We live in a fast-paced era where the more automated our daily tasks can be the better. Time is of the essence and when it comes to helping your business grow, there is no time to lose. The same applies to an online academy of course. You may be the overseer of your school but we know first hand the variety in numbers and importance of tasks that come along with it.
What if we told you that we have a magic solution for you? No, we are not hiring the seven dwarves to work for you BUT we can proudly share with you our LearnWorlds integration with Zapier (currently in Open Beta)!! :D
Zapier is an online automation tool which can be connected with your LearnWorlds school before you even notice, so you can focus on your most important tasks. You can now connect your favorite tools (literally, more than 1000 apps) with your LearnWorlds school and make your job much easier.
In just a few steps we will show you how to connect your Zapier account with your LearnWorlds school. This process is quite easy and we will be guiding you every step of the way, so there is nothing to worry about.
So let’s see the steps you can take to connect your Zapier with your LearnWorlds school and start automating tasks within your school:
a Sign In/Up to Zapier
Visit Zapier’s official website and Login to your Zapier account. If you don’t already have a Zapier account you can click on the Sign up button to create one.
b Connect your Zapier account with Learnwords
Once you have logged in your Zapier account you should be able to see the top bar menu. From the “Connected Accounts” so you can link Zapier with LearnWorlds
Then, when the new page has loaded, type LearnWorlds in the search field and select the Beta LearnWorlds Integration that shows up below in your search results.
When you try to connect your LearnWorlds Account with your Zapier for the first time, a relevant Authorization request will pop-up. Select “Authorize” to proceed.
On the next step, simply fill in your Learnworlds school account email and password, and click “Login”.
Great job you have successfully connected your LearnWorlds account with your Zapier. Now the final touch is to test the connectivity you have just established by clicking the “Test” button.
Once the test has been completed after a couple of seconds, you should be able to see the button change to a green “Success”.
You did it!! Now it’s time to go ahead and set up your school’s automated tasks !
Let us show you how easy it is to connect your school with really handy applications,so you can save yourself time and effort without any external help from a developer. Ready to create your first Zaps?
A Zap is a blueprint for a task you want to do over and over which only needs to be set once. Zaps usually consist of two parts: the Trigger, i.e. the when the zap is activated, and the Action, i.e. what the zap does.
For example, you can create a zap:
- so that every time someone buys a course in your school (trigger), you can email them a discount coupon for their next purchase (action)
- or you can store their details in your CRM system (another action)
- or you can email your accountant an invoice from your accounting system (yet another possible action).
So let’s create a simple zap together, from scratch. The zap we are going to create does the following:
[Trigger] Every time a new product is bought.
[Action] Your accountant receives an email with the invoice details.
1 While logged in your Zapier account, click on the orange “Make a Zap” button on the top right.
2First, we need to select the Trigger app for the given automation which is LearnWorlds. So type “LearnWorlds" in the trigger app search field on the right and select our beta integration once more.
3 Once you click on the Learnworlds Trigger App you will see 5 available triggers:
- New Enrollment Purchase - When a user is enrolled to or purchases a paid product.
- New Lead - When a new email lead is captured.
- New User - When a new user is registered.
- New Certificate - When a user is awarded a certificate.
For the sake of this example we will choose the first option for Enrollment Purchase and then click on “Save + Continue”.
4 On the next screen Zapier will need to verify your LearnWorlds account once more, but you can simply click on “Save + Continue” since we just did this step at the beginning of this article.
5 Zapier will need to use a sample purchase so it can base the current Zap on. On the next step, Click on “Load in Samples”, choose a test purchase from the list and press “Continue”.
6 Now it’s time to set the Action App you want. The only thing you need to do is type in the action app search field the name of the App you wish and select it from the drop-down menu that will appear once you enter your text. In this case, we will go with Gmail.
7 Once you have selected the action app, in our case Gmail, you should see its available automated actions. Among the various actions offered, we will choose “Send Email” and then click “Save + Continue”.
8 Next, you will need to also authorize your Gmail account so the automation process can be set correctly. Connect your account, verify the connection when asked and click on “Save + Continue” to proceed.
9 Now it is time to set up the email your accountant will receive once a learner purchases a product from your school. Please note that you can activate or deactivate the “Set up preview” if you want to see an example of the fields or not. In the box “To” you can add your accountant’s email address. Some of the available fields are optional but make sure you fill in the ones required which are the Subject and Body of the email.
Remember to use the available variables that you can find for each field in the relevant drop-down menu.
Below you will see a sample email we created for this example.
Once you are done with setting your email up, scroll to the bottom of this page and select “Continue”.
10 Just like with the Trigger App, the Action App also needs to sent test data so you know your Zap is flawless. So, choose the “Send Test To Gmail” blue button.
Once your Test email has been sent, you can complete setting this Zap up by clicking “Finish”.
11 Last step, turn your Zap on to start the automation you have just configured.
That’s it! You did it! It wasn’t that hard, was it? Now you can connect hundreds of apps with your LearnWorlds school and watch any tedious and time-consuming task being completed again and again without lifting a finger. Awesome, right?