> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voucherify.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Autopilot

This integration allows you to add a new contact from Autopilot to Voucherify automatically. Plus, you can enhance the profile of a contact being stored with custom properties stored in Autopilot.

## Prerequisites

* Zapier account
* Autopilot account (generated API key for Zapier)
* Voucherify account (keys from project settings)

<Warning>
  <Badge color="yellow">Integration credentials are hidden after saving</Badge>

  When you configure an external integration, API tokens and secret keys are only shown during setup.
  After you save the integration, these values are masked and cannot be viewed again in the Dashboard.

  This reduces the risk of exposing sensitive credentials through the user interface.

  Save your keys securely before closing the window.
</Warning>

## Zapier configuration

<Steps>
  <Step title="Start with invitation">
    From the [invitation link](https://zapier.com/developer/invite/62387/cdcdf9275d825dff01c4da836b4c445f/), create a new Zap.
  </Step>

  <Step title="Set Trigger">
    Click the **Create a new Zap** button. In the Trigger Service drop-down, choose Autopilot, and choose a trigger using the additional drop-down – **Contact Added to List**.
  </Step>

  <Step title="Connect Autopilot">
    Connect Autopilot account by providing generated access key.
  </Step>

  <Step title="Test connection">
    Test connection by clicking the **Test** button.
  </Step>

  <Step title="Set Action">
    In the Action Service drop-down, choose Voucherify (invite link) to send your Autopilot data to. In the Action drop-down, choose your desired action and click Continue - **Create Customer**.
  </Step>

  <Step title="Edit Template">
    Select proper data from Autopilot and forward to Voucherify. The most important fields are:

    * **Source Id**: Autopilot contact ID or email.
    * **Email**: Customer email, Customer Name.
  </Step>

  <Step title="Metadata">
    Add custom properties which will be useful for defining distributions and corresponding customer segments: title, company etc. You can use your custom names for properties.
  </Step>

  <Step title="Finalize">
    Go back on your new Zap screen.
  </Step>

  <Step title="Test the Zap">
    Try out your Zap using the sample/test data shown next to your fields. When you have finished this step, click Continue. As a result of the test, you will see a new customer in Voucherify.
  </Step>

  <Step title="Name your Zap">
    Give your Zap a name. You may find it easiest to use the same Title/Name given to the corresponding feed.
  </Step>

  <Step title="Make it Live">
    Click the Make Zap Live button. That's it!
  </Step>
</Steps>