Custom Triggers | Rise.ai Knowledge Base

In this article, you'll learn:

Please note: Custom triggers are only available on the Enterprise plan.

What are custom triggers

Custom Triggers offer an API-based connection to Rise.ai’s store credit workflow functionality. With this solution, you can automatically reward customers with store credit for external activities that take place outside of Rise.ai.

This means you are not limited to native Rise.ai events only. Instead, you can send custom events from your own system and use them to trigger store credit workflows automatically.

How to Create a Custom Trigger

Follow these steps to create your Custom Trigger:

Go to Developer Tools → Custom Triggers
Click Create Custom Trigger

Here you will need to fill in the following fields:
- Display Name
  A name for your trigger (for example: Order Completed)
- Trigger Key
  A unique identifier used when sending the trigger via API
- Payload (JSON)
  The data structure that will be sent with the trigger. This defines what information will be available when the trigger is fired.

For full implementation details review our Dev Portal Custom Triggers section

Once created, you’ll be able to trigger it via API by sending data that matches this structure.

Ways to use Custom Triggers with Rise.ai

Custom Triggers give you the flexibility to reward customers for actions that happen outside of Rise.ai. By connecting external platforms, forms, or internal systems to our workflows.

For example:

Birthdays: Automatically reward customers with store credit on their birthday.
Newsletter sign-ups: Issue credit when a customer subscribes to your mailing list.
Form completions: Reward customers for filling out surveys or feedback forms.
Win-back campaigns: Re-engage lapsed customers with a store-credit incentive.
Cart abandonment campaigns: Offer customers who left items in their cart a credit.
Recycling rewards: Issue credit when a customer completes a recycling action.

Below are a few example use cases and setup flows you can use as a reference:

Rise x Klaviyo - Reward customers on their birthday

In this use case, you’ll be able to connect Klaviyo’s Birthday flow to a Rise.ai Custom Trigger using a webhook. When a profile reaches the birthday step in Klaviyo, the webhook sends the customer’s details to Rise.ai, which automatically grants birthday store credit based on your workflow.

To get started, follow the steps below:

Create the custom trigger in Rise
- In Rise.ai, go to Developer Tools → Custom Triggers.
- Click Create Custom Trigger.
- Fill in the fields as follows:
  - Display Name: For example - Klaviyo Birthday Credit
  - Trigger Key: For example - klaviyo_birthday_reward. This key will be used later in the Klaviyo webhook body.
  - Example Payload (JSON):
    Use a sample payload with the fields you want to receive from Klaviyo, for example:
    
    {
    "email": "customer@example.com",
    "first_name": "value",
    "last_name": "value"
    }
  - Click Create.
Set up the Klaviyo birthday flow
- In Klaviyo, create a new flow.
- Choose the relevant trigger, for example: the standard Happy Birthday flow.
- Once the trigger is set, add a Webhook action as the first step after the trigger and configure it as follows:
  - Destination URL: https://platform.rise.ai/workflows/v1/events/report
  - Headers:
    
    Content-Type
    Key: Content-Type
    Value: application/json
    
    rise-account-id
    Key: rise-account-id
    Value: To find it, open the Rise.ai dashboard and copy the account ID from the URL, and paste it into the Value field.
    
    Authorization
    Key: Authorization
    Value: Bearer [Insert API key]
    To get your API Key, go to Developer Tools → API Keys and click Generate API key, paste this value into the Authorization header in Klaviyo. To learn more about API keys, click here.
  - In the JSON body section of the Klaviyo webhook, paste:
    
    {
    "triggerKey": "INSERT_TRIGGER_KEY",
    "payload": {
    "email": "{{ person.email|default:'' }}",
    "first_name": "{{ person.first_name|default:'' }}",
    "last_name": "{{ person.last_name|default:'' }}"
    }
    }
    
    Then update:
    
    INSERT_TRIGGER_KEY with the Trigger Key from your Rise Custom Trigger, and click Save
    
    Please note: make sure the Skip recently emailed profiles option is not selected

Set up the Rise.ai Birthday workflow
- In your Rise dashboard, go to Workflows and click Create new workflow.
- Select your new Klaviyo trigger.
- Click the + under the trigger and choose Action, select Issue store credit, and configure the reward amount. Save and activate the workflow.

From this point on, every time a Klaviyo profile enters your birthday flow, Rise.ai will receive the trigger and apply the birthday credit according to your workflow settings.

Rise x Klaviyo - Reward customers for submitting a review

In this use case, when a customer submits a product review through Klaviyo Reviews, Klaviyo sends a webhook that triggers a Rise.ai workflow, which then issues store credit according to your workflow settings.

To get started, follow the steps below:

Create the custom trigger in Rise
- In Rise.ai, go to Developer Tools → Custom Triggers.
- Click Create Custom Trigger.
- Fill in the fields as follows:
  - Display Name: For example - Klaviyo reviews trigger
  - Trigger Key: For example - thp_klaviyo_reviews_trigger. This key will be used later in the Klaviyo webhook body.
  - Example Payload (JSON):
    Use a sample payload with the fields you want to receive from Klaviyo, for example:
    
    {
    "email": "customer@example.com",
    "first_name": "value",
    "last_name": "value"
    }
  - Click Create

Set up the Klaviyo Reviews flow
- In Klaviyo, set up Klaviyo Reviews and create a new flow.
- Choose the relevant trigger, for example: when someone submitted review
- Once the trigger is set, add a Webhook action as the first step after the trigger and configure it as follows:
  - Destination URL: https://platform.rise.ai/workflows/v1/events/report
  - Headers:
    
    Content-Type
    Key: Content-Type
    Value: application/json
    
    rise-account-id
    Key: rise-account-id
    Value: To find it, open the Rise.ai dashboard and copy the account ID from the URL, and paste it into the Value field.
    
    Authorization
    Key: Authorization
    Value: Bearer [Insert API key]
    To get your API Key, go to Developer Tools → API Keys and click Generate API key, paste this value into the Authorization header in Klaviyo. To learn more about API keys, click here.
  - In the JSON body section of the Klaviyo webhook, paste:
    
    {
    "triggerKey": "INSERT_TRIGGER_KEY",
    "payload": {
    "customer_email": "{{ person.email }}",
    "first_name": "{{ person.first_name }}",
    "last_name": "{{ person.last_name }}"
    }
    }
    
    Then update:
    
    INSERT_TRIGGER_KEY with the Trigger Key from your Rise Custom Trigger, and click Save
Set up the Rise.ai Review workflow
- In your Rise dashboard, go to Workflows and click Create new workflow.
- Select your new Klaviyo trigger.
- Click the + under the trigger and choose Action, select Issue store credit, and configure the reward amount. Save and activate the workflow.

From now on, whenever a customer submits a review and enters this Klaviyo flow, Klaviyo will send the webhook to Rise.ai, and your workflow will automatically issue store credit for submitting the reward.

Rise x Okendo - Reward customers after submitting a review

In this use case, when a customer submits a product review through Okendo, Shopify Flow sends an HTTP request (webhook) to Rise.ai. The webhook triggers a Rise workflow that issues store credit according to your settings, turning each review into an automatic reward.

To get started, follow the steps below:

Create the custom trigger in Rise
- In Rise.ai, go to Developer Tools → Custom Triggers.
- Click Create Custom Trigger.
- Fill in the fields as follows:
  - Display Name: For example - Okendo Reviews Trigger
  - Trigger Key: For example - okendo_reviews_trigger. This key will be used later in the Klaviyo webhook body.
  - Example Payload (JSON):
    Use a sample payload with the fields you want to receive from Klaviyo, for example:
    
    {
    "email": "emilie@rise-ai.com",
    "name": "Emilie Lev",
    "rating": 5
    }
  - Click Create.

Set up the Rise.ai Review workflow
- In your Rise dashboard, go to Workflows and click Create new workflow.
- Select your new Klaviyo trigger.
- Click the + under the trigger and choose Action, select Issue store credit, and configure the reward amount. Save and activate the workflow.

Create the Okendo review flow in Shopify Flow
- In your Shopify admin, go to Apps → Shopify Flow.
- Click Create workflow and name it, for example: Okendo Review with Rise Store Credit.
- For the Trigger, choose the Okendo Review Created.
- Click Add action and choose Send HTTP request.
  
  Configure the HTTP request as follows:
  - HTTP method: POST
  - URL: https://platform.rise.ai/workflows/v1/events/report
  - Headers:
    
    Content-Type
    Key: Content-Type
    Value: application/json
    rise-account-id
    Key: rise-account-id
    Value: To find it, open the Rise.ai dashboard and copy the account ID from the URL, and paste it into the Value field.
    
    Authorization
    Key: Authorization
    Value: Bearer [Insert API key]
    To get your API Key, go to Developer Tools → API Keys and click Generate API key, and paste this value into the Authorization header. To learn more about API keys, click here.
  - In the body section of the request, paste:
    
    {
    "triggerKey": "INSERT_TRIGGER_KEY",
    "payload": {
    "email": "{{email}}",
    "name": "{{reviewerDisplayName}}",
    "rating": {{rating}}
    }
    }
    
    Then update:
    
    INSERT_TRIGGER_KEY with the Trigger Key from your Rise Custom Trigger, and click Apply changes.
Once you save and enable this Shopify Flow, every time an Okendo review is created, the flow will send this HTTP request to Rise.ai and fire your Okendo Reviews Trigger workflow.

Advanced logic (limit to one reward per customer) -

If you want to support more advanced business logic, such as limiting the reward to one per customer, this requires a deeper integration on the Okendo side:

Plan requirement: You’ll need to be on an Okendo Enterprise plan.
You'll need to ask your Okendo contact (or your developers) to create a webhook directly in Okendo using your Okendo account credentials, following Okendo’s API documentation. Once that webhook is created, Okendo will provide a webhookSecret.
Please share this webhookSecret with your account manager so they can securely validate the events and support custom logic like one-time rewards per customer.

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