigger another app and visa versa.
1 -
The give badge one is a good idea...thinking LMS's here where people could have a badge associated with a course.
11 -
As far as Actions go, we have one for Adding a Role to a User. Why not expand on this and make it "Update A User" Roles is only one field, there should be more. Only needs to be one Action
5
