Set Up Your Action and Go Live | Passtastic Help
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Set Up Your Action and Go Live

Choose your action app

Now that Zapier has your test data, you tell it what to do with it.

1. In your Zap, click the Action box.

2. Search for the app you want to connect — for example Gmail, Google Sheets, Mailchimp, or Slack.

3. Pick what you want to happen. Some popular examples:

  • Gmail → "Send Email" — send a welcome email when a customer adds your card
  • Google Sheets → "Create Spreadsheet Row" — log every stamp or point update
  • Slack → "Send Channel Message" — get notified when someone redeems a reward

Fill in the details

1. Zapier will ask you to fill in fields (like "To email" or "Message body").

2. Click inside any field and you'll see the data from your test event — customer name, email, card type, event type, and more.

3. Pick the fields you need. For example, to send a welcome email, use the customer's email for the "To" field and their first name in the greeting ("Hi Maria!"). Their full name and last name are there too.

Test and publish

1. Click Test to send a real action (Zapier will actually send the email, add the row, etc.).

2. Check that everything looks right.

3. Click Publish to turn your Zap on.

That's it. From now on, every time the event happens with your loyalty card, Zapier will run your action automatically.

Tip: You can add multiple actions to the same Zap. For example, send a welcome email and add a row to your spreadsheet — both triggered by the same event.

Example: keep Brevo in sync

Brevo is an email tool. This Zap adds every new member to Brevo with the right status, and unsubscribes them in Brevo when they unsubscribe in Passtastic.

1. In Passtastic, turn on Pass Added and Customer subscribes or unsubscribes for your card. Both arrive in the same Zap.

2. In Zapier, add the action Brevo → Create or Update Contact.

3. Map Email to the customer's email, and the first and last name fields to first_name and last_name.

4. Before the Brevo step, add Formatter → Utilities → Lookup Table. Lookup key: email_marketing status (Zapier shows it as *User Email Marketing Status*). Add one row: `unsubscribed` → `true`. Fallback value: `false`.

5. In the Brevo step, map Email blacklisted (Brevo's word for unsubscribed) to the Lookup Table's output.

6. To add people to a newsletter list, add a Filter that only continues when email_marketing status is exactly `subscribed`, followed by a Brevo action that adds the contact to that list.

Customers marked `not_asked` never agreed to marketing. Don't add them to newsletter lists. Messages about their card are fine.

Unsubscribes in Brevo do not flow back to Passtastic. The data travels one way only, from Passtastic to Brevo. If a customer unsubscribes through a Brevo email, Passtastic does not find out.

Need help?

If something isn't working, reach out to us — we're happy to help you get set up.