Zapier integration will allow you to seamlessly connect Classe365 to 3rd party apps and create automated workflows between the two platforms.
Currently, Zapier is connected to 5000+ apps, so there's a lot to choose from in terms of connection and possible automations.
To start, you need to enable the integration from the Org Settings > Apps > Zapier.
If you want to search for an app to connect to, you can use the search box highlighted below.
You may choose to use popular zaps, or you can also start creating from scratch.
How to create a Zap?
A zap is an automated workflow which you can build by setting up Triggers and Actions between 2 platforms.
Triggers - A trigger is an event that starts a Zap. Once you turn on a Zap, Zapier will monitor for that trigger event
Actions - An action is an event your Zap performs when your trigger event occurs
1. You need to set up a Trigger first. Identify the platform that you want the trigger to come from.
2. Next is you need to pick a trigger. Note that each platform would have their own available triggers.
If you're going to use Classe365 as a trigger, below are the available triggers that you can use.
3. Connect the app by signing in.
When connecting to Classe365, you need to enter your subdomain and API keys.
The API key can be found in the Org settings > API.
4. Test the trigger. You can test it out first to pull out information and see if it will work.
5. You need to set up an action by identifying the platform where the actions will come from.
6. Connect your account.
If you already have an account connected to Zapier for the action app, select it from the account menu.
If not, click Connect a new account and follow the instructions to connect your app to Zapier.
If the connection is working, click Continue.
7. Identify the action that you want the other platform to do once a trigger has been added.
Note that each platform will have their own set of available actions/events.
You can also use Classe365 as an action and you can find below the available events that you can use.
8. Set up your action. In this step, you can set up the data that you want to send over to your action app.
9. You can test out your action to see if it works, then if everything's all good, you can finally publish it!
By publishing, it means that the zap will go live and that the automation between two platforms will begin.
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