Our Zapier integration allows you to receive real-time notifications in any service supported by Zapier (such as Slack, Email, Discord, or SMS) whenever a new conversion is recorded in your Trackdesk account. This helps your team stay updated on performance without needing to check the dashboard constantly.
⚠️ Important:
Notifications are sent for every conversion that meets your program's criteria.
Ensure your Zapier plan supports the volume of conversions you expect to receive to avoid interruptions in notifications.
1. Before You Start:
Before beginning the setup, ensure you have the following ready:
Your Tenant ID: Located in your Trackdesk account under Settings > Affiliate Program (at the bottom of the page).
Your API Key: Located in the same section (Settings > Affiliate Program).
An active Zapier account.
2. Step-by-Step Instructions
Step 1: Create the Zap and Setup the Trigger
Log in to your Zapier dashboard and click Create Zap.
In the Trigger section, search for and select the Trackdesk app.
Under Event, select New Conversion from the dropdown menu and click Continue.
Step 2: Connect Your Trackdesk Account
After selecting the event, click the Sign in button to connect your Trackdesk account to Zapier.
A pop-up window will appear. Enter your Tenant ID and API Key in the respective fields.
Click Yes, Continue to Trackdesk to authorize the connection.
Once connected, click Continue.
Step 3: Test the Trigger
Click Test trigger. Zapier will look for a recent conversion in your Trackdesk account to verify the connection.
Review the data found to ensure the fields (like Conversion ID, Amount, or Affiliate Email) are appearing correctly.
Click Continue with selected record.
Step 4: Set Up the Notification Action
In the Action section, search for the app where you want to receive notifications (e.g., Slack, Gmail, or Microsoft Teams).
Select the specific Event (e.g., Send Channel Message or Send Outbound Email) and click Continue.
Follow the prompts to connect your chosen service account.
Step 5: Format the Notification Message
In the Action > Set up tab, click into the message text field to map data from Trackdesk.
You can mix your own text with dynamic variables from Trackdesk (as shown in the screenshot below).
Ensure all required fields for your chosen action app are filled out.
Click Continue.
3. Testing & Troubleshooting
Testing the Integration:
After setting up the action, click Test step.
Check your chosen notification service (e.g., Slack or Email) to see if the test message arrived with the correct data.
If everything looks correct, click Publish Zap.
Troubleshooting:
No data found during test: Ensure you have at least one conversion recorded in your Trackdesk account. If your account is brand new, you may need to generate a test conversion first.
Authentication Error: Double-check that your Tenant ID and API Key were copied correctly without extra spaces.
Missing Fields: If certain conversion data is missing in the notification, go back to Step 3 and ensure that the sample conversion used for testing contains those specific data points.