Automation Guide

Automate reward distribution using no-code platforms like Zapier, Make, IFTTT, and n8n.

Overview

Connect Loyalteez to hundreds of platforms and services without writing code. Perfect for:

Marketing automation
CRM integrations
E-commerce workflows
Social media rewards
Customer onboarding
Content creation rewards

Platform Integrations

Zapier Integration

Quick Start

Create a Zap
- Trigger: Choose your trigger app (e.g., "New Email Subscriber" in Mailchimp)
- Action: Choose "Webhooks by Zapier" → "POST"

Configure Webhook

URL: https://api.loyalteez.app/loyalteez-api/manual-event
Method: POST
Headers:
```
Content-Type: application/json
```

Body:

{
  "brandId": "YOUR_BRAND_ID",
  "eventType": "newsletter_signup",
  "userEmail": "{{email}}",
  "domain": "yourdomain.com",
  "metadata": {
    "source": "zapier",
    "trigger": "mailchimp"
  }
}

Example Workflows

Mailchimp Newsletter Signup

Trigger: New Subscriber in Mailchimp
  ↓
Filter: Status is "subscribed"
  ↓
Action: POST to Loyalteez
  {
    "brandId": "YOUR_BRAND_ID",
    "eventType": "newsletter_signup",
    "userEmail": "{{subscriber_email}}",
    "metadata": {
      "list_name": "{{list_name}}",
      "signup_date": "{{timestamp}}"
    }
  }
  ↓
Result: User receives 25 LTZ automatically!

Shopify Purchase Rewards

Trigger: New Order in Shopify
  ↓
Filter: Order status is "paid"
  ↓
Action: POST to Loyalteez
  {
    "brandId": "YOUR_BRAND_ID",
    "eventType": "purchase",
    "userEmail": "{{customer_email}}",
    "metadata": {
      "order_id": "{{order_id}}",
      "amount": "{{total_price}}",
      "items": "{{line_items}}"
    }
  }

Airtable Task Completion

Trigger: New Record in Airtable View
  ↓
Filter: Status is "Completed"
  ↓
Action: POST to Loyalteez
  {
    "brandId": "YOUR_BRAND_ID",
    "eventType": "task_completed",
    "userEmail": "{{email_field}}",
    "metadata": {
      "task_name": "{{name}}",
      "category": "{{category}}",
      "points_earned": "{{base_reward}}"
    }
  }

Make (Integromat) Integration

Module Setup

Add HTTP Module
- Choose "Make an API Call"
- Method: POST
- URL: https://api.loyalteez.app/loyalteez-api/manual-event
Configure Headers
```
{
  "Content-Type": "application/json"
}
```

Configure Body

{
  "brandId": "{{YOUR_BRAND_ID}}",
  "eventType": "{{event_type}}",
  "userEmail": "{{user_email}}",
  "domain": "yourdomain.com",
  "metadata": {
    "source": "make",
    "workflow_id": "{{scenario.id}}"
  }
}

Example Scenario

Google Sheets to Rewards

Watch Rows (Google Sheets)
  ↓
Router
  ├─ If status = "completed" → Reward user
  ├─ If status = "premium" → Bonus reward
  └─ If status = "referral" → Referral reward
  ↓
HTTP Request (Loyalteez)
  ↓
Update Row (Mark as rewarded)

IFTTT Integration

Create Applet

Choose Trigger
- Example: "New post on Medium"
- Or: "New tweet with hashtag"

Choose Action: Webhooks

Action: "Make a web request"
URL: https://api.loyalteez.app/loyalteez-api/manual-event
Method: POST
Content Type: application/json

Body:

{
  "brandId": "YOUR_BRAND_ID",
  "eventType": "content_created",
  "userEmail": "{{CreatorEmail}}",
  "metadata": {
    "platform": "medium",
    "post_title": "{{Title}}",
    "post_url": "{{Url}}"
  }
}

Example Applets

Twitter Engagement Rewards

IF: New tweet with #YourBrand
THEN: POST to Loyalteez API
  eventType: "social_engagement"
  metadata: { platform: "twitter", tweet_id: "..." }

Instagram Post Rewards

IF: New Instagram post
THEN: POST to Loyalteez API
  eventType: "content_creation"
  metadata: { platform: "instagram", post_url: "..." }

n8n (Self-Hosted) Integration

Workflow Setup

Add HTTP Request Node
- Method: POST
- URL: https://api.loyalteez.app/loyalteez-api/manual-event

Configure JSON Body

{
  "brandId": "{{ $env.LOYALTEEZ_BRAND_ID }}",
  "eventType": "{{ $node['Trigger'].json['event_type'] }}",
  "userEmail": "{{ $node['Trigger'].json['email'] }}",
  "domain": "{{ $env.DOMAIN }}",
  "metadata": {
    "source": "n8n",
    "workflow_id": "{{ $workflow.id }}",
    "execution_id": "{{ $execution.id }}"
  }
}

Add Error Handling
- Use "Error Trigger" node
- Log failures to database
- Send alerts on critical errors

Advanced Workflow Example

Webhook Trigger (User signup)
  ↓
Code Node (Validate data)
  ↓
Switch Node (Check user type)
  ├─ Premium → Reward 500 LTZ
  ├─ Standard → Reward 100 LTZ
  └─ Trial → Reward 50 LTZ
  ↓
HTTP Request (Loyalteez API)
  ↓
If Error
  ├─ Retry (3x with delay)
  └─ Send Alert (Slack/Email)
  ↓
Database (Log reward)
  ↓
Email Node (Confirmation)

Common Automation Patterns

1. Email Marketing Integration

Reward Newsletter Signups

// Mailchimp → Loyalteez
Trigger: New Subscriber
Action: Reward 25 LTZ
Metadata: List name, source, campaign

Reward Email Opens

// SendGrid → Loyalteez
Trigger: Email Opened
Filter: First open only
Action: Reward 5 LTZ

2. E-Commerce Integration

Purchase Rewards

// Shopify/WooCommerce → Loyalteez
Trigger: New Order
Filter: Payment completed
Action: Reward 1 LTZ per $1 spent
Metadata: Order ID, items, total

Review Submission

// Judge.me/Reviews → Loyalteez
Trigger: New Review
Filter: 4+ stars
Action: Reward 50 LTZ

3. CRM Integration

Deal Closed Rewards

// HubSpot/Salesforce → Loyalteez
Trigger: Deal Stage Changed
Filter: Stage = "Closed Won"
Action: Reward sales rep
Metadata: Deal value, client name

Contact Engagement

// Pipedrive → Loyalteez
Trigger: Activity Completed
Filter: Type = "Meeting"
Action: Reward 10 LTZ

Content Creation

// Buffer/Hootsuite → Loyalteez
Trigger: Post Published
Action: Reward 15 LTZ
Metadata: Platform, engagement

Community Moderation

// Discord/Slack → Loyalteez
Trigger: Message contains "helpful"
Action: Reward 5 LTZ
Metadata: Channel, message ID

5. Project Management

Task Completion

// Asana/Trello → Loyalteez
Trigger: Task Moved to "Done"
Action: Reward based on priority
Metadata: Task name, assignee

Sprint Goals

// Jira → Loyalteez
Trigger: Sprint Completed
Filter: Velocity > target
Action: Bonus rewards for team

Best Practices

1. Use Metadata Extensively

{
  "brandId": "YOUR_BRAND_ID",
  "eventType": "custom_event",
  "userEmail": "[email protected]",
  "metadata": {
    "source": "zapier",
    "workflow_name": "Newsletter Signup Flow",
    "trigger_app": "mailchimp",
    "list_name": "Main Newsletter",
    "signup_source": "website_footer",
    "timestamp": "2025-11-17T10:00:00Z",
    "user_country": "US",
    "referrer": "google"
  }
}

Why?

Debugging & analytics
Attribution tracking
Custom reporting
A/B testing insights

2. Implement Error Handling

HTTP Request (Loyalteez)
  ↓
IF Success
  ├─ Log to database
  └─ Send confirmation
ELSE
  ├─ Retry (3x)
  ├─ Log error
  └─ Alert admin

3. Use Filters to Prevent Duplicates

Trigger: New Order
  ↓
Filter: Order status = "paid" AND 
        NOT previously rewarded
  ↓
Action: Reward user
  ↓
Update: Mark as rewarded in database

4. Test with Sandbox Data

{
  "brandId": "YOUR_BRAND_ID",
  "eventType": "test_event",
  "userEmail": "[email protected]",
  "metadata": {
    "test_mode": true,
    "workflow": "my_workflow_test"
  }
}

5. Monitor & Optimize

Track success rates in automation platform
Set up alerts for failures
Monitor reward costs in Partner Portal
A/B test different reward amounts

Security Considerations

Protect Your Brand ID

# Use environment variables
LOYALTEEZ_BRAND_ID=0x47511fc1c6664c9598974cb112965f8b198e0c725e

# Don't hardcode in shared workflows

Validate Domain

{
  "brandId": "YOUR_BRAND_ID",
  "eventType": "event",
  "userEmail": "[email protected]",
  "domain": "yourdomain.com",  // ← Always include!
  "metadata": {}
}

Rate Limiting

Implement cooldown periods in your workflows
Use filters to prevent duplicate rewards
Monitor for abuse patterns

Troubleshooting

Events Not Appearing

Check:

✅ Brand ID is correct
✅ Domain matches Partner Portal settings
✅ Email format is valid
✅ Event type exists in your configuration

Debug:

{
  "debug": true,
  "brandId": "YOUR_BRAND_ID",
  "eventType": "test_event",
  "userEmail": "[email protected]"
}

Rate Limit Errors

Solution:

Add delays between bulk actions
Implement retry logic with exponential backoff
Contact support to increase limits

Domain Not Authorized

Fix:

Go to Partner Portal → Settings
Update website_url field
Ensure domain matches exactly (no protocol, no trailing slash)

Advanced Patterns

Multi-Step Rewards

User signs up (50 LTZ)
  ↓ Wait 24 hours
User verifies email (50 LTZ)
  ↓ Wait 7 days
User makes first purchase (200 LTZ)
  ↓
Total: 300 LTZ earned

Conditional Rewards

IF purchase_amount > $100
  THEN reward = 200 LTZ
ELSE IF purchase_amount > $50
  THEN reward = 100 LTZ
ELSE
  THEN reward = 50 LTZ

Referral Tracking

Trigger: New user signup
  ↓
Check: Has referral code?
  ├─ YES → Reward referrer 100 LTZ
  └─ NO → Continue
  ↓
Reward new user 50 LTZ

Platform-Specific Tips

Zapier

Use "Code by Zapier" for complex logic
Implement webhook queues for high-volume
Use Zapier's built-in retry logic

Make

Use routers for conditional logic
Implement error branches on HTTP modules
Use data stores for deduplication

n8n

Self-hosted = full control
Use environment variables for secrets
Implement comprehensive logging

IFTTT

Great for simple triggers
Limited error handling
Best for social media integrations

Example Use Cases

Content Creator Platform

New article published → Reward 100 LTZ
Article gets 100 views → Reward 50 LTZ
Article shared → Reward 25 LTZ

SaaS Onboarding

Account created → Reward 50 LTZ
Profile completed → Reward 50 LTZ
First project created → Reward 100 LTZ
Invited team member → Reward 100 LTZ

Community Engagement

Discord message → Reward 5 LTZ
Helpful reaction → Reward 10 LTZ
Weekly active → Reward 50 LTZ
Monthly MVP → Reward 500 LTZ

Next Steps

Custom Events Guide - Define custom event types
Event Handler API - Direct API integration
Webhooks Guide - Receive event notifications
Testing Guide - Test your integrations

Support

Zapier Template: [Coming Soon]
Make Blueprint: [Coming Soon]
n8n Workflow: [Coming Soon]
Email: [email protected]

Overview​

Platform Integrations​

Zapier Integration​

Quick Start​

Example Workflows​

Make (Integromat) Integration​

Module Setup​

Example Scenario​

IFTTT Integration​

Create Applet​

Example Applets​

n8n (Self-Hosted) Integration​

Workflow Setup​

Advanced Workflow Example​

Common Automation Patterns​

1. Email Marketing Integration​

2. E-Commerce Integration​

3. CRM Integration​

4. Social Media Rewards​

5. Project Management​

Best Practices​

1. Use Metadata Extensively​

2. Implement Error Handling​

3. Use Filters to Prevent Duplicates​

4. Test with Sandbox Data​

5. Monitor & Optimize​

Security Considerations​

Protect Your Brand ID​

Validate Domain​

Rate Limiting​

Troubleshooting​

Events Not Appearing​

Rate Limit Errors​

Domain Not Authorized​

Advanced Patterns​

Multi-Step Rewards​

Conditional Rewards​

Referral Tracking​

Platform-Specific Tips​

Zapier​

Make​

n8n​

IFTTT​

Example Use Cases​

Content Creator Platform​

SaaS Onboarding​

Community Engagement​

Next Steps​

Support​