Zapier
Use Zapier in combination with Synap's custom triggers to automate your workflow
Zapier is a fantastic tool for building custom workflows when certain things happen on Synap and it lets you link up all your different tools to Synap. For example, using Zapier you can set up the following automations:
- When user registers an account on Synap -> Add a row to Google Sheets
- When user completes an attempt on Synap -> Send Email
- When user purchases a product on Synap - add / invite to a user group on Synap
Synap's Zapier integration is currently in an Open Beta - this means that it is not publically available on Zapier's directory, but we can invite you to it upon request. If you want to use our Zapier integration, please get in touch via the Chat widget on your portal and we'd be more than happy to set this up.
🧠 The same workflows can be achieved using Synap's API endpoints, see our API Documentation for more details
To use on Synap's Zapier, ask your account manager for an invite and credentials, and they will send you:
- Invite link to join
- API key
- Portal ID
- Secret Key
Once you have all of the above you'll be able to get started with all of Synap's actions and triggers.
Setting up Synap on Zapier
On Zapier create a new Zap and search for 'Synap' and selecting the latest version available.
Initial setup of a trigger (searching for Synap)
Select the trigger you wish to use and click 'continue' you may need to connect your account using the credentials provided by your account manager.
Click 'Continue' and then you can test the trigger! Doing this will pull through any data from the last few minutes relating to your chosen trigger.
🚨 Testing Triggers will require a recent event of that type (3 minutes), you can skip this step.
For setting up actions simply follow the same steps just ensure you aren't doing it in the first box that Zapier offers you, it should look like this.
Ensure the wording in the orange bar says 'Action' to get access to the Synap actions
Search through thousands of apps on zapier and connect them with Synap. Workflows are started by a trigger and actions are what happens because a trigger has happened.
Triggers are what kick a Zap off. We have a range of custom triggers that are activated by key events, we have listed them below.
- Completed attempt
- User registered
- Store purchased - When a user purchases from your Synap store, if you are using a Shopify/Woo commerce store e.t.c they provide their own triggers.
- Completed assignment
- Flag planted
- User added to user group
- User registered for exam
- Completed exam
- User updated (email, name or user attributes changed)
The Synap Trigger options displayed during a zap setup
Actions are what you want to happen after a Zap has been triggered. We have a range of helpful actions which have been listed below.
- Invite user
- Add user to user group
- Remove user from user group
- Add study item to user's study
- Remove study item from user's study
- Create user
- Update user
- Get attempt
- Get user by ID
- Get user by email
The Synap action options displayed during a setup
We frequently add new Actions and Triggers to our Zapier integration, in response to customer feedback. If you think there's something missing that you'd like to see added, please let us know!
Last modified 1mo ago