Automatic Claim Tutorial

Overview

The other option is to trigger claims automatically with Zapier. You will configure the Zap to automatically complete the claim for the user upon a custom trigger. For example, upon purchasing an item, auto-send them a purchased item badge.

To do this, you MUST get the users' crypto addresses somehow before the action is executed. This can be beforehand or somehow obtained during the duration of the Zap. We leave this up to you. Consider using the BitBadges Address List feature on the site. If you cannot obtain users' addresses, this approach will not work.

We want to note that functionality is slightly different for badges with on-chain balances as opposed to off-chain badges or address lists.

• On-Chain: The check and complete claim action will RESERVE the right for the user to complete the claim. However, it does not actually automatically trigger anything on the blockchain. This is because such a transaction requires a signature from the recipient. Thus, the user still has to go to the BitBadges site and complete the claim process, although the reservation process is automatic.

• Off-Chain and Address Lists: For badges with off-chain balances, there is no reservation process. The claims are automatically completed. For off-chain badge claims, this means the badges will be auto-distributed. For address lists, this means the address will be automatically appended to the list.

You will use the BitBadges API Zapier plugin with the Complete Claim action to perform the final claim completion. This approach takes special configuration explained in the tutorial below to ensure the claim process is correct and only executable by the Zap. See the tutorial for more information.

Create the Claim

The first step is to create the claim via the Bitbadges site; however, note that the configuration of the claim must be correct to ensure correct behavior of the claim process and allow Zapier to communicate. To help, select the Zapier approach when creating.

No Signed In with BitBadges Plugin

Make sure this plugin is disabled. This should be disabled to allow Zapier to claim on behalf of others without needing to authenticate. In other words, whoever is claiming can specify the intended recipient without actually needing to authenticate as this recipient.

Gate with Custom Password

However, it is IMPORTANT to note that not requiring SIWBB relaxes the restriction for everyone. Thus, you will have to gate the claim in other ways to ensure that it only allows Zapier to claim on users' behalf.

To solve this, you must create a custom password which will only be known by Zapier. This allows claims from Zapier to pass but claims from anyone else not to (because noone else knows the password).

Other Plugins

Currently, the only other claim plugins that are compatible are ones that only need at most the claimee's address and have no custom user inputs.

• The "Number of Uses" plugin - You should still set this to gate how many times each address or all addresses can claims.

• Min $BADGE

• Time Window

• Ownership Requirements

• Whitelist

All other plugins require addiitional stuff which is not compatible with the Zapier integration.

• Github, Discord, X, etc.

• Codes

For example, to check an address' GitHub contributions, they need to Sign In with GitHub, but the Zap cannot sign in the user with GitHub. Thus, this plugin is not usable. However, certain ones like checking badge ownership or checking minimum $BADGE owned do not require any user inputs and will be fine to use.

Note that you are also integrating with Zapier, so you can also chain anyone of the 6000+ app integrations into your automated Zap. Oftentimes, you can find a plugin that does exactly what the one on BitBadges would do. Or, if you need even more customization, you can complete claims via the BitBadges API.

Tutorial

Example walkthrough of a custom Zap. Customize to your use case.

Step 1: Create and setup your Zap on https://zapier.com/. The site will walk you through it all.

Step 2: Select and configure your trigger. Triggers are the action that initiate the automation flow. In this cases, this is a new Udemy course being completed. We leave the selection of the trigger up to you. This will depend on your intended use case.

Step 3: Configure the Complete Claim by BitBadges integration. The password and other config parameters will be constant. However, the address may be fetched from prior integrations or manually provided. This is up to you.

You can get the claim information from the form when you are creating the claim.

Step 4: Simulate / Test

You may use the simulation feature to test that your claim communicates and will pass without actually executing the action.

Note that behind the scenes, this is just a simulation (does not actually complete the claim) if sent manually from the test step. The claim will be completed for successful Zaps once live.

Step 5: Track Progress

For most use cases, just submitting the claim is typically adequate. However, you can also track it with the other BitBadges action in Zapier (Get Claim Attempt Status). You will pass the ID received from the submission to this. Note that we use a queue system so it may take some time to officially process.

And, it is as easy as that!