Rare.io connector

Automate Loyalty, Rewards, and Referral Workflows with Rare.io Integrations

Connect Rare.io to your marketing and commerce stack to drive retention, reward customers automatically, and put loyalty data to work.

What can you do with the Rare.io connector?

Rare.io is a loyalty and rewards platform that helps ecommerce brands build points-based programs, referral campaigns, and VIP tiers to increase customer lifetime value. When you integrate Rare.io with your CRM, email platform, and ecommerce tools, loyalty events trigger personalized actions instantly — no manual intervention needed. With tray.ai, teams can run the full lifecycle of a loyalty program across their tech stack, syncing points, tiers, and rewards with the tools their customers and marketers already use.

Automate & integrate Rare.io

Automating Rare.io business process or integrating Rare.io data is made easy with tray.ai

Use case

Real-Time Points Sync Across Commerce and CRM

When a customer earns or redeems points in Rare.io, those changes should immediately show up in your CRM so sales and support teams have accurate loyalty context. Manually exporting points balances and importing them into Salesforce or HubSpot creates lag and data drift. tray.ai automates bidirectional sync so every transaction in Rare.io updates the corresponding contact record in real time.

Use case

Automated Email and SMS Campaigns on Loyalty Events

Loyalty milestones — earning enough points to redeem, reaching a new VIP tier, referring a friend — are high-intent moments for personalized outreach. Without automation, these moments get missed or handled with generic batch emails. tray.ai listens for Rare.io events and triggers targeted campaigns in Klaviyo, Mailchimp, or Attentive the moment they happen.

Use case

Loyalty-Driven Customer Segmentation

Rare.io tier and points data is one of the richest signals for predicting customer behavior, but most teams never use it for segmentation outside the loyalty platform itself. tray.ai pipes this data into your data warehouse or analytics tool so marketers can build segments like high-points/low-redemption or lapsed-VIP customers and act on them in any channel.

Use case

Referral Program Tracking and Attribution

Rare.io referral events need to flow into your attribution and analytics stack to close the loop on which campaigns drive the highest-quality referred customers. Without integration, referral data sits siloed in Rare.io and never informs marketing spend decisions. tray.ai routes referral conversion events to your BI tools, ad platforms, and CRM automatically.

Use case

Tier Change Notifications and Internal Alerts

When a high-value customer drops a VIP tier or a new customer rapidly climbs tiers, account managers and CX teams need to know right away. tray.ai monitors Rare.io for tier change events and routes structured alerts to Slack, Teams, or your helpdesk so the right team can respond before it becomes a problem.

Use case

Order-to-Points Automation from Ecommerce Platforms

Every qualifying purchase in Shopify, WooCommerce, or BigCommerce needs to correctly trigger a points award in Rare.io — and auditing that manually is tedious and error-prone. tray.ai builds reliable event pipelines from your ecommerce platform to Rare.io so no purchase goes unrecognized, and edge cases like refunds or partial orders are handled with custom logic.

Use case

AI Agent Enrichment with Loyalty Context

AI-powered sales and support agents need real-time loyalty data to give relevant responses — a customer asking about their reward balance or VIP perks expects an accurate, personalized answer. Connect Rare.io to tray.ai's agent-building tools and you can surface live points balances, tier status, and available rewards directly inside AI agents deployed in chat or email.

Build Rare.io Agents

Give agents secure and governed access to Rare.io through Agent Builder and Agent Gateway for MCP.

Data Source

Fetch Customer Loyalty Profiles

Retrieve detailed loyalty program profiles for individual customers, including point balances, tier status, and membership history. An agent can use this data to personalize outreach or decide who qualifies for rewards.

Data Source

Look Up Reward Redemption History

Pull historical redemption records to see how customers are engaging with rewards and which incentives are actually working. An agent can use this to spot high-value members or flag unusual redemption activity.

Data Source

Query Program Performance Metrics

Access aggregate metrics on loyalty program performance such as enrollment rates, active member counts, and points issued versus redeemed. An agent can surface these to help teams keep tabs on program health.

Data Source

Retrieve Available Rewards Catalog

Fetch the current catalog of available rewards and offers within the Rare.io program. An agent can use this to recommend relevant rewards based on a customer's preferences or purchase history.

Data Source

Look Up Member Tier Status

Check a customer's current loyalty tier and the thresholds needed to advance or hold their status. An agent can use this to communicate tier benefits proactively or warn customers who are close to a downgrade.

Agent Tool

Enroll New Loyalty Members

Register new customers into the loyalty program directly from connected platforms like a CRM or e-commerce store. An agent can trigger enrollment automatically after a qualifying purchase or sign-up.

Agent Tool

Award Loyalty Points

Manually award points to a customer's loyalty account for specific actions, campaigns, or service recovery. An agent can use this to reward customers for completing surveys, making referrals, or resolving support interactions.

Agent Tool

Adjust or Deduct Points

Correct or remove points from a member's balance when errors occur or when points need to be reversed due to returns or policy changes. This keeps loyalty balances accurate without someone doing it by hand.

Agent Tool

Issue a Reward or Offer

Send a specific reward, coupon, or bonus offer to a targeted member or segment. An agent can use this to automate win-back campaigns, milestone rewards, or event-driven promotions.

Agent Tool

Update Member Profile Attributes

Modify customer profile fields within Rare.io such as contact information, preferences, or custom attributes. An agent can keep loyalty profiles in sync with changes happening in a CRM or support platform.

Agent Tool

Trigger Loyalty Campaign

Activate a predefined loyalty campaign for a specific member segment or in response to a business event. An agent can fire campaigns off external signals to coordinate timing across channels.

Agent Tool

Sync Loyalty Data to Other Systems

Push loyalty data like point balances and tier changes to downstream systems such as a CRM, marketing platform, or data warehouse. An agent can make sure all connected tools reflect the latest loyalty state in real time.

Get started with our Rare.io connector today

If you would like to get started with the tray.ai Rare.io connector today then speak to one of our team.

Rare.io Challenges

What challenges are there when working with Rare.io and how will using Tray.ai help?

Challenge

Rare.io Webhook Reliability and Event Deduplication

Rare.io events like points awards and tier changes can occasionally fire duplicate webhooks, especially during high-traffic sale periods. Without deduplication logic, downstream systems like CRMs or email platforms receive redundant updates that corrupt data or send multiple emails to the same customer.

How Tray.ai Can Help:

tray.ai workflows include built-in conditional logic and state storage so each incoming webhook can be checked against a unique event ID before processing. Duplicate events are safely discarded, so every downstream action fires exactly once.

Challenge

Mapping Rare.io Customer Identities Across Platforms

Rare.io identifies customers by email, but your CRM may use an internal ID, your data warehouse uses a UUID, and your email platform uses its own subscriber ID. Without a reliable identity resolution layer, loyalty data ends up duplicated or orphaned.

How Tray.ai Can Help:

tray.ai workflows handle multi-step identity lookups — searching CRM by email, creating records where they don't exist, and maintaining a mapping table in a database or Google Sheets — so every Rare.io event lands on the right customer record across all systems.

Challenge

Handling Rare.io API Rate Limits During Bulk Syncs

Nightly or on-demand bulk exports of loyalty data from Rare.io can quickly hit API rate limits, causing syncs to fail partway through and leaving downstream systems with incomplete datasets.

How Tray.ai Can Help:

tray.ai supports configurable delays, retry logic, and pagination handling natively within workflows. Bulk sync workflows can be throttled to stay within Rare.io API limits while automatically resuming from the last successful page if an error occurs.

Challenge

Keeping Loyalty Data Fresh Without Overloading Systems

Teams want real-time loyalty data in their CRM and analytics tools, but polling Rare.io too frequently strains both the API and the destination systems. Poll too infrequently and you're back to stale data.

How Tray.ai Can Help:

tray.ai supports event-driven architectures using Rare.io webhooks for real-time triggers alongside scheduled batch syncs for reconciliation. Key events update downstream systems instantly, and a nightly reconciliation catches anything that slipped through.

Challenge

Synchronizing Rare.io with Multiple Ecommerce Storefronts

Brands running multiple Shopify stores, a direct website, and a wholesale portal all need to award points and sync loyalty data from disparate order sources into a single Rare.io program. That fan-in pattern breaks quickly with point-to-point integrations.

How Tray.ai Can Help:

tray.ai can receive order events from multiple source connectors and normalize them into a standard payload before sending to Rare.io. A single canonical workflow handles the fan-in, applies per-storefront business logic like different multipliers, and ensures all channels contribute to one unified loyalty ledger.

Talk to our team to learn how to connect Rare.io with your stack

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Start using our pre-built Rare.io templates today

Start from scratch or use one of our pre-built Rare.io templates to quickly solve your most common use cases.

Rare.io Templates

Find pre-built Rare.io solutions for common use cases

Browse all templates

Template

Shopify Order → Rare.io Points Award

Automatically awards points in Rare.io whenever a new paid order is created in Shopify, including handling refunds to reverse points accordingly.

Steps:

  • Trigger on new paid order event in Shopify
  • Map customer email, order value, and eligible line items to Rare.io API payload
  • Call Rare.io points award endpoint; on order cancellation or refund, reverse the award

Connectors Used: Shopify, Rare.io

Template

Rare.io Tier Change → Klaviyo Personalized Email

Sends a personalized congratulations or re-engagement email in Klaviyo whenever a customer reaches a new loyalty tier or drops below their current tier in Rare.io.

Steps:

  • Poll or webhook-trigger on Rare.io tier change event
  • Determine if upgrade or downgrade and select the appropriate Klaviyo flow
  • Push customer data including new tier name and current points balance to Klaviyo profile and trigger the email flow

Connectors Used: Rare.io, Klaviyo

Template

Rare.io Loyalty Events → HubSpot Contact Update

Keeps HubSpot contact records in sync with a customer's latest loyalty tier, points balance, and last activity date from Rare.io.

Steps:

  • Schedule or event-trigger to fetch updated loyalty profiles from Rare.io
  • Match each profile to a HubSpot contact by email address
  • Upsert custom HubSpot properties for points balance, tier, and last reward activity

Connectors Used: Rare.io, HubSpot

Template

Rare.io Referral Conversion → Salesforce Opportunity Creation

Automatically creates a new Salesforce opportunity and tags the referral source when a referred customer completes their first purchase via a Rare.io referral link.

Steps:

  • Trigger on Rare.io referral conversion event
  • Check if referred customer exists in Salesforce; create contact if not
  • Create a new opportunity linked to the contact and populate referral attribution fields

Connectors Used: Rare.io, Salesforce

Template

Rare.io VIP Tier Drop → Slack Alert + Retention Task

Notifies a customer success manager in Slack and creates a follow-up task in your project management tool whenever a VIP customer drops a tier in Rare.io.

Steps:

  • Detect tier downgrade event from Rare.io for customers in the top two tiers
  • Post a formatted alert to the designated Slack channel with customer name, previous tier, and points history
  • Create an Asana task assigned to the account owner with a 48-hour due date for retention outreach

Connectors Used: Rare.io, Slack, Asana

Template

Loyalty Data → BigQuery Nightly Sync

Exports all Rare.io member profiles, points transactions, and tier history into BigQuery nightly for BI reporting and customer cohort analysis.

Steps:

  • Schedule nightly trigger to paginate through Rare.io members and transaction endpoints
  • Transform and flatten nested loyalty event data into tabular format
  • Upsert records into BigQuery tables for members, transactions, and tier_history

Connectors Used: Rare.io, Google BigQuery