Send requests automatically with Zapier

With Zapier, a finished sale, job or appointment in another tool can send a review request on its own. Square, Jobber, Housecall Pro, Vagaro, Mindbody, QuickBooks and Shopify all work with Zapier.

Set it up

1. In Chiffchaff, go to Settings → Integrations. API keys cover the whole business, so the owner, or a manager with every location, makes them.
2. On the Zapier card, give the key a name and click Create API key.
3. Copy the key straight away. You won't see it again.
4. In Zapier, make a Zap that starts when a sale, job or appointment finishes in your tool, and add the Chiffchaff action Create Review Request.
5. Paste your key when Zapier asks you to connect Chiffchaff, then match the customer's name, email and mobile number, the location, and an event ID such as the job number.
6. Optionally, match Served By to the name of the person who served the customer, for your staff review stats. The customer never sees it.

What happens next

• Each request follows the usual rules: once every 90 days, your sending hours, and so on. See Ask a customer for a review.
• Email is tried first. A text goes only when there's no email and the customer has already agreed to texts in Chiffchaff. Zapier never marks anyone as agreeing.
• The event ID stops the same job or visit being asked about twice.
• If a customer can't be asked, the Zap stops quietly for that run instead of failing.
• Requests from Zapier show via Zapier on the Requests page.

Revoke a key

If you stop using a Zap, or a key may have been seen by someone else, click Revoke next to it in Settings → Integrations. Anything using that key stops working straight away.

Zapier can't yet start a Zap from Chiffchaff, for example when a new review arrives.