Overview
Zapier is a no-code automation tool that lets you streamline workflows between different web applications. By integrating Zapier with Element451, you can easily send student data to and from Element451, eliminating the need for manual import or export tasks. Check out the full list of apps compatible with Zapier here.
Before creating Zaps, you should be comfortable with:
For a walkthrough guide on how to connect Element451 to Zapier, view our video guide at the end of this article.
Triggers + Actions
Triggers: Think of a trigger as the starting point for your automation. It’s like a cue that tells Zapier, “Hey, something just happened!” For example, if you want Zapier to do something every time a new contact is added in Element451, the new contact being added is the trigger.
List of Trigger Options
List of Trigger Options
Application Completed
Trigger when user completes an application.
Application Payment Submitted
Trigger when user submits payment an application.
Application Recommendation Letter Received
Trigger when user submits an application.
Application Submitted
Trigger when user submits an application.
Appointment Attended
Trigger when appointment is attended
Appointment Canceled
Trigger when appointment is canceled.
Appointment No Show
Trigger when appointment is marked as no show.
Appointment Scheduled
Trigger when appointment is scheduled.
Appointment Updated
Trigger when appointment is updated.
Bulk User Entered Segment
Trigger when Bulk Users Entered Segment.
Bulk User Exited Segment
Trigger when Bulk Users Exited Segment.
Decision Check List Item Changed
Trigger when decision Check List Item was changed.
Decision Released
Trigger when decision is released.
Decision Stage Changed
Trigger when decision stage was changed.
Decision Status Changed
Trigger when decision status was changed.
Document Uploaded
Trigger when document is uploaded.
User Birthday
Trigger when it's users's birthday.
User Entered or Exited Segment
Trigger when User Entered or Exited Segment.
User Entered Segment
Trigger when User Entered Segment.
User Event Registration Successful
Trigger when User Event Registration Succe
User Exited Segment
Trigger when User Exited Segment.
User Label Added
Trigger when user label is added.
User Label Removed
Trigger when user label was changed.
User Territory Changed
Trigger when User Territory Changed.
Actions: Actions are what Zapier does in response to the trigger. It’s the task Zapier performs automatically after the trigger. Continuing the example, if your trigger is a new contact in Element451, the action could be to add that contact to a Google Sheet. The action is what makes the automation useful.
List of Action Options
List of Action Options
Add Activity to User
Add a new activity to an existing user.
Add Label to User
Add a label to a user.
Add Note to User
Add a new note to an existing user.
Add Task to User
Add a new task and associate with an existing external user.
Change User Owner
Change user admin owner
Create Conversation
Send a message from a user into the Conversations inbox. A new conversation will be created. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Create Form Submission
Create a new submission for a selected form. A new user is created or an existing user is updated based on their email address.
Create Webhook Execution
Create Webhook Execution. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Create/Register Attendee to Event
Create a new Event Attendee for a selected event.
Create/Update User
Create or update an Element451 user based on an import template.
Enroll User to Workflow
Enroll a user to a workflow.
Remove Label From User
Remove a label from a user.
Send Communication to User
Send a communication to a user.
Set Milestone Application Deposit
Set Milestone Application Deposit. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Application Start
Set Milestone Application Start. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Application Submit
Set Milestone Application Submit. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Checklist Complete
Set Milestone Checklist Complete. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Date of Inquiry
Set Milestone Date Of Inquiry. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Defer
Set Milestone Defer. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Enrolled
Set Milestone Enrolled. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Interview
Set Milestone Interview. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone on Hold
Set Milestone On Hold. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Unsubscribe Email
Set Milestone Unsubscribe Email. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Unsubscribe SMS
Set Milestone Unsubscribe SMS. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Visit
Set Milestone Visit. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Waitlist
Set Milestone Waitlist. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Withdrawn
Set Milestone Withdrawn. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set User Territory
Set a user's territory.
Accessing your API URL + Feature Token
When setting up a Zap with Element451, you’ll need to connect your account. Zapier will prompt you for an API URL and Feature Token.
You can find these details in your Element451 instance by clicking on your profile picture in the top right corner of the orange navigation menu and then going to Settings > Integrations > Zapier.
If you find that your Feature Token field is blank, please reach out to your Implementation Strategist or contact Live Support. We’ll assist in generating it for you.
Once you create Zaps that are connected to Element451, they will be listed on the same page under the Your Workflows heading.
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 works as expected.
Video Guide
Additional Resources
For a full list of Element451 actions in Zapier and additional help videos, check out our Integration Documentation.