Playbooks

Implement Real-Time Conversions Tracking with Zapier and Google Sheets

13min

Overview

This playbook will guide you on integrating Zapier with MomentScience to live-track conversions and record them in a Google Sheet. By using a publisher postback system, you can process conversions in real-time and keep an organized, up-to-date record of postbacks for easy tracking and analysis.

Postbacks are notifications sent to your designated URL whenever a revenue event associated with an Offer is recorded. Learn more.



Document image


Prerequisites

  • MomentScience Account: Ensure you have an active MomentScience account. If you don’t have an account, contact us now.
  • Zapier Account: Ensure you have an active Zapier account.
  • Access to Google Sheets: Ensure you have access to a Google Sheet to store the records.


Integration Steps

Have a look at this demo for a quick understanding of how the process will look.



Adding Webhook Trigger in Zapier

💡Step Goal: Create a New Workflow Triggered by a Conversion Using Zapier Webhook.

Our first step is to set up Zapier. We will create a new "Zap," which is an automated workflow. In this workflow, we will configure a webhook that triggers whenever a new conversion happens within MomentScience.

  1. Navigate to the Zapier dashboard.
  2. Click on the “Create” button and choose “Zaps: Automated Workflow”.
  3. Now configure your first trigger.
    1. Select “Webhooks by Zapier”.
    2. For the event, choose “Catch Hook” and click “Continue”.
    3. Skip any additional trigger setup steps and click “Continue”.
    4. In the test section, view and copy the webhook URL provided. This URL will be used to send requests.
    5. Click on the “Start Testing” button.

Zapier has a “Copilot” to speed up the process. Next time you create an automated workflow, use the following prompt: “Create a webhook by Zapier that, when triggered, will create a new record in a Google Sheet.”

Adding the URL as a Postback URL to the MomentScience Dashboard

💡Step Goal: Link Zapier & MomentScience by inserting the URL Provided by Zapier in the MomentScience Dashboard.

Next, we need to paste the URL provided by Zapier as a Postback URL in the Publisher’s MomentScience dashboard.

  1. Navigate to the “Configuration” page in the publisher’s dashboard: MomentScience Configuration.
  2. Paste the URL provided by Zapier into the “Postback URL” field.
  3. Click the “Save Configuration” button.
  4. Trigger a dummy data to ensure the process is running smoothly:
    • Click the “Test Postback” button. This will trigger a dummy data postback that will be shown in Zapier.
    • Verify in Zapier that the dummy data is received and the process is working correctly.
    • Once done, Click on “Continue with selected record”.

Configure Zapier to Record in Google Sheets

💡Step Goal: Configure Zapier Automation to Record Each New Conversion in Google Sheets.

Once we have set up our webhook URL, we want to ensure that each time the webhook is triggered, a new row is created in a Google Sheet with the conversion data.

  1. Add Google Sheets Action:
    • Click on “Action” and search for “Google Sheets.”
    • Select “Create Spreadsheet Row” as the event and click “Continue.”
  2. Authenticate Google Account:
    • In the account section, authenticate and link Zapier with your Google account. This integration will allow Zapier to access your Google Sheets.
  3. Configure the Action:
    • Choose the Google Sheets account you want to use.
    • Select the specific Google Sheet and the worksheet where you want to add the data.
    • Map the data fields from the webhook to the corresponding columns in your Google Sheet based on the headers you have inserted.
    • Click “Continue”.

Ensure your Google Sheet has headers that correspond to the data fields you will retrieve from the webhook payload. For example:

  • Advertiser Name
  • Offer ID
  • Timestamp
  • User ID
  • Payout

Testing & Publishing the Integration

💡Step Goal: Test the Automation Steps to Ensure Each Conversion is Recorded in Google Sheets.

Once you have configured the Zapier action to record data in your Google Sheet, it is essential to test the setup to ensure everything is working correctly.

  1. Test the Action:
    • In Zapier, click on the “Test Step” button. This should send the payload data to the selected Google Sheet.
  2. Verify the Data:
    • Navigate to your Google Sheet and check that a new row has been created.
    • Ensure the data fields are correctly mapped to the corresponding columns based on the headers you have inserted (e.g., Advertiser Name, Offer ID, Timestamp, User ID, Payout).
  3. Publish Zap After successfully testing the integration, the final step is to publish your Zap to ensure it runs automatically whenever a new conversion occurs.
    1. Publish the Zap:
      • Once you have confirmed that the installation is done correctly, click the “Publish” button in Zapier.
    2. Wait and Verify:
      • Allow some time for the integration to be published.
      • The Zap should now work automatically, creating new rows in your Google Sheet whenever a new conversion occurs.

Conclusion

Integrating Zapier with MomentScience for live-tracking conversions and recording them in Google Sheets is a powerful way to keep your data organized and up-to-date. This setup not only streamlines your workflow but also enhances your ability to make informed decisions with real-time data.

MomentScience's flexibility allows you to connect with virtually any platform, unlocking endless possibilities for automation and efficiency. By leveraging the power of MomentScience, you can easily integrate other services, customize your workflows, and create a seamless, automated experience tailored to your unique needs.



📢 If you're running into any issues while going through the integration process, feel free to contact us at [email protected]