Zapier: Creating Your First Zap

With Zapier, you can quickly and easily send participant data, bookings, invoices, etc., from edoobox to a specific third-party system, without requiring development expertise.

Using edoobox with Zapier

To do this, you’ll first need to create an account on zapier.com so you can set up the connection. Zapier is a user-friendly web service that allows you to automate actions between the web applications you use every day. This makes it easier to work with edoobox and various other apps.
With Zapier, you can quickly and easily connect edoobox to another software solution—no development knowledge required.

Creating the First Zap

Create Zap for New Participants

What should happen as soon as a new participant registers on your edoobox account? Should their contact details be saved directly as a new Google Contact? Do you want to be notified by email? You decide what task should be created.

First, link your edoobox account with Zapier.

In Zapier, under "My Apps," search for the edoobox app. After clicking " Connect ," a separate window will appear where you can enter the edoobox API keys (Public Key D and Secret Key E ).

You can find the «API Access Management» in the edoobox settings within your edoobox Account V2. Here, API Keys can be generated. Click on «Add Key» F and select the Zapier permission under Rights. After clicking «Add», a Public and a Secret Key will be displayed in a window. Copy both keys to your clipboard and save them in a secure location. The Secret Key is only displayed once! You can find more information under edoobox API.

Once you've linked your edoobox account, you can test the connection G. After a successful test, you can start creating your first Zap.

Via «Create Zap», you will directly access the first trigger, for which you now select the edoobox App H.

After selecting the app, choose an event for the trigger. In this example, we’ll choose “New User Created.” This trigger is activated when a new user signs up.

As the final step for the first trigger, select the edoobox account you previously connected. The connection can be re-verified at this point; if successful, the trigger will receive a checkmark J to confirm the connection.

After the trigger, the action is selected. To do this, search again in the search field for the corresponding app into which the participant should be imported. As an example, we use Gmail. If a new participant now registers for one of your courses, an email should be sent K from your Gmail account. However, the Gmail account must first be linked in the next step.

Afterward, individual specifications can be made, such as which email address(es) the emails should be sent to, defining a subject, body text, and much more.

Here too, a test can be performed to ensure that the email is sent correctly and reaches the recipient.

Finally, «Turn on Zap» and you're ready to go!

Related Guides

• Zapier - New Invoice

• edoobox API

• Participant Data Fields

• Possible Zapier Templates with edoobox

Keywords for this guide

Zapier ¦ Zap ¦ Trigger ¦ Action ¦ Gmail ¦ Google Contacts ¦ Google Calendar