Our Zapier app gives you the ability to get notified when a new conversion happens in your Trackdesk account. This notification can be done to any service that Zapier supports.
The first step is to create a Zap in Zapier. This can be done from the Zapier dashboard.
The next steps are to integrate Trackdesk trigger "New Conversion" and the action that you would like to get notified of.
Setting up a trigger
First, you will select the Trackdesk app.
In the Trackdesk app, you will choose the event "New Conversion"
After selecting the event, you will connect your account to Zapier using the Sign in button.
On the screen, you will fill your Tenant ID (you can get this information in the Settings of your affiliate program, at the bottom of the page) and API key (you can get this information in the same place as your Tenant ID, in the Settings, at the bottom of the page).
Then, after confirming, you continue to the next step, Test, and use Test trigger button to check that the trigger is working properly.
Next, you will use the Continue button to finish the Trigger part.
Setting up an action
After setting up a trigger, you are shown how to select an action. The action will depend on where you want to get notified of the new conversions.
For this example, we will show how to set up a notification with Slack.
First, we will select an event; in this case, for example, "Send Direct Message."
Then, you will connect your account for the service you will be using.
And then you will fill in the Action itself. At your disposal, you have all parameters that are present with the conversion.
Now, you will fill in all parameters of the action.
In order to add a parameter to a field, you will click into the field and a select box will be shown as shown in the picture below. When you click on, for example, "Conversion ID," then the Conversion ID is added to the message text as shown at the top of the picture below.
(Below is the example of how a message can be formatted).
When you have the action set up with all required parameters, you will continue to the Test step. After the test, which will show up in the service you are adding, you will publish the Zap.
When Zapier is published, you will start receiving messages to the service you just connected for every new conversion that will happen in your Trackdesk system.