Zapier: Create the first Zap
Please note that free support for this subject area is limited. If you require more extensive support, we are happy to offer you paid services.
With Zapier, you can have edoobox quickly and easily send participant details, bookings, invoices, etc. to a specific third-party system without any development know-how.
Application example: Newsletter registration
For example, if a user registers for one of your courses, the participant data is immediately synchronized with the newsletter system, allowing you to send marketing emails to the customer.
Use edoobox with Zapier
You need an account on zapier.com beforehand so that you can create the link. Zapier is a user-friendly web service that allows you to automate actions between the web applications you use on a daily basis. This makes it easier to work with edoobox and various other apps.
With Zapier, you can link edoobox to another software solution quickly and easily without any development knowledge.
Example: New participant
When a new participant registers A, a new Google contact B should be created (if it does not already exist) and an info mail C should be sent to you.
Triggers
Create the first Zap
Create Zap for new participants
What should happen as soon as a new participant logs into your edoobox account? Should their contact details be saved directly as a new Google contact? Would you like to be notified by e-mail? You decide what kind of task should be created.
First, link your edoobox account with Zapier.
In Zapier under "My Apps", search for the edoobox app. After clicking on Connect , this separate window appears in which the edoobox API keys (Public Key D and Secret Key E) can be stored.
Connect edoobox
You can find the "API access management" in the edoobox settings in your edoobox account V2. The API keys can be created here. Click on "Add key" F and select the Zapier right under Rights. After clicking on "Add", a public and a secret key are displayed in a window. Copy both keys to the clipboard and save them in a safe place. The secret key is only displayed once! You can find more information on this under edoobox API.
API access management
After you have linked your edoobox account, you can test the connection G. After a successful test, you can start recording the first Zap.
Test Connection
Via "Create Zap" you can go directly to the first trigger, for which you now select the edoobox App H.
Please note: Use of triggers is limited
The same instant trigger can be used a maximum of twice by the same account. This means, for example, that you can use the "New User Created" trigger for a maximum of two Zaps.
choose app
After selecting the app, select an event for the trigger. In the example, we choose "New User Created" I This trigger is triggered when a new user logs in.
app&event
Info: Instant & Polling
A distinction is made between instant and polling. With Instant, the request is only executed if a new subscriber has actually logged in. With polling, a query is executed every 5 minutes to check whether a new subscriber has registered. In addition, not all additional fields are supplied with polling.
Tip: Use Instant
We recommend that you use the instant option if possible. Also in view of the fact that the polling option may no longer be available in the future.
As the last step of the first trigger, select the edoobox account that you have previously connected. The connection can be checked again at this point; if it is successful, the trigger receives a J tick to confirm the connection.
Test Trigger
The action is selected after the trigger. To do this, search again in the search field for the corresponding app in which the participant is to be imported. As an example we take Gmail. When a new participant registers for one of your courses, an email should be sent from your Gmail account . However, the Gmail account must first be linked in the next step.
Connect third-party system
Individual details can then be entered, such as the e-mail address(es) to which the e-mails should be sent, a subject and body text, and much more.
set up action
A test can also be carried out here to check whether the e-mail is actually sent correctly and reaches the recipient.
Check connection
Finally, "Turn on Zap" and off you go!
Switch on Zap
Please note: Not all Zaps possible on V1
Some Zaps are only executed by V2. Here is a brief overview:
V1: New Booking | New Invoice | New User
V2: New Booking | New Invoice | New User | New Date | New Offer
Tip: Use templates
Save time and use our templates for a new Zap. Click here for the edoobox app templates.
or
to view a small selection of apps and ideas that can be used with edoobox.
Problem: Errors with a Zapier Zaps
To determine the error in the Zap, edoobox Support requires the following information:
Which edoobox Zapier version is used?
Error message from the Zapier history. Please send us the Zap history of a task so that we can determine the error. You can find detailed instructions in the video (from second 50). https://help.zapier.com/hc/en-us/articles/8496291148685-View-and-manage-your-Zap-history
Share with us the Zap used: https://help.zapier.com/hc/en-us/articles/8496292155405-Share-a-copy-of-your-Zap#get-your-sharing-link-0-0
Related instructions
Keywords for these instructions
Zapier ¦ Zap ¦ Trigger ¦ Action ¦ G-Mail ¦ Google Contacts ¦ Google Calander