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 name in the message body.
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.
Need help?
If something isn't working, reach out to us — we're happy to help you get set up.