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How to Set Up Savio’s Zapier Integration

Savio connects to a ton of tools, but we don’t have native integrations with everything (yet!). To connect Savio to tools for which there isn’t a native integration, you can use Zapier.

In this article, we’ll explain why you might want to set up the Zapier integration and how to do it. We’ll cover:

Why set up the Zapier Integration?

There are many scenarios when the Zapier integration could be useful to you. Here are a few of the most common ones:

  • You want to track NPS or CSAT data in Savio. In your NPS tool, you could add a tag “Send to Savio”. Anything you apply that tag to would then be automatically sent to Savio as feedback via a Zap. (If you just have an NPS survey in Google Forms, you can set it from there to Savio, too—see the example below.)

  • You want to send feedback from cancellation surveys to Savio. You can create a Zap to send any responses from a cancellation survey directly to Savio as feedback.

  • You receive feedback from a support tool we don’t integrate with. Savio connects to several support tools, but not yet to all of them. You could set up a Zap that sends feedback from, for example, Freshdesk or Front, to Savio when a particular tag is applied.

  • You want to send feedback from your app to Savio. You might receive customer feedback and feature requests directly from your own app. You can set up a Zap to link your API to Savio to get your in-app feedback automatically sent to your Savio inbox.

How to set up Savio’s integration with Zapier—NPS example

Savio is publicly available in Zapier, so it’s easy to set up a Zap between Savio and other apps. There is tons of potential.

Here, we’ll show you how to set it up in the context of an NPS form entry using Google Forms and Sheets. We’ll make a Zap such that every time a customer submits a response to our NPS form, it gets automatically sent to Savio as feedback.

Pre-requisites

Note that in this example, we’re working with Google Forms and Sheets. To follow along, we’ve created a short NPS survey. If you need to, learn about using Google Forms and Google Sheets.

You’ll also need a Zapier account.

Create a new Zap: Set up the trigger

1. To begin, click “Create Zap”.

You’ll first set up the trigger for the zap. In our case, the trigger will be a new row added to the Google Sheet linked to our NPS form.

2. Add Google Sheets as a trigger.

3. Select the Trigger Event. In our example, we’ll choose “New Spreadsheet Row”.

4. Authorize Zapier’s connection to the app. In our example, we’re using Google Sheets, so we’ve signed in to our Google account in this step.

5. Set up the trigger. In our example, we’ve selected the spreadsheet that holds our NPS data and specified the worksheet.

6. Test the trigger. Click “Test trigger” to make sure that it’s working properly. In our example, Zapier tests to make sure that it can find a row of data in our spreadsheet.

Create a new Zap: Set up the action

After setting up the trigger, you’ll set up the action. The action is the event that the Zap performs once the trigger event occurs. In our example, we want Zapier to send feedback from the NPS form spreadsheet to Savio.

1. Select Savio from the list of apps.

2. Specify the action event. In our case, we’ll choose “Create Feedback”.

3. Connect Savio. You’ll be asked to sign in to Savio.

To complete the connection between Zapier and Savio, you’ll be asked to put in your Savio API token. Your Savio API token can be found here (on the My Settings page when you’re logged into Savio). Copy it.

Then paste that token into Zapier.

Now you can choose the Savio account you want to use in Zapier.

4. Set up the action. You’ll have to specify how you want the Zap to work. To do that, fill in the following fields:

  • Customer Problem: This field holds your customer feedback. It is a required field. In our example, we’ll put the data from the “NPS score” fields and the “What can we improve on?” here.

  • Feedback from: This sets the “Feedback From” field in Savio’s feedback. It is a required field. In our example, NPS survey responses would come from active customers, so we set this to “ACTIVE”.

  • Source URL: This field holds a URL to the source feedback data. In this example, the source URL is the Google Sheet that holds the NPS form data.

  • Person’s Email: This field holds the email address of the person providing the feedback. In this example, we’ve filled this with the “Email” field from our NPS survey.

  • Person’s name: This field holds the name of the person providing the feedback. In this example, we’ve filled this with the “Name” field from our NPS survey.

  • Company Name: This field holds the name of the company to which the person submitting feedback belongs. In our example, we didn’t ask for company information, so we’ve left it blank.

  • Feature Request Title: This field holds the name of a feature request that the feedback is associated with. In our example, we don’t know what feature request our NPS response might be associated with (if any), so we’ve left it blank.

  • Tags: This field lets you assign tags to the feedback in Savio. In our example, we’ve used “NPS”. This will add an “NPS” tag to each of the pieces of feedback that come from the NPS form.

  • State: This field lets you select a triage state to the feedback. In our example, we’re sending new, active feedback to Savio, so we’ve chosen “ACTIVE”.

5. Test the action. Click “Test and Continue” to test the Zap. If it works, it will tell you that the test was successful.

6. Turn on the Zap. Finally, to make your Zap work, click “Turn on Zap”.

Now you’ll see it in your list of Zaps.

And when someone completes your NPS form…

… It’ll be automatically sent to your Savio feedback inbox.

You're done!

That’s it—your Zap should be ready to go.

Questions? Email help@savio.io and we'll get you sorted.

Last Updated: October 28 2021

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