Skip to main content

Zapier integration

Send product feedback to Harvestr with Zapier.

Written by Marina Salmon

With Zapier, you can send product feedback from other apps directly into your Harvestr inbox, no code required.

A few examples of what you can set up:

  • send survey responses (from Typeform, for instance) to your inbox as new feedback

  • push conversations from support tools we don't integrate natively, like Help Scout or Front

  • bring in reviews from platforms like Trustpilot

Check for a native integration first. Slack, Zendesk, Intercom, Freshdesk, Microsoft Teams, Jira, Linear, GitHub, GitLab, Trello, HubSpot, Salesforce and our call-recorder integrations all connect directly, with no Zapier account needed and richer features than a Zap can offer.

See the full list in Integrations. For bulk historical data, our Excel and CSV import is a better fit than a Zap.

Prerequisites

  • a Zapier account

  • a Harvestr Editor account

  • an account with the app you want to connect

How Zapier works with Harvestr

A Zap is made of two parts:

  • Trigger — an event in one app (a new spreadsheet row in Google Sheets, for example)

  • Action — what Zapier does in response (create feedback in Harvestr)

Harvestr provides a Zapier action: Create Message, which sends a new piece of feedback to your inbox.

Harvestr does not provide a Zapier trigger. You can send feedback into Harvestr with a Zap, but you can't start a Zap from a Harvestr event through the app.

To trigger something when feedback arrives in Harvestr, use a webhook pointing at a Catch Hook trigger in Zapier. Pushing new feedback to a Slack channel shows that pattern end to end.

How to create a Zap between Harvestr and another app

You can either build your own Zap, or start from one of our pre-built templates.

Method 1: build your own Zap

Step A — Create a new Zap

Start a new Zap in your Zapier dashboard.

Step B — Choose your trigger app and event

Connect the app where the feedback originates and choose a trigger. For example:

  • Google Sheets: New Spreadsheet Row, or New/Updated Row

  • Help Scout: New Conversation

  • Typeform: New Entry

  • Webhooks by Zapier: Catch Hook, for any tool that can send a webhook

Step C — Set Harvestr as the action

Search for the Harvestr app in the action step and select Create Message.

Then map the data from your trigger app onto the Harvestr fields.

Field

Required?

Description

Source type

Choose a source. If unsure, select "Note".

Requester name, email, or company

✅ (at least one)

The customer who gave the feedback

Submitter name and/or email

Optional

The teammate who submitted it

Content

The main body of the feedback

Title

A short title summarizing the feedback

Labels

Optional

Labels to help categorize the feedback

Discoveries

Optional

Link the feedback to an existing discovery

Message URL

Optional

A link back to the source, for traceability. Worth filling whenever you can.

Required fields must be filled, either with data from the trigger app or with a custom value. If one is left blank, the Zap fails.

Map the real customer as the requester whenever the trigger app gives you one. Using a generic placeholder collapses every item onto a single fake customer, which makes customer segments and Rollup fields meaningless for that channel.

Step D — Test and turn your Zap on

Run a test to check everything works, then turn the Zap on. New feedback will flow into your inbox automatically.

Method 2: use our pre-built templates

To save time, start from a ready-made Zap template.

Go to your Zapier integration settings in Harvestr and click Use this workflow on any suggested integration.

This opens the Zap editor with some fields pre-filled. You just connect your accounts and review the field mappings as described in Method 1.

Step-by-step recipes

We've documented several Zaps end to end:

For anything beyond what the Zapier action covers, see our API documentation or Zapier's Help Center.

Did this answer your question?