Zapier - Action: Create a conversation

With Zapier, you can create a direct message with one or more members.

This can be very useful if you wish to..:

• Welcome your new members
• Congratulate your members on completing a milestone
• Congratulate your members on completing a program
• ...

The structure of your Zap will look like this:

1. Trigger of your choice
2. Action: SchoolMaker: Create a Conversation

In the rest of this article, we'll assume that you've already configured your trigger.

Step 1: Select the SchoolMaker app

Once you've set up the trigger in your zap, select the "SchoolMaker" app.

Note: Select the "SchoolMaker" app, not the SchoolMaker (Legacy) app.

Step 2: Select the "Create a Conversation" event

Step 3: Connect your SchoolMaker school to Zapier (if you haven't already done so)

1. Click on "Sign In" in the "Account" field

2. Add the secret key then click on "Save"

The signing secret is available in your school by clicking on Settings > Integrations.

Step 4: Configure your "Create a Conversation" action

1. Conversation Title: Indicate the title of your conversation or select the desired variable in a previous step
2. Message: Indicate the content of your message or select the desired variable in a previous step
3. Member Participants: Select the "email" variable of the members who should receive this message.
4. Admin Participants: Select the administrator(s) who should participate in this conversation
5. Sender ID: Select the administrator who should send this message
6. Save: Save the new configuration of your step.