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Zapier Integration- Using API Access

Updated

Note: This is the newer, easier, preferred method to set up Zapier for a customer.

 

Zapier is an integration platform that allows users to create workflows called Zaps that connect web applications together to automate specific tasks. The GrowthZone Zapier Add-On allows you to integrate GrowthZone with other online services such as Talent LMS and over 200 more programs.

 

A Zap is executed from a trigger where that trigger can be the result of an event occurring in an external system or on a periodic or scheduled interval. When the Zap is triggered, it calls one or more actions that are run in sequential order to perform the actual logic of the workflow. 

 

GrowthZone currently supports two triggers and one action in Zapier.

 

To set up a GrowthZone tenant with access to Zapier:

  1. You will need to set up the OAuth Client Permission; this allows Zapier to "talk" to GrowthZone.

    1. Go to Setup -> Applications -> OAuth Client Permissions

    2. Click the Add button and type Zapier in the field; it should populate a match. Select to complete the match.
       

    3. Click Done and the system will create the authorization entry for Zapier.
       

 

At that time the customer should be able to log on to Zapier to create their new Zap between GrowthZone and their application of choice.

 

Unlike most GrowthZone integrations, the majority of the setup involved in integrating with Zapier will occur on the Zapier side via their customer dashboard. This does mean if a customer is having an issue with a Zap they have created in Zapier not behaving the way they expected, they may need to contact Zapier support for assistance for issues that occur within their Zapier Dashboard, Zap setup, and behavior.

 

Zapier Triggers:

Triggers get new data, parse individual data fields, and let you include that data in subsequent Zap action steps. Triggers can run every time something new is added to an API endpoint or pushed to Zapier via a Webhook, or they can use filters to watch for specific items.

  • GrowthZone has a Membership trigger that will pass membership details when a new membership is added or a change is made to an existing membership
  • GrowthZone has an Event Registration trigger that will pass registration details for all or specified events when a registration occurs.

Zapier Actions:

Actions push or put new data into apps through API calls that pass data from user customized input fields. Action steps in Zaps can create new items in an app or update existing items with a create action, or find existing items in an app with search actions. 

  • GrowthZone has a Find Event action that will allow you to find detailed information about specific events. This is useful when used in conjunction with the Event Registration trigger.