Zapier + Plum by Xoxoday

Zapier integration with Xoxoday Plum for Customer Appreciation

What is Zapier?

Zapier is a web-based automation tool that lets you connect one application to ~ 2,000 other web services and applications to create automated workflows or Zaps.

Information between any two linked apps can be sent via these Zaps. They can be set up in just a few clicks with no technical or coding skills required. Xoxoday Plum’s API integration lets Zapier automate the task of rewarding in the form of sending gift cards within any existing application or workflow.

Each Zap has a Trigger and an Action. The information that comes from the app that Xoxoday Plum would be connected to is the Trigger, and this causes an Action, which in this case would be – automatically sending customized digital gift cards.

What is Xoxoday Plum?

A DIY rewarding solution to redeem and distribute rewards. Uses multi-criteria filters to reward right behaviour with a global catalogue of 2000+ brand vouchers, 3500+ global experiences & 10000+ perks.

Xoxoday Plum Rewards Bouquet

Below are some of the categories from which rewards can be chosen, and customized as per requirement, based on country, category, denomination and no. of gift cards.

  • Xoxo Voucher Code
  • Xoxo Points
  • Gift Cards Perks &
  • Discounts Experiences

Supports integration with

  • HRMS
  • Forms and Survey tools
  • CRM
  • Marketing Automation tools
  • Webinar tools among many others.

This document will run you through a step-by-step user guide to setting up Xoxoday Plum’s Zapier integration by building the Zap workflow - from Trigger --within any application-- to Action.

Some of the applications that can be integrated are listed below, with their respective Triggers, in response to which rewards would be sent:

HRMS

“when a new employee is added to BambooHR”

“when a new employee is added to Namely”

“when an employee celebrates his anniversary”

SURVEYS & FORMS

“when a user completes a SurveyMonkey survey”

“when a user completes a SurveySparrow survey”

“when a user completes a SurveyGizmo survey”

“when a user makes a new entry”

“when a user completes a Qualtrics survey”

CRM

“when a new lead is added”

“when a new lead is added”

“when a new lead is added”

“when a new deal is added”, “when a new form submission is made”

“when a new subscriber to newsletter is added”

“when a new record/row is added”

WEBINAR

“when a user attends a webinar”

“when a new registrant is added in Zoom”

Get started – Create a ZAP!

SurveyMonkey + Zapier + Xoxoday Plum

Integrate SurveyMonkey with Xoxoday Plum to send a gift card to respondents on SurveyMonkey.

Benefits of this integration

  • Saves time – Seamless and automated workflow triggered by just a few clicks.
  • No human intervention or Technical support needed - No code workflow set-up with step-by-step walkthrough.
  • Ease of workflow creation improves Customer Experience.
  • Provides a hassle-free method for organizations to reward and recognize people.
  • Instant Rewarding/Gratification - Provides a sense of fulfilment for the user on completion of a particular task, leaving behind a good taste of the application or platform used.

To integrate SurveyMonkey with Zapier follow the following steps:

  1. Create a Zap workflow by first choosing any online app (HubSpot, Salesforce, SurveyMonkey, Slack, Google sheets, SurveySparrow, etc.) and then choose a trigger, such as ‘when a survey submission is completed by the user’. Test the trigger to Find data.
  2. Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger.
  1. Sign into the Trigger App. Next, to sign into the Action App, complete the self-serve set-up of Xoxoday Plum. Below are the steps to register:

Register on Xoxoday Plum

Step 1:

  • Enter Your Company Name.
  • Your company email address.
Enter company details for registration

Enter company details for registration

Step 2:

  • Verify your email by entering the OTP.
Verify your email

Verify your email

Step 3:

  • Set a password.
  • Create a unique URL for your company stores.

A unique URL is created on Xoxoday Plum Stores, especially for your company. This is unchangeable.

Eg: Nreach Online Services' store URL is: stores.xoxoday.com/nreach where the employees of the Nreach company can redeem their points for experiences, gift cards, brand vouchers in their company stores.

Set a password and a unique URL

Set a password and a unique URL

Step 4:

  • Add Billing details for your company.
  • Enter your company Tax ID. (GST Number, VAT Reg no., TIN..)
  • Enter the currency for the Plum Store to be used for transactions.
  • Enter Billing address.

Tax ID, is a unique number assigned to a business by the Commercial Tax Department of the state that has received the application. It serves as an identity for a business, which is registered under VAT for the trade of goods and services.

Currency for the Plum Stores is the currency used for the transactions or rewarding.

Eg:

  • 1 point = 1 INR
  • 1 point = 1 USD

You can only choose one currency at the time of the registration and is unchangeable.

Enter your Billing details

Enter your Billing details

Step 5:

Now authorize your Zapier account with the Plum account for seamless data sync.

Now you are successfully registered with Xoxoday Plum.

Successful registration with Xoxoday Plum

Successful registration with Xoxoday Plum

If you are already registered as a Xoxoday customer:

Login to Xoxoday Plum

Sign-in use your existing user ID and password.

Note

Use a Xoxoday account that has admin privileges with access to Xoxoday admin dashboard. If you are not an admin user on Xoxoday, you will not be able to use the Xoxoday app.

Login if you are already a Xoxoday Customer

Login if you are already a Xoxoday Customer

Authorize your account

Authorize your account

Now you are successfully registered with Xoxoday Plum.

  1. Once signed into Plum, click Continue and start Customising your reward, fill up all the fields depending on the use-case of the Action you have set. Double check everything. For example, Recipient Email field is important if the gift card(s) need to be sent to the user via email.
  1. Click Continue. You may now test it for review or proceed to the next step.

Turn on Zap to complete the workflow.

Congrats! You have successfully created the Zap.

As a result, whenever a respondent completes the selected Survey on SurveyMonkey, he will instantly receive the customized Gift Card from Xoxoday Plum!

Could this process of workflow creation get any simpler?!

Salesforce + Zapier + Xoxoday Plum

Integrate Salesforce with Xoxoday Plum to send a gift card to new Prospects/leads added on your Salesforce account

To integrate Salesforce account with Zapier follow the following steps:

Step 1:

Select Salesforce as the Trigger application, the Trigger, in this case, is “when a new lead(record) is added”. First, log into your Salesforce account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to a new record added on Salesforce.

Step 3:

After DIY set-up or login as registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double check everything. For example, Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is now ready.
As a result of this integration, whenever a new record is added to Salesforce, the user receives Xoxoday Plum’s customized Gift Card via email.

Connect Xoxoday Plum to thousands of APPs using Zapier

Connect Xoxoday Plum to thousands of APPs for various use-cases

Below are some of the many Apps and their Use-Cases with templatized Triggers that can be connected to Xoxoday Plum to send rewards, via Zapier:

HRMS Tools

1. BambooHR

By connecting BambooHR with Xoxoday Plum, rewards can be sent to newly joined employees on successful onboarding completion.

Step 1:

Select BambooHR as the Trigger application, the Trigger, in this case, is “When a new employee is added to BambooHR”. First, log into your BambooHR account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new employees on BambooHR.

Step 3:

After DIY set-up or login as registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double check everything. For example, Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, when a new employee is added on BambooHR, he/she receives Xoxoday Plum’s customized Gift Card via email.


2. Namely

By connecting Namely with Xoxoday Plum, rewards can be sent to new employees on successful onboarding completion.

Step 1:

Select Namely as the Trigger application, the Trigger, in this case, is “When a new employee is added to Namely”. First, log into your Namely account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new employees on Namely.

Step 3:

After DIY set-up or login as registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double check everything. For example, Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

As a result of this integration, when a new employee is added on Namely, he/she receives Xoxoday Plum’s customized Gift Card via email.


3. Beekeeper

By connecting Beekeeper with Xoxoday Plum, rewards can be sent for an employee’s personal milestones (birthdays, wedding anniversary celebration, etc.) as well as professional milestones (for work anniversaries, superior performance, employee referrals, achieving targets, participation in events conducted, etc.).

Step 1:

Select Beekeeper as the Trigger application, the Trigger, in this case, is *“an employee celebrating anniversary on the particular day”. First, log into your Beekeeper account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new employees on Beekeeper.

Step 3:

After DIY set-up or login as a registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, the day on which an employee celebrates his/her anniversary on Beekeeper, he/she receives Xoxoday Plum’s customized Gift Card via email.


Survey tools & Forms

1. Survey Monkey

2. Survey Sparrow

By connecting SurveySparrow with Xoxoday Plum, rewards can be sent to a respondent on completion of any given survey.

Step 1:

Select SurveySparrow as the Trigger application, the Trigger, in this case, is “when a user completes a survey”. First, log into your SurveySparrow account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new responses to a survey on SurveySparrow.

Step 3:

After DIY set-up or login as a registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, whenever a new response is submitted by a user on SurveySparrow, the user receives Xoxoday Plum’s customized Gift Card via email.


3. SurveyGizmo

By connecting SurveyGizmo with Xoxoday Plum, rewards can be sent to a respondent on completion of any given survey.

Step 1:

Select SurveyGizmo as the Trigger application, the Trigger, in this case, is “when a user completes a survey”. First, log into your SurveyGizmo account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new responses to a survey on SurveyGizmo.

Step 3:

After DIY set-up or login as a registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, whenever a new response is submitted by a user on SurveyGizmo, the user receives Xoxoday Plum’s customized Gift Card via email.

4. TypeForm

By connecting TypeForm with Xoxoday Plum, rewards can be sent to new entries on TypeForm.

Step 1:

Select TypeForm as the Trigger application, the Trigger, in this case, is “when a new entry is made”. First, log into your TypeForm account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new entries on TypeForm.

Step 3:

After DIY set-up or login as registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double check everything. For example, Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, whenever a new entry is made on TypeForm, the user receives Xoxoday Plum’s customized Gift Card via email.


5. Qualtrics

By connecting Qualtrics with Xoxoday Plum, rewards can be sent to new entries on Qualtrics.

Step 1:

Select Qualtrics as the Trigger application, the Trigger, in this case, is “when a new response is added to the survey”. First, log into your Qualtrics account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new responses to a survey on Qualtrics.

Step 3:

After DIY set-up or login as registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, whenever a new response is submitted by a user on a Qualtrics survey, the user receives Xoxoday Plum’s customized Gift Card via email.


Sales and Marketing Enablement, CRM

1. Salesforce CRM

2. Zoho CRM

By connecting Zoho with Xoxoday Plum, rewards can be sent to new leads/prospects added on Zoho.

Step 1:

Select Zoho as the Trigger application, the Trigger, in this case, is “when a new lead(record) is added”. First, log into your Zoho account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new lead added on Zoho.

Step 3:

After DIY set-up or login as a registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, whenever a new lead is added to Zoho, the user receives Xoxoday Plum’s customized Gift Card via email.


3. Freshsales CRM

By connecting Freshsales with Xoxoday Plum, rewards can be sent to new leads/prospects added on Freshsales.

Step 1:

Select Freshsales as the Trigger application, the Trigger, in this case, is “when a new lead(record) is added”. First log into your Freshsales account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new lead added on Freshsales.

Step 3:

After DIY set-up or login as a registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, whenever a new lead is added to Freshsales, the user receives Xoxoday Plum’s customized Gift Card via email.


4. Hubspot Marketing Automation

  • By connecting HubSpot with Xoxoday Plum, rewards can be sent to new form submissions on HubSpot.
  • By connecting HubSpot with Xoxoday Plum, rewards can be sent to *new deals added on HubSpot.

Step 1:

Select HubSpot as the Trigger application, the Trigger, in this case, is “when a new deal is added”. First, log into your HubSpot account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new deal added on HubSpot.

Step 3:

After DIY set-up or login as registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double check everything. For example, Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, whenever a new deal is added to HubSpot, the user receives Xoxoday Plum’s customized Gift Card via email.


5. Mailchimp Email Newsletter

By connecting Mailchimp with Xoxoday Plum, rewards can be sent to every new subscriber of Mailchimp’s email newsletter.

Step 1:

Select Mailchimp as the Trigger application, the Trigger, in this case, is “new subscriber of newsletter”. First, log into your Mailchimp account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new subscriber on Mailchimp.

Step 3:

After DIY set-up or login as registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double check everything. For example, Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, whenever a new subscriber is added to Mailchimp, the user receives Xoxoday Plum’s customized Gift Card via email.


6. Google Sheets

By connecting GoogleSheet with Xoxoday Plum, rewards can be sent to every new user row(prospect lead) added to the Google spreadsheet.

Step 1:

Select GoogleSheet as the Trigger application, the Trigger, in this case, is “new row added to spreadsheet”. First, log into your Google account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to a new row on Google Sheet.

Step 3:

After DIY set-up or login as a registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, whenever a new spreadsheet row is added to GoogleSheet, the user receives Xoxoday Plum’s customized Gift Card via email.


Webinar Tools

1. Go to Webinar

By connecting GoToWebinar with Xoxoday Plum, rewards can be sent to every new webinar attendee.

Step 1:

Select GoToWebinar as the Trigger application, the Trigger, in this case, is “new webinar attendee”. First, log into your GoToWebinar account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new attendee of a webinar in GoToWebinar .

Step 3:

After DIY set-up or login as registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double check everything. For example, Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.

As a result of this integration, every new webinar attendee in GoToWebinar receives Xoxoday Plum’s customized Gift Card via email.


2. Zoom

By connecting Zoom with Xoxoday Plum, rewards can be sent to every new registrant.

Step 1:

Select Zoom as the Trigger application, the Trigger in this case is “new registrant in Zoom”. First log into your Zoom account and Test the trigger to Find data.

Step 2:

Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to new registrants in Zoom.

Step 3:

After DIY set-up or login as registered user of Xoxoday Plum.

Step 4:

Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double check everything. For example, Recipient Email field is important if the gift card(s) need to be sent to the user via email.

Step 5:

Test and Review or Continue.

Congrats! Your Zap is ready.
As a result of this integration, every new registrant in Zoom receives Xoxoday Plum’s customized Gift Card via email.

What Next? : Quick Zap Creation

The use cases mentioned in the above section are few of the many popular Zap templates that already exist to connect applications like Salesforce, HubSpot, SurveyMonkey, GoToWebinar, Mailchimp, etc. to Xoxoday Plum. Using these pre-created templates will help you automate the workflow and get it up and running in no time.

For more information about building your first Xoxoday → Zapier integration, Contact us.

Updated about a month ago


Zapier + Plum by Xoxoday


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.