Zapier: Make an action when a member has validated a step

In this article, we'll see how to make an action when a member has validated a step.

Here are a few examples:

  • Add a tag to a contact in an emailing app when he has validated a step
  • Add a member's email address to a table when he has validated a step
  • ...

Your Zap will look like this:
  1. Trigger: SchoolMaker: a member validates a step
  2. Filter: To tell Zapier to continue only if certain conditions are met
  3. Action: Do the desired action

In the following example, we want to add a tag to the contact in Active Campaign when he has validated a step.

Step 1: Configure the trigger

Select the "SchoolMaker" app as trigger, then select the event "Step Completed".

Then select your SchoolMaker account.

Step 2: Configure the filter

Add a filter "Only continue if..." after the trigger.

This step tells Zapier to continue the Zap only if certain conditions are met.

In our example, the Zap must continue only if:

  1. the step name (select the "Step Name" field)
  2. exactly matches
  3. to [Step Name] (enter the name of the relevant step here)

Note that you can also replace field N°1 with:
  1. Program name
  2. Lesson name
  3. Member's percentage progress in the program
  4. Member's percentage progress in the relevant section
  5. ....

In this case, you must then modify field N°3 with the condition to be met for field N°1.


Step 3: Configure the action

Select the Active Campaign app as the action for your Zap.

Then choose the event "Add/Remove Tag From Contact".

Select your Active Campaign account, then configure the desired action:
  1. Select the "Email" variable in the "Contact ID" field
  2. Select the relevant tag in the "Existing Tags" field if this tag already exists
  3. Write the relevant tag in the "Tags" field if this tag does not yet exist

Step 4: Save your Zap

Save your Zap and make a test.

When a member completes this step, a tag will be added to the contact in your emailing app.

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