Raklet allows you to integrate your Raklet account with other 3rd party applications via Zapier triggers and actions.
In this article you will learn how to:
- Create an API key for Zapier
- Authenticate Zapier to your Raklet account
- Use Contacts trigger
- Use Payments trigger
- Use Contacts action
Important: Before reading this help article, we strongly recommend to learn the basics of Zapier first. You can start with this Zapier article for more information.
Please note: Zapier integration is available for Premium customers only. If you don't have a premium plan, you can upgrade your plan below:
Don't have a Raklet account yet? Get started now:
Create an API key for Zapier
Navigate to Settings > API Tokens on your Raklet administration panel. If you don't have any api token, click on the "Create new API Token" button. Give a name to your API Token like "Zapier" and click "Create". Now you have an API token. Hooray!
Authenticate Zapier to your Raklet account
When you try to use a Raklet trigger or action in your Zap, you will need to create an authentication first.
Please fill the API Token and Organisation ID fields and click "Yes, Continue" button. You can find these informations on the API Tokens page. This will be enough to complete this step.
Use Contacts trigger
Contacts trigger allows you to get a list of your contacts which you filtered according to your needs and use it on your Zap.
There are six filters on the Contacts trigger you can use.
Status filter you can filter the contacts by "Active", "Deceased", "Resigned" or "Frozen" statuses.
Type filter has five options: "Member", "Employee", "Potential Member", "Corporate Sub-Member" and "Corporate Member".
Created On is a DateTime filter. You can specify a date and time by using this filter. It allows you to filter by contacts' created on field. When you use
Created On filter, you should also use
Created On Filter Type field too. This filter specifies the type of the
Created On filter. This field has three options: "IS", "GREATER THAN", and "SMALLER THAN". For example, if you need to get a list of contacts which have been created since January 1st 2020, you should set the
Created On filter as 2020-01-01 and choose "GREATER THAN" on
Created On Filter Type filter. Or if you need to get the contacts that have been created on 31st August 2020, you should set the
Created On filter as 2020-08-31 and choose "IS" on
Created On Filter Type filter. The default option of the
Created On Filter Type is "IS".
Balance filter is for contacts' balances. It also has a supporter filter named
Balance Filter Type. If you need to get contacts with negative balances, you need to set
Balance filter to 0 and choose "SMALLER THAN" on
Balance Filter Type filter.
After you configured the filters, you can test the trigger. You should get a success message like this:
And the trigger is ready! Now you can integrate this to any other application with Zapier. Have fun!
Use Payments trigger
Payments trigger gives you the recent payments on Raklet. The result data has:
- Payment id
- Customer name
- Payment creation date
- Payment amount
- Payment currency
- Payment method
You can see a sample result data below with $1.00 payment with cash:
Use Contacts action
Raklet has three events on Contacts action:
- Create Contact
- Add Note To Contact
- Add Tag To Contact
If you want to create a contact on your Raklet account, you should use the "Create Contact" event. You can set your new contact's Email Address, First Name, Last Name, Maiden Name, Member No, Corporate Name, Birth Place, Blood Type, Phone Country Code, Phone Number, Title, Address Details, Address City, Address Country, Address Postal Code, Contact Type, Gender, Marital Status and Contact Status fields.
"Add Note To Contact" event allows you to add a note to one of your contacts which can be specified by email address.
"Add Tag To Contact" event does the same for tags, instead of notes. If the given tag has not been created before on Raklet, it will be created instantly and the specified contact will be tagged with this new tag. If a tag is already exists, new tag will not be created. The contact will be tagged with the existing tag instead.