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Get Notified of New Conversions via Zapier

Written by David Rolenc

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.


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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).
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  • Your API Key: Located in the same section (Settings > Affiliate Program).
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  • An active Zapier account.
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2. Step-by-Step Instructions

Step 1: Create the Zap and Setup the Trigger

  1. Log in to your Zapier dashboard and click Create Zap.
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  2. In the Trigger section, search for and select the Trackdesk app.
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  3. Under Event, select New Conversion from the dropdown menu and click Continue.
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Step 2: Connect Your Trackdesk Account

  1. After selecting the event, click the Sign in button to connect your Trackdesk account to Zapier.
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  2. A pop-up window will appear. Enter your Tenant ID and API Key in the respective fields.
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  3. Click Yes, Continue to Trackdesk to authorize the connection.
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  4. Once connected, click Continue.

Step 3: Test the Trigger

  1. Click Test trigger. Zapier will look for a recent conversion in your Trackdesk account to verify the connection.
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  2. Review the data found to ensure the fields (like Conversion ID, Amount, or Affiliate Email) are appearing correctly.
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  3. Click Continue with selected record.

Step 4: Set Up the Notification Action

  1. In the Action section, search for the app where you want to receive notifications (e.g., Slack, Gmail, or Microsoft Teams).
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  2. Select the specific Event (e.g., Send Channel Message or Send Outbound Email) and click Continue.
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  3. Follow the prompts to connect your chosen service account.



Step 5: Format the Notification Message

  1. In the Action > Set up tab, click into the message text field to map data from Trackdesk.
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  2. You can mix your own text with dynamic variables from Trackdesk (as shown in the screenshot below).
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  3. Ensure all required fields for your chosen action app are filled out.
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  4. Click Continue.


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3. Testing & Troubleshooting

Testing the Integration:

  1. After setting up the action, click Test step.
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  2. Check your chosen notification service (e.g., Slack or Email) to see if the test message arrived with the correct data.
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  3. If everything looks correct, click Publish Zap.
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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.
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  • Authentication Error: Double-check that your Tenant ID and API Key were copied correctly without extra spaces.
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  • 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.
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