How to integrate Zapier within your Graphy Course Platform?

Zapier is the web platform that allows you to connect the third-party apps you use for your online education business to your Graphy platform. By connecting these apps you can easily automate tedious tasks.

Example: You can connect marketing automation tools like Mailchimp or Converterkit with your Graphy platform for events, such as emailing every new learner.

Note: You can create up to 100 tasks on Zapier on its free plan. Beyond that, you can purchase a subscription of your choice.

 

Zap, Triggers & Actions

• In simple words, Zap is a task that you create to connect your Graphy platform with an App. For example, the event of automatically sending a welcome email to your new learner via Mailchimp is a Zap.
• A Trigger is an event in your Graphy platform app that begins with the Zap. Once you set up a Zap, Zapier will monitor your Graphy platform for that event. For example, the zap is to add an e-mail subscriber to your E-mail list via Mailchimp every time a new learner signs up. A trigger will occur the moment any new learner signs up, & Zapier sends the learners' data from Graphy to Mailchimp.
• An Action is an event that completes the Zap. In other words, actions are the events that require Zapier to monitor third-party apps & take action via Graphy. For example, if you want Zapier to automatically assign learners the course via the Graphy platform when their name is entered in the Google Sheets, that’s an action.

Steps to integrate Zapier with Graphy

Step 1: Sign up with Zapier.

Step 2: In a new tab, log in to your course platform.

Step 3: Click on Integrations from the left navigation bar and navigate to the Third-Party Integrations.

 

Step 4: Scroll down and find Zapier. Click on Generate to generate the Zapier API key. This key will be later used.

Step 5: Click on the below link to start integrating Zapier.

A new tab will open with will ask you to either login or signup on Zapier. Once done, an invite within your Zapier account.

Step 6: Scroll down & click on “Accept Invite & Build a Zap”.

 

Step 7: On the Zapier dashboard, click on Create from the menu bar and select Zap.

 

Step 8: To create a new Zap, add the Zap name from the top.

Step 9: Click on Trigger, search for Graphy (2.0.0) and select it.

Step 10: Choose a trigger event.

You will find the option to enable 8 triggers which are explained below:

• Course Completion: When a learner completes any of your courses.
• Course Item Completion: When a learner completes a part of/ an item of your course.
• Initiated Transaction: When the learner initiates the transaction but doesn't purchase the course within 1 hour.
• Learner Profile Updated: Whenever a learner’s information is updated within the platform.
• Marketing consent: When a learner provides marketing consent.
• New Course Published: Whenever a new course is published on the course platform.
• New Enrollment: When a user purchases your course/package.
• New Subscriber: When a new user subscribes to your course platform.
• New User Created: When a new learner signs up on your platform.
• Success Transaction: When the process of the course purchase transaction is complete.

You can create a trigger on any of the 8 mentioned occasions. However, if You are looking for a different trigger, contact our support team.

 

Step 11: Connect your Graphy account by clicking on Sign in.

Add your Zapier API key generated in Step 4 and enter your Graphy subdomain. Click on Yes, Continue to Graphy (2.0.0)

To know your subdomain, go to Settings-> Domain Management. Copy the name before ".com" or ".graphy.com".

 

Step 12: Now test the trigger by clicking on Test Trigger.

 

Step 13: Select the record and click on Continue with selected record.

In the next step, choose any app that you want to connect with Graphy. In this zap, we are integrating Graphy with Google Sheets.

Note: In case you want to enrol a learner in your Graphy platform, to find your course URL, follow the below steps-

• Find your course and click on the 'i' icon.
• Go to 'Pages' and copy the Course URL and paste it in Zapier.

Step 14: Add the relevant action event and connect your account. Click on Continue.

Step 15: Now you have to configure the setup.

To “Create Spreadsheet Row”, you need to specify the following:

• My Google Drive: Select the drive where your “New User” generated spreadsheet is saved.
• Worksheet: Select the sheet number where data will be updated. We have selected “Sheet 1”.
• Add field mapping with the Graphy's event for email and name.
• Id: Enter the first “Id” of the id column.

After entering the following details, click on “Continue”.

Step 16: Test the step and then publish the Zap.

Your Zap is now live.