How to Use Intelligence Tokens in Zapier

Quick answer: Use the Surmado completion webhook as the Zapier trigger, not Gmail. Configure webhook_url on report creation, catch it in a Zapier “Catch Hook” step, and forward the summary metrics to Google Sheets, Notion, Slack, or Airtable.

The definitive walkthrough lives here: Zapier Integration Guide. It covers five production workflows (quarterly tracking, competitive alerts, Notion database, Strategy digest, multi-client agency dashboard) with exact field paths and step-by-step setup.

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Why the short version

• Trigger: Webhooks by Zapier → Catch Hook. Zapier gives you a URL; pass it as webhook_url when you create a Surmado report.
• Payload: Already contains the curated summary. For AI Visibility: report.summary.presence_score, report.summary.competitive_rank, report.summary.authority_score, etc. For Site Audit: report.summary.seo_score, report.summary.performance_score, report.summary.accessibility_score, etc. Strategy payloads carry the token and PDF link only — no summary.
• Deeper data: Call GET https://api.surmado.com/v1/reports/{{report__id}} with Authorization: Bearer sur_live_YOUR_API_KEY to fetch the full public_intelligence tree.

Zapier flattens nested JSON with __, so in the field picker report.summary.presence_score appears as report__summary__presence_score.

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Token formats (for regex-based email fallback)

• AI Visibility: SIG-\d{4}-\d{2}-[A-Z0-9]{5}
• Site Audit: SCN-\d{4}-\d{2}-[A-Z0-9]{5}
• Strategy: SOL-\d{4}-\d{2}-[A-Z0-9]{5}

Intelligence Tokens don’t expire. Signed download URLs returned by the REST API expire in ~15 minutes; the magic-link PDF URL in completion webhooks and emails is valid for ~30 days.

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Next: follow the Zapier Integration Guide for the full setup, or see the API Integration Guide for endpoint and webhook details.