Zapier

Zapier makes it easy to automate tasks between web apps.

Use Cases

  • Trigger a notification to a user based on an event from another integration. For example, if a user purchases something in store and you would like to send them an offer, you could send them a coupon code.

  • Onboarding: User opens app for the first time

    • Trigger an email after a delay for feature education
    • Drip campaign - multiple emails
    • Insert a record in CRM
  • Retention: Reward user when they reach a goal

    • Trigger an email with gift certificate
    • Trigger an SMS with gift certificate
  • Reactivation: User uninstalls the app

    • Send a follow-up email

Setup

  1. From within the Urban Airship dashboard, select the app you would like to connect to Zapier.

  2. Click the Settings (gear icon) menu, select APIs & Integrations, and copy the App Key and App Master Secret for use in the next step.

  3. Install the Urban Airship app, and paste the Urban Airship App Key and App Master Secret in the Zapier account connection screen when prompted.

Note: To use Triggers you will need Urban Airship Connect. The Zapier integration automatically sets up the Connect integration. No additional steps are required.

Actions and Searches are included with Urban Airship Engage.

Client Code

Named User

To automate based on email we recommend setting the Named User as the customer’s email address. You can also set other ids using associated identifiers (Connect Only).

iOS

UAirship.namedUser().identifier = "NamedUserID"
[UAirship namedUser].identifier = @"NamedUserID";

See iOS: Named Users for more detail.

Android/Amazon

// Associate the channel to a Named User ID.
UAirship.shared().getNamedUser().setId("NamedUserID");

See Android: Named Users for more detail.

Phone Number

In order to trigger an SMS a E.164 formatted phone number must be used. Phone Number use associated identifier with key = com.urbanairship.phone_number value = E.164 formatted phone number e.g. +15555555555

Use the following code to send over a phone number:

iOS

// Get the current identifiers
let identifiers = UAirship.shared().analytics.currentAssociatedDeviceIdentifiers()

// Add any custom identifier
identifiers.setIdentifier("com.urbanairship.phone_number", forKey:"+15555555555")

// Optionally include advertising ID
identifiers.advertisingID = ASIdentifierManager.sharedManager().advertisingIdentifier.UUIDString;
identifiers.advertisingTrackingEnabled = ASIdentifierManager.sharedManager().advertisingTrackingEnabled;
identifiers.vendorID = UIDevice.currentDevice().identifierForVendor?.UUIDString

// Associate the identifiers
UAirship.shared().analytics.associateDeviceIdentifiers(identifiers)

// Get the current identifiers
UAAssociatedIdentifiers *identifiers = [[UAirship shared].analytics currentAssociatedDeviceIdentifiers];

// Add any custom identifier
[identifiers setIdentifier:@"com.urbanairship.phone_number" forKey:@"+15555555555"];

// Optionally include advertising ID
identifiers.advertisingID = [[ASIdentifierManager sharedManager].advertisingIdentifier] UUIDString];
identifiers.advertisingTrackingEnabled = [ASIdentifierManager sharedManager].advertisingTrackingEnabled;
identifiers.vendorID = [[UIDevice currentDevice].identifierForVendor UUIDString];

// Associate the identifiers
[[UAirship shared].analytics associateDeviceIdentifiers:identifiers];

Android/Amazon

// Associate the phone number to the user
UAirship.shared().getAnalytics()
.editAssociatedIdentifiers()
.addIdentifier("com.urbanairship.phone_number", "+15555555555")
.apply();

Additional identifiers

To associate other IDs to a user use the following sample example code as a starting point:

1st Flight App

Use our 1st Flight App to send yourself test notifications and to easily find your channel_id, and set your named_user and tags for use with Zapier Triggers, Actions, and Searches.

After completing the 1st Flight App setup, open the app on your mobile device, tap the Push Settings menu at the bottom of the screen to access the following options.

Channel ID

Tap Channel ID to copy it to your clipboard.

Named User

  1. Tap Named User, tap the Named User field, then enter an email address.
  2. Tap Push Settings at the top of the screen to return to the Push Settings menu.

Tags

  1. Tap Tags, then tap the + sign in the upper right corner of the screen.
  2. Tap the Add Tag field, enter your custom tag, then hit the Enter button on the keyboard.

    After entering each tag, you will return to the list of tags.

  3. Tap Push Settings at the top of the screen to return to the Push Settings menu.

Zapier Concepts

Please see the linked documentation for each of the Zapier concepts listed here.

Triggers

“Triggers answer the question: What events can my users listen for with Zapier?”

Actions

“Actions answer the question: What should my users be able to create via Zapier?”

Searches

“Searches answer the question: What records can I lookup by a particular query?”

Zap Templates

Example template uses are provided here. Please also see Zapier’s documentation about How To Use Zap Templates.

App Notifications

Send an Urban Airship app notification based on when:

RSS Update

Make it easy to keep your users up-to-date with any changes to your product by sending a notification when an RSS feed is updated.

Requirements: RSS

  1. An item is created in the RSS feed.

  2. Urban Airship sends the item to all users in your app.

New Salesforce Account

Stay up to date on all new accounts created in Salesforce by sending an app notification to a group of users.

Requirements: Salesforce, Urban Airship device tags

  1. A new account is created in Saleforce,

  2. Urban Airship sends the account information as an alert to users in your app.

Google Sheets Modification

Use Google Sheets to trigger an alert to users in your app.

Requirements: Google Sheets, Urban Airship device tags

  1. For a selected Google Sheet, add alert text and the tag you’d like your notification to apply to.

  2. Urban Airship sends the alert text to all users that have that tag.

Email

You worked hard to acquire your customers. Use this Zapier integration to win back users that uninstalled your app. By engaging with users that uninstalled your app, you may be able to address the reasons why they left.

Requirements: Zapier Email, Urban Airship Connect, Urban Airship named user set as the user’s email address

  1. A user uninstalls your app.
  2. You send a notification to that user.
  3. Urban Airship sends an uninstall event.
  4. Zapier sends an email to the user asking for feedback.

SMS

Send an SMS with a coupon code to users that hit a goal in your app.

Requirements: Twilio, set the Urban Airship’s user’s phone number in the mobile app

  1. A goal is attained in the app, and a custom event is then triggered.
  2. Filter on only purchase events.
  3. Twilio sends an SMS to the matching users.