Create an Email Invitation Trigger Using Pipedream
Overview
Pipedream is a powerful tool that connects different applications and automates their workflows. The Zoho Survey and Pipedream integration can help you send timely survey emails or set automated workflows based on the actions performed in your configured business application.
How does this work?
Whenever an action configured in Pipedream is performed, an email trigger from Zoho Survey will be initiated.
The action can be anything like account creation, cart abandonment, canceled orders, and similar actions performed in your application. To achieve this, you need to configure this action in Pipedream and set the trigger.
Email triggers are emails that are sent automatically when a configured action is performed successfully. For example, you can send a survey email using this trigger to get feedback from users.
Let's see how this works with a Shopify example.
Use case
Consider you are a business owner who runs a business with Shopify, and you want to know why customers are abandoning their carts or canceling their orders. To know that, you can send a survey to each customer and gather their feedback. However, tracking them and sending surveys might seem tedious. You can automate this process by integrating Pipedream with Zoho Survey. Here, Pipedream displays a list of events from the Shopify application that are applicable for initiating triggers. You can configure the desired event with Zoho Survey to send survey emails. When the event is completed, survey emails are sent automatically.
Creating an email invitation on Zoho Survey
- Select the required survey and click the Builder option from the left pane.
- Go to the Publish tab.
- Select the required collector or click Add New Collector.
- For a new collector, under Email Invites by Zoho Survey, click Create, then select the Create Email option to begin composing your invitation.
- For an existing collector, click Create Email to begin composing your invitation. Click Next.
- Enter the sender information and click Next.
- On the Send To screen, select Contacts based on triggers.
- Enter the trigger name.
- Click Create.
The template for your email invitation trigger has now been created. Open Pipedream to continue the rest of the configuration.
Creating an email trigger on Pipedream
To create email triggers for the events performed in Shopify using Pipedream:
- Log in to your Pipedream account.
- Click New Project in the top-right corner.
- Click on Create a new project, give it a suitable name, and click Create.
- The created project will be displayed on the dashboard. Choose the project and click New.
- Select Workflow from the dropdown and click Create Workflow.
- Click Add Trigger and choose Shopify.
- Upon choosing Shopify, a list of applicable triggers will be displayed.
- In this example, let's choose New Order Created (Instant). When a new order is created, an email trigger will be initiated, and the survey emails will be sent based on the trigger.
- From the right pane, connect your Shopify account and click Configure to save.
- Enter the details like Shop ID, Admin API Access tokens, and other data in the optional fields, and click Save.
- To add Zoho Survey to this, click the plus icon (+).
- Choose Zoho Survey from the dropdown and click Send Email Invitation.
- Provide your Zoho Survey account details in the right pane.
- Once all the necessary information is given, click Configure to test.
Test the application to see if the workflow is working correctly. After successful testing, click Deploy to deploy the workflow.
How to manage a triggered invitation
- Select the survey. Go to the Publish tab.
- Select the collector created for Private audience by Zoho Survey.
- To view a triggered invitation, click View.
- To edit a triggered invitation, click
, then select Edit.
- To disable a triggered invitation, click
, select Disable, and confirm the selection by clicking Yes, Disable.
- To enable a triggered invitation, click
, then select Enable.
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