Zapier Action data
At a minimum, when you create a new contact, you will need to include the following fields:
Email
First name
Last name
Here are the other fields that can be added:
Prefix
Phone number
Street address
Add the contact’s street address only
OR the full, one-line address, and skip the other fields if that’s how your data is structured
City
State
Zip code
Email opt-in
This will default to False unless you can explicitly affirm that this person opted in to hear from you via email[1]
Text (SMS) opt-in
This will default to False unless you can explicitly affirm that this person opted in to hear from you via text messaging[1]
External ID
OPTIONAL: This is a unique ID that you can use for matching existing contacts before adding a new one.
Zapier Trigger data
There are two triggers available using Muster's Zapier integration.
Advocacy Action
New Signup
You can use one or both. If a new advocate takes action, that would constitute a signup event AND an action taken event; in this case the signup event is triggered first followed by the action taken event.
New contact signup trigger
The data for the new signup Trigger includes the above fields plus:
Contact ID
the Contact’s unique Muster ID, which is a string in the format of a UUID, e.g.
469ea991-67a5-401f-8583-410fe3499e4b.
Source
A string indicating whether they signed up via a signup form (
signup_form) or an action center (action_center)
Is advocate
A boolean or Yes/No value indicating whether they have taken action or not. Technically, this duplicates the information provided in Source, but as a field, it is easier to use for creating filters in Zapier
Action taken trigger
All of the above fields, plus:
Action center name
Campaign name
Action center ID (a UUID, e.g., 80300531-3e70-4653-96cf-ec8950ea77cf)
Campaign ID (a UUID value, e.g. 6b47c122-60ae-4f38-8275-45e47f8d0a52)
Action method (email or phone)
Notes
[1]: By marking these fields as "true" you affirm that the contact has explicitly expressed their consent to receive further communications from the specific customer organization using the checked communication channel
[2]: Zaps DO NOT include custom fields