Important Note: 

Free Zapier accounts cannot have multi-step Zaps. However, you can use a 7-day trial to preview the functionality.



How to setup a notification for new References or Follow-up Requests

  1. Start a New Zap

  2. In section 1, make these selections:

    1. Choose App: TrustRadius

    2. Choose Trigger Event: New Review

  1. Click the “Continue” button 

  2. Sign into your TrustRadius account, using your API key

    1. In Vendor Portal > Settings > Integrations > API Key

  1. Delete the “Do this…” section

    1. In the “...” menu in the section’s top right corner

  1. Click the blue “+” sign underneath the “New Review in TrustRadius section”

  1. Select “Paths”

  2. In the Paths section, click “Edit” on Path A

  1. Name Path A: Reference

  2. Click “Continue” button

  3. For the Rules Setup & Testing, make the following selections:

    1. Leftmost field: New Review in TrustRadius > Reference / Follow-up Status

    2. Middle field: (Text) Contains

    3. Rightmost field: True

  4. Then click the “+ AND” button

  5. In this new row, make the following selections:

    1. Leftmost field: New Review in TrustRadius > Rating

    2. Middle field: (Number) Greater than

    3. Rightmost field: 6

  1. Test this path, and then click “Continue Editing”

  2. Click “Do this..” section 

  3. In the “Do This…” section, make these selections:

    1. Choose App: [Your messaging or email client of choice (Gmail, Outlook, Slack, etc). For this example, we’ll use Gmail.]

    2. Choose Action Event: Send Email

  1. Click the “Continue” button, then in the Choose Account section select the email account to send through, and then click the “Continue” button

  1. Customize Email however you like! 

    1. To: [your email(s) of choice]

    2. Subject (example): New Reference from TrustRadius 

    3. Body (example): [Rating]/10 Review and Reference for [Product Name]. Review is from [Reviewer Company Name], and written by [Reviewer First Name] [Reviewer Last Name]: [URL]

  1. Click “Continue” > “Test & Continue” > and then “Done Editing”

  1. Click the “X” in the top right corner of the modal, to return to the Paths section

  2. Click the “Edit” button on Path B 

  3. Name Path B: Follow-up Request

  4. Click “Continue” button

  5. For the Rules Setup & Testing, make the following selections:

    1. Leftmost field: New Review in TrustRadius > Reference / Follow-up Status

    2. Middle field: (Text) Contains

    3. Rightmost field: True

  6. Then click the “+ AND” button

  7. In this new row, make the following selections:

    1. Leftmost field: New Review in TrustRadius > Rating

    2. Middle field: (Number) Less than

    3. Rightmost field: 7

  1. Test this path, and then click “Continue Editing”

  2. Click “Do this..” section 

  3. In the “Do This…” section, make these selections:

    1. Choose App: [Your messaging or email client of choice (Gmail, Outlook, Slack, etc). For this example, we’ll use Gmail.]

    2. Choose Action Event: Send Email

  1. Click the “Continue” button, then in the Choose Account section select the email account to send through, and then click the “Continue” button

  1. Customize Email however you like! 

    1. To: [your email(s) of choice]

    2. Subject (example): New Follow-up Request from TrustRadius 

    3. Body (example): [Rating]/10 Review and Reference for [Product Name]. Review is from [Reviewer Company Name], and written by [Reviewer First Name] [Reviewer Last Name]: [URL]

  1. Click “Continue” > “Test & Continue” > and then “Done Editing”

  2. Click the “X” in the top right corner of the modal, to return to the Paths section

  3. Recommended: Name your zap “New Reference / Follow-up Request”, for ease of reference

  4. In the top right corner, or from the bottom middle, toggle the Zap from “Off” to “On”