Connect Loopy Loyalty and ProcessPlan

Both apps 33Loopy Loyalty 16ProcessPlan 17

• Trigger
  Reward Earned

  Triggers when a customer earns a reward on their loyalty card.

• Trigger
  Reward Forfeited

  Triggers when a reward is forfeited because stamps were deducted from a customer's loyalty card.

• Action
  Add campaign

  Creates a new loyalty campaign (stamp card design) in Loopy Loyalty and returns its id.

• Action
  Add location

  Creates a new store location on your Loopy Loyalty account, used for location-based lock-screen messages on customer cards.

• Action
  Delete campaign

  Permanently deletes a loyalty campaign, invalidating all of its cards and data.

• Action
  Delete card

  Permanently deletes a customer's loyalty card and its data.

• Action
  Enroll Customer

  Enrolls a customer in a loyalty card programme and returns their new card ID and the link to install the card.

• Action
  Find a Customer

  Returns a customer's loyalty card by its card ID, including stamp and reward totals and the customer's details.

• Action
  Find a Customer by Unique Id

  Finds a customer's loyalty card by their email, phone or other unique value.

• Action
  Get campaign

  Returns a loyalty campaign's full details, including its rewards, design, locations and enrolment fields.

• Action
  Get card

  Returns a loyalty card by its ID, including the customer's details, stamp and reward progress, and optionally its rewards and events.

• Action
  List campaigns

  Returns all loyalty campaigns in the Loopy Loyalty account.

• Action
  List locations

  Returns all the store locations set up on your Loopy Loyalty account, with their names, addresses and coordinates.

• Action
  Send Individual Push Message

  Sends a push message to one customer's loyalty card.

• Action
  Send Push Messages

  Sends a push message to every holder of a campaign's loyalty card.

• Action
  Update campaign

  Updates an existing loyalty campaign's settings, such as its name, rewards, design, expiry and business details. Only the fields you fill in are changed.

• Trigger
  Field Updated

  Triggers when a field value on a running process is changed.

• Trigger
  Process Instance Completed

  Triggers when a process is completed.

• Trigger
  Process Instance Started

  Triggers when a new process is started.

• Trigger
  Task Assigned

  Triggers when a task is assigned to someone.

• Trigger
  Task Canceled

  Triggers when a task is canceled.

• Trigger
  Task Completed

  Triggers when a task is completed.

• Trigger
  Task Due Date Changed

  Triggers when a pending task's due date is set or changed.

• Trigger
  Task Notes Updated

  Triggers when the notes on a pending task are updated.

• Trigger
  Task Past Due

  Triggers when a pending task becomes past due.

• Trigger
  Task Start Date Changed

  Triggers when a pending task's start date is set or changed.

• Action
  Cancel a Process

  Cancels a running process.

• Action
  Cancel a Process Task

  Cancels a pending task in a running process.

• Action
  Complete a Task

  Completes a pending task by submitting one of its responses.

• Action
  Find a Process Instance

  Finds process instances whose properties match a filter, such as the instance description.

• Action
  Start a New Process

  Starts a new process from a process template and fills in its starting fields.

• Action
  Start a Process Task

  Starts a task in a running process out of its normal order. Use with caution.

• Action
  Update Process Fields

  Saves new values into one or more fields of a running process.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.