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How to get started with Toasty on Zapier

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Connect to Toasty on Zapier

Toasty uses OAuth to authenticate your account on Zapier.

  • Log into Toasty to authenticate.
  • Grant Zapier permission to access your account if prompted to.

About Toasty's app

Are self-hosted or cloud-hosted accounts supported? Self-hosted accounts only
  • You must have a valid and legally existing business entity; therefore, Toasty only accept emails that is associated with business and organization. Such personal emails as --@gmail.com, --@yahoo.com will not be able to sign up.
  • Learn more about Toasty's supported accounts.
Is a paid Toasty plan required? No
Are any special account permissions required? Yes
  • Required account permissions: 
    • Integrations: Super admin account or sub-accounts with 'Integration' permission can connect Toasty to Zapier. 
    • Place Orders: Among the accounts with Integration permissions, only those with 'Place Order' permissions can create and execute Zaps for actual usage. 
      • Only users with Place Orders permissions can approve or reject orders from the Pending Order List. 
  • Error codes: 
    • If the user lacks Integration permissions: The app returned "No Permission". What happened (Please request permission to the super-admin to proceed with this action): Stack trace: ResponseError: {"status":400,"headers"} 
    • If the user lacks Place Orders permissions: Failed to create an order in Toasty (1.0.0). The app returned "No Permission". What happened (Please request permission to the super-admin to proceed with this action): Stack trace: ResponseError: {"status":400,"headers"}
Are there usage limits? No
 
Are there pagination limits? No
 
Do trigger samples use real data from your account or generic data? Real trigger samples
  • Toasty can only send real products using the actual recipient's email and name provided for each trigger. There is no option to send test products on the live stage server. As a result, even during testing, Toasty uses real data for the trigger. 
  • We typically use internal employee information, such as "Alex Mason" (alexmason@toastycard.com). Placeholder emails like "example@example.com" or non-existing addresses cannot be used. Accurate recipient details must be provided for testing to proceed.
     
Are custom fields supported? Yes
Do update actions overwrite or append to existing data? Not applicable  
Is there any additional info? Yes
  • The required data to create a Zap includes the recipient's email and mame.
  • The test step in Zapier will trigger the actual sending of rewards. To test, ensure that "Require approval for orders placed through Zapier" is enabled in the Toasty account setting. 
  • By default, "Require approval for orders placed through Zapier" is enabled. If you prefer automatic approval, disable this setting.
  •  When "Require approval for orders placed through Zapier" is disabled, orders created via Zapier will appear in the order management system automatically. 
  • If "Require approval for orders placed through Zapier" is enabled, any orders created via Zapier will appear in the Pending Order List under the Integrations section. 
  • Toasty requires email verification for login. The shared account we provided is an external Gmail account. Please use Gmail to log in using the shared credentials and complete the two-step verification process. 
  • All necessary settings for Zap creation (balance, campaign) have been pre-configured. Additionally, the account is set to manual approval by default. After logging in, you can modify this setting in the control center found in the left-hand navigation bar (LNB). With manual approval, data is accumulated in the "Pending Order List" under the Integration page within Toasty as Zaps are triggered. You can select the data and either "Reject" or "Approve" the order. Upon approval, the gift card will be sent. 
    If automatic approval is set, orders will be generated and processed immediately upon Zap execution. 
    This server is in a development environment, so product that has been delivered or generated here will be invalid for actual use.
  • Find additional info about using Toasty in Zapier.
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