How to Set Up Savio’s Zapier Integration

How to Set Up Savio’s Zapier Integration

Savio connects to a ton of tools, but we don’t have native integrations with everything (yet!). To connect Savio to tools for which there isn’t a native integration, you can use Zapier.

In this article, we’ll explain why you might want to set up the Zapier integration and how to do it. We’ll cover:

Why set up the Zapier Integration?

There are many scenarios when the Zapier integration could be useful to you. Here are a few of the most common ones:

  • You want to track NPS or CSAT data in Savio. In your NPS tool, you could add a tag “Send to Savio”. Anything you apply that tag to would then be automatically sent to Savio as feedback via a Zap.

  • You want to send feedback from cancellation surveys to Savio. You can create a Zap to send any responses from a cancellation survey directly to Savio as feedback.

  • You receive feedback from a support tool we don’t integrate with. Savio connects to several support tools, but not yet to all of them. You could set up a Zap that sends feedback from, for example, Freshdesk or Front, to Savio when a particular tag is applied.

  • You want to send feedback from your app to Savio. You might receive customer feedback and feature requests directly from your own app. You can set up a Zap to link your API to Savio to get your in-app feedback automatically sent to your Savio inbox.

How to set up Savio’s integration with Zapier

To set up a Zap, do the following:

1. Grab your API token on your My Settings page.

2. Start a Zap with Savio by going to this URL. Then add a "Webhooks by Zapier" step with a POST.

In this example, we’re using Zapier to connect Savio to Survey Monkey.

3. Make sure the app is "Webhooks by Zapier" and the Action Event is POST.

4. Set the URL and Payload Type.

In the “URL field” enter https://www.savio.io/app/api/create-feedback/. In the “Payload Type” field enter “Json”.

5. Customize data to send to Savio

Depending on the information you receive in the source tool, you'll want to customize the fields you send to Savio.

Below are the possible fields you can send to Savio with a description of each field.

Parameter Required Description

problem

Yes

The text describing the problem the user is having.

feedback_type

Yes

The type of customer that provided the feedback.

Valid values are:

ACTIVE
Active customer

CHURNED
Churned customer

INTERNAL
Internal Teammate

LOST DEAL
Lost deal

PROSPECT
Prospect

OTHER
Other

TEST
test

state

No

Defaults to ACTIVE

The triage state of this piece of feedback.

Valid values are:

ACTIVE
Show in Inbox

PENDING
Snoozed

ARCHIVED
Skip Inbox

source_url

No

An optional URL that links back to the original source of the feedback.

person_email

No

The email address of the person the feedback came from. If there is an existing person with that email address the feedback will be linked to that person. If there isn't an existing person with that email address a new person will be created.

person_name

No

The full name of the person the feedback came from. If there isn't a person with that a new person will be created.

feature_request_title

No

The title of the feature request to link the new piece of feedback to. If a feature request with that title already exists the existing feature request will be used. Otherwise, a new feature request will be created.

tags

No

A list of strings that are the titles of the tags you link to the new piece of feedback. If the tags don't exist they will be created.

6. Add an Auth Header.

Scroll down to the “Headers” section. You'll want to enter a header called Authorization. Its value should be the word "Token" followed by a space and the API Token you grabbed in Step 1.

You're done!

Test your Zap and you should be good to go. Questions? Email help@savio.io and we'll get you sorted.

Last Updated: October 28 2021