Zapier setup

Zapier (no-code automation)

Use Zapier to report conversions to Refer Labs when payments, bookings, or CRM stages happen in other tools.

Step 1 - Pick your conversion trigger

Your Zap should fire when you are confident a conversion happened (payment succeeded, booking confirmed, deal won).

Stripe: “Checkout Session Completed” or “Payment Intent Succeeded”
Calendly/booking: “Invitee Created” or “Appointment Confirmed”
HubSpot: “Deal stage changed” (won)
Shopify: “Order paid” (if you’re not using webhooks already)

If you already have native integrations (Shopify/Stripe webhooks), prefer those first for reliability; use Zapier for long-tail tools.

Step 2 - Post the conversion to Refer Labs

Add an action: Webhooks by Zapier → Custom Request.

Keep your Discount Capture Secret private. Don’t place it in public-facing pages or client-side scripts.

Request template

Method: POST
URL: https://referlabs.com.au/api/discount-codes/redeem
Headers:
  Content-Type: application/json
  x-pepf-discount-secret: <YOUR_SECRET>
Data:
  discountCode: <DISCOUNT_CODE_FROM_TRIGGER>
  orderReference: <ORDER_ID_OR_BOOKING_ID>
  amount: <AMOUNT>
  metadata:
    platform: "zapier"
    source: <APP_NAME>

You can also use x-referlabs-discount-secret; both are accepted.

How attribution works (quick mental model)

Ambassador shares their unique referral link (clicks tracked automatically).
The referral link leads to your referral page where a customer signs up.
When your system redeems the ambassador’s discount code, Refer Labs credits the right ambassador.

The Zapier step is the final “conversion signal”. The discount code is the key used for reliable attribution.

Common troubleshooting

401/unauthorized: secret header is missing/wrong (check Program Settings).
Conversion not attributed: confirm the trigger contains the exact discount code used by the ambassador.
Duplicates: set Zapier to only fire once per order id (or include a stable orderReference you can de-duplicate on your side).

Use /status to verify the endpoint is reachable and your environment is configured.

Testing checkpoints (do these in order)

Create a test ambassador in Refer Labs and copy their discount code + referral link.
Use the referral link in an incognito window, submit the referral form, and confirm the signup shows in the dashboard.
Run the conversion flow in your external tool so the Zap trigger fires with the discount code.
Confirm the Zap Webhook step receives a 200 response.
Confirm the conversion appears in the Refer Labs dashboard and attributes to the correct ambassador.