Start from the official Perkstar listing on
Zapier. It is marked Beta
and is available without an invitation. A page or similarly named app that
asks for a raw Perkstar API key is not the official connection flow.
Before you connect
- The Perkstar business is on Growth, Scale, Enterprise, or Franchise.
- You can sign in to both the intended Perkstar and Zapier accounts.
- Your Perkstar role can connect integrations for the business.
- At least one active loyalty card exists for card-based actions and filters.
- You know which Zap owner, destination apps, and customer fields the workflow will use.
One Zapier connection represents one Perkstar business. If you operate more
than one business, create a separate connected account for each one. You can
reuse the same connected account in multiple Zaps for that business; there is
not a one-Zap-per-connection limit.
Connect the account
1
Open Perkstar in Zapier
Open the Perkstar App Directory
page, sign in to the Zapier
account that will own the workflow, and choose a Perkstar trigger or action.
You can instead open Zapier’s App connections, select Add
connection, and search for Perkstar.
2
Choose Sign in to Perkstar
Add a Perkstar trigger, action, or search and select Sign in when Zapier
asks for a connected account. Zapier opens Perkstar’s hosted authorisation
page over HTTPS.
3
Choose the correct Perkstar business
Confirm the business name and account shown by Perkstar. If it is wrong,
stop and switch account or organisation before approving. The resulting
OAuth grant is tenant-scoped and cannot read or write another business.
4
Review and approve access
Read the plain-language permissions on the Perkstar consent screen. The app
requests the access needed by its available triggers, actions, searches, and
card selector. Perkstar returns a revocable OAuth grant to Zapier; no raw
API key is displayed.
5
Name and test the connection
Give the connected account a name that identifies the business, for example
Perkstar — North Street Coffee. Run Zapier’s connection test and confirm
the returned business is the one you intended.Build the first Zap
Start with a reversible or read-only workflow before sending customer messages or changing loyalty balances.1
Choose a trigger or search
Pick one named Perkstar trigger, or use Find Customer / Find Enrolment
or Pass to prove the connection without changing data. The full list is in
the catalogue.
2
Select a card when offered
Card-aware steps load the active cards from the connected Perkstar business.
Focused loyalty actions show only compatible programmes: Stamp/Multipass for
Add Stamp or Visit, Points for Award Points, and Cashback/Discount for
Record Purchase. Redeem Loyalty Balance supports Stamp, Points, Cashback,
and Multipass balances; coupons, memberships, discounts, gift cards, and
tickets use different flows. Select an explicit card when the business has
several eligible programmes. Never paste a card name where a card ID is
expected.
3
Test with a controlled record
Use an internal test customer whose data you are authorised to process. For
an instant trigger, ask Zapier to test the trigger and perform the exact
Perkstar event it is waiting for. For an action, verify the previewed inputs
before running the test.
4
Inspect both systems
Confirm Zapier received the expected fields and, for a write, confirm the
Perkstar customer, enrolment, transaction, or push result. A successful Zap
step is not proof that a later destination step used the correct field.
5
Publish with a narrow audience
Turn the Zap on for one card or low-risk workflow first. Monitor Zapier Task
History and the relevant Perkstar records before widening the audience.
customerId; this avoids a second identity guess from email or phone.
Connection lifecycle
To revoke the connection from Perkstar, open Settings → Authorised apps for
the connected business and revoke Zapier. Then remove or reconnect the account
in Zapier before re-enabling any affected Zaps.
Read Troubleshooting before reconnecting
an account used by several live Zaps, and read Data and security
before mapping personal data.
Get support
For a problem in a Zap workflow, start with Zapier Support. That route includes the Zap and run context Zapier needs for first-line troubleshooting; Zapier will escalate an actionable Perkstar integration report to us when necessary. Contact Perkstar Support directly when the OAuth page shows the wrong Perkstar business or the issue concerns a Perkstar account, plan, team invitation, or consent screen. Before contacting support, keep the failed run in Zap history and note the step name, approximate UTC time, Zap run/task ID, and any PerkstarX-Request-Id. Redact customer data and never send passwords, OAuth tokens,
refresh tokens, or webhook target URLs.
