Automate your gifting directly from the tools you already use! Snappy's Zapier integration allows you to connect Snappy to thousands of your favorite apps to create seamless, "set-it-and-forget-it" gifting workflows. Whether you want to automatically send a gift when a deal closes in your CRM or trigger a work anniversary reward from your HR system, Zapier makes it easy to scale your gifting without writing a single line of code.
To get started with Zapier, you will first need to generate a dedicated Automation Key in your Snappy Dashboard.
Step 1: Generate an Automation Key To ensure the highest level of security, Snappy uses dedicated keys for automation platforms.
Log in to your Snappy Dashboard.
Navigate to Sharing & Access under the Company Settings page.
Scroll down to the Automations access section and enable it.
Click Generate Key.
Name your key (e.g., "Zapier Integration") and choose whether to enforce MTLS.
Click Generate key.
Copy the key immediately. For security reasons, you will not be able to retrieve it again.
Step 2: Connect Snappy to Zapier
Log in to your Zapier account and click Create a Zap.
Choose your "Trigger" app (the app that will initiate the gift, such as a CRM or HR system).
For your "Action" app, search for and select Snappy.
Choose the specific action you want Snappy to perform (e.g., "Send a Gift").
When prompted to authenticate your Snappy account, paste the Automation Key you generated in Step 1.
Map your fields (like recipient email and name) and turn on your Zap!