Fidel API is a card-linking platform that connects payment cards to applications for transaction data and loyalty programs. It enables businesses to track purchases and reward customers without requiring custom payment infrastructure.
The connector is listed in the integration directory. Example actions require a reviewed build and may need additional provider permissions or setup.
Fidel API is a card-linking platform for accessing transaction data and building payment-based loyalty programs.
Connect your Fidel API account. Link your Fidel API credentials to CodeWords for secure access to transaction monitoring and card enrollment features. This connection enables automated workflows based on payment activity and customer spending behavior.
Configure transaction triggers. Set up events that initiate workflows when card transactions occur at specific merchants or meet defined criteria. Monitor spending thresholds, purchase categories, or location-based transactions to drive targeted automation.
Enroll customer cards. Add payment cards to your Fidel programs when customers sign up through forms, CRM systems, or mobile apps. Link customer profiles with their payment methods to track spending and deliver personalized offers.
Track transaction data. Capture transaction details including amounts, merchants, and timestamps, then send this information to CRM, analytics, or marketing platforms. Build comprehensive customer spending profiles without handling sensitive payment credentials.
Trigger reward workflows. Activate loyalty rewards, cashback, or promotional offers based on transaction patterns and spending milestones. Send reward notifications via email, SMS, or app notifications when customers meet program criteria.
Segment customers by spending. Analyze transaction data to categorize customers into segments based on purchase frequency, amounts, or merchant preferences. Update marketing automation tools with spending-based segments for targeted campaign delivery.
Monitor program performance. Export transaction analytics to reporting dashboards or spreadsheets for program ROI analysis. Track enrollment rates, transaction volumes, and reward redemption patterns to optimize loyalty program effectiveness.
Manage card lifecycle. Handle card enrollment, updates, and unenrollment through automated workflows triggered by customer actions or program changes. Maintain accurate card linking status across your customer database and communication systems.
Connect Fidel API to payment systems and customer communication tools to deliver instant cashback rewards. When linked cards are used at participating merchants, transactions trigger reward calculations and payment processing without manual intervention. Customers receive notification of earned rewards through their preferred channels, increasing engagement and program satisfaction.
Sync Fidel transaction data with CRM and analytics platforms to build detailed customer spending profiles. As purchases occur, customer records are enriched with transaction history, merchant preferences, and spending patterns. Marketing teams gain actionable insights for personalized campaign targeting, product recommendations, and retention strategies based on actual spending behavior.
Monitor transaction data to advance customers through loyalty program tiers based on spending thresholds. When customers reach new spending levels, their status updates across all connected systems and they receive tier-specific benefits. This workflow eliminates manual tier management and ensures customers are recognized immediately for their loyalty with appropriate rewards.
Get started today
Describe what you need. Cody handles the build, the connections, and the deployment.