Overview
Zapier is a no-code automation tool that enables you to streamline workflows between different web applications. By integrating Zapier with Element451, you can instantly send student data from your everyday web applications into Element451, eliminating the need for manual import or export tasks. You can check out the full list of apps compatible with Zapier here.
Before creating Zaps, you should be comfortable with:
Let's take a look at an example:
Example: Connecting Calendly to Element451
Integrating Calendly with Element451 is a popular workflow among our partners. Follow these steps to set up a simple “Zap” that sends student data to Element451 when a student signs up for an event in Calendly.
Step One: Create a Template in Element451
Step One: Create a Template in Element451
Navigate to Data + Automations > Import/Export > Templates in your Element451 instance.
Create a new import template to prepare for the data coming from Calendly.
Step Two: Create Your Zap in Zapier
Step Two: Create Your Zap in Zapier
Log In to Zapier:
Sign in to your Zapier account and click on “Create Zap.”
Set Up the Trigger:
Search for “Calendly” and select it as your trigger app.
Choose the trigger event, such as “Invitee Created.”
Connect your Calendly account to Zapier by logging in and authorizing access.
Test the Trigger (optional):
Test the trigger to ensure Zapier can retrieve data from Calendly.
Set Up the Action:
Search for “Element451” and select it as your action app.
Choose an action event, such as “Create/Update User.”
Connect your Element451 account to Zapier. If this is your first time, you may need an API key from Element451. You can access this information in your Element451 instance by clicking on your profile picture/avatar in the top right corner of the navigation bar and then navigating to Settings > Integrations > Zapier.
Map the Data Fields:
Select the import template you created in Element451.
Map the fields from Calendly to the corresponding fields in Element451. This might include the student's name, email, and event details.
If you have calculated fields in your Element451 template, insert an empty string (””) in those fields to prevent errors.
Test the Action:
Test the action step to ensure data is correctly sent to Element451.
Check your Element451 instance to verify that the data has been imported correctly.
Step Three: Make your Zap Live!
Step Three: Make your Zap Live!
Review and Activate:
If everything looks good, turn on your Zap.
Monitor the initial data flow to ensure everything is working as expected.
Additional Resources
For a full list of Element451 actions in Zapier and additional help videos, check out our Integration Documentation.