To use this type of integration, you will need a Zapier account. For sign up and log in, visit Zapier.com. If you have questions regarding Zapier itself, please consult the Zapier help documentation page.
If you're installing popups, you will also need a Google Tag Manager and Google Analytics accounts, which can be created and accessed from Tagmanager.google.com and analytics.google.com respectively. If you have questions regarding Google Tag Manager or Google Analytics, please consult the Google Support page.
Embedding testimonials and surveys to your MyCashflow site
In its simplicity, embedding Trustmary's functions into a website built on MyCashflow consists of copying the embed code from the Embeds section or the survey in question in the Trustmary app and placing it into the desired place on your website.
For more detailed instructions, take a look at our guide about embeds in MyCashflow.
If would like to embed a survey into a order confirmation page for testimonial gathering, see MyCashflow's instructions on how to find the confirmation page.
Installing Google Tag Manager on MyCashflow
Google Tag Manager can be added to MyCashflow via an extensions. The extensions can be found inside the MyCashflow app and installed by following these instructions. Note that extensions are not available in the Free plan of MyCashflow.
Installing popups with Google Tag Manager
We recommend using Google Tag Manager to install the Trustmary popup script, as this helps ensure the popup is always shown to visitors. For more information on the installation process, check out our installation guide.
In this guide, we will be taking a look at integrating MyCashflow and Trustmary via Zapier. Before you start creating integrations with Zapier, we recommend you take a look at our general Zapier integration guide to learn how the basic process of integrating your apps works with Zapier.
Trigger events (from MyCashflow to Trustmary)
Having MyCashflow as the trigger in Zapier enables you to transfer data from MyCashflow to Trustmary. When using MyCashflow as the trigger in Zapier, you will have access to several trigger events that can be used to launch the set functions. The trigger events include for example, New Email Subscription/Unsubscription, New Order and New Customer. The full list of the triggers can be found below.
Action events (from Trustmary to MyCashflow)
Having MyCashflow as the action in Zapier enables you to transfer data from Trustmary to MyCashflow. When using MyCashflow as the action in Zapier, you will have access to several action events that can be set for the app to perform when triggered. The action events include for example, Create Email Subscriber, Add Customer to Customer Group and several different Searches. The full list of the actions can be found below.