Zapier - Trigger: A step is completed
With Zapier, you can trigger a scenario when a member completes a step.
Here are a few examples of possible scenarios:
- Add a tag to the contact in an emailing tool when he validates a step
- Add a member's email address in a table when he validates this step
- ...
The structure of your Zap will look like this:
- Trigger: SchoolMaker: a member validates a step
- Filter: To tell Zapier to continue only if certain conditions are met
- Action: Do the desired action
Step 1: Select the SchoolMaker app
Click on Trigger:
Then select the SchoolMaker app:
Note: Select the "SchoolMaker" app, not the SchoolMaker (Legacy) app.
Step 2: Select the "Step Completed" event
Step 3: Connect your SchoolMaker school to Zapier (if you haven't already done so)
Click on "Sign In" in the "Account" field
Add the secret key then click on "Save"
The signing secret is available in your school by clicking on Settings > Integrations.
Step 4: Configure the action of your Zap
Configure the rest of your Zap according to the action you wish to perform.
Examples:
- Active Campaign: Add a tag to a contact
- SchoolMaker: Add a member to an offer
- Slack: Send a message in a channel
- Google Sheet: Add a row to a table
- ...
Step 5: Configure your filter
Click on the + between the trigger and the action to configure your filter.
Select "Filter by Zapier":
This filter will allow you to tell Zapier to continue only if certain conditions are met.
We're going to tell Zapier the ID of the step that must be validated for the automation to be triggered.
Click here to find out how to retrieve a step ID in your school.
In our example, the automation should continue if and only if:
- the step ID (select the "Step ID" field)
- exactly matches
- to [Step ID] (enter the ID of the relevant step here)
Note that you can also replace field N°1 with:
- The name of the step
- The student's answer
- The student's percentage of progress in the lesson
- The student's percentage of progress in the program
- The student's percentage of progress in the relevant section
- ....
In this case, you must then modify field N°3 with the condition to be met for field N°1.