To send a gift with Zapier, first start with a Trigger, which is the event that you want to trigger sending a gift on. For example, this could be:
A row added to a spreadsheet
A contact being added to a HubSpot contact list
A Slack message being posted in a channel
In this example, we'll use "A contact being added to a HubSpot contact list":
In the Action section, search for Goody and click the Goody app:
For the Action, select Create Order Batch — Gift and click Continue.
What's an order batch?
Since Goody is built for both one-to-one and one-to-many sending, when you create an order, you're really creating an order batch. An order batch can have one or more recipients.
Even if you’re sending a single gift at a time, you’ll still be creating an order batch – just with one recipient. Think of it as sending an email: whether you’re sending an email to one recipient or multiple, you’re still composing the same email.
If you haven't already signed in to Goody from Zapier, it'll ask you to sign in. In the screen that appears, enter your Goody API key from your Account page at https://www.ongoody.com/plus/account/api-keys.
💡 You can also test your integration in our Sandbox environment by signing up for an account at https://sandbox.ongoody.com/business/signup and accessing your API keys on your sandbox account page.
Once signed in, click Continue to configure your gift. Let's talk about each of these fields.
From name, send method, and recipients
From Name is who the gift is from, which is displayed on the gift page itself and any communications sent to the recipient.
Send Method allows you to select how to send the gift. Send Gift Email sends a gift email to recipients that you specify, and Get Link Only only returns the gift link to you, without sending an email automatically. If you select Send Gift Email, you'll still get a gift link as well if you want to use it.
Recipients allows you to specify the recipients the gift should go to. If you select Send Gift Email, make sure you enter the email field.
In Zapier, you can populate any of these fields with values from previous steps. For example, here we're populating the Recipients field from the data from the HubSpot step:
The Recipients field supports Zapier line items, so you can enter multiple recipients. For more information on how to do this, refer to Sending a gift to multiple recipients with Zapier.
Cart
Your Cart is what contains the actual products you want to send:
You can find the Product ID that you want to send by enabling Developer Mode on Goody [TK]. Or, you can enter the product's URL instead, but note that URLs can change, so it's best to use the Product ID.
For gift collections and gift cards, you must specify a variable price in cents. For example, for a $50 gift collection, enter 5000.
In most cases, you'll probably just have one item in your cart. However, the cart also supports Zapier line items, so if you want to have multiple items in your cart, refer to the guide Sending a gift with multiple products in the cart with Zapier.
Other fields
Let's look at the rest of the fields:
Message is where you can enter your gift message. If you enter a message, you must also specify a Card ID since messages go inside a card.
Card ID is where you enter the ID of a digital greeting card. You can find a Card ID by enabling Developer Mode on Goody [TK] and opening the Card browser on the Send page.
Payment Method is where you specify what payment method you want to use to pay for the gift. This is optional, and if not specified will just use the first payment method on your account. However, the gift will fail to create if you have no payment methods available on your account, so make sure you add one first.
Scheduled Send On allows you to schedule a gift for the future, if entered. Refer to Zapier's documentation for valid date formats.
Expires At allows you to automatically expire a gift at a certain time. Refer to Zapier's documentation for valid date formats.
Workspace allows you to specify which Goody for Business workspace to create the gift in. If not specified, it creates the gift in the oldest workspace you have access to.
Test the action
Click Test action to test your action. Gifts aren't charged until they're accepted, so you won't be charged for just creating a gift, so you can test without worry. You can also cancel the gift on the Goody website.
Once successful, you'll see the information about the order batch that's been created, including the gift link, if you need it.
The orders_preview field contains the first 10 orders in your order batch. Typically, you'll be sending a gift to a single recipient and thus you'll have a single object inside the orders_preview field. That field contains the order ID, gift link, and other information you might need.
Note on large order batches
If you want to create an order batch with more than 10 recipients, see the help documentation for Sending large order batches with Zapier.
If desired, you can add another step after the Goody action to, say, send the gift link in your own email, or add the gift link as a note on a HubSpot contact, etc.
