How to setup Zapier integration with GetCertified and create Zaps

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This article aims to explain the process of Zapier integration setup with GetCertified and explain the instructions on how users can create a Zap.

Introduction

Zaps are the services that provide connecting with many different applications that have been integrated with Zapier. Setting up the Zapier integration with the application you choose is needed to create a workflow and create the new Zaps.

To create Zaps using the YouTestMe application, you can choose one of the integration options. You can create a Zap that will perform one of the actions offered (create, update, or delete users). The most effective way to connect with the application is using triggers.

Zap workflow will execute each time user creates, updates, or delete the user, and the administrator will receive the notification regarding the event.

Sign in to Zapier

Navigate the YouTestMe Zapier integration link. You can sign in to Zapier using:

  1. Google account.
  2. Facebook account.
  3. Microsoft account.
  4. Work email.

Create an account using the work email option

To create a new Zapier account :

  1. Enter the work email.
  2. Enter the First name.
  3. Enter the Last name.
  4. Enter Password.
  5. Click the “Sign up with email” button.

Set up the additional information:

  1. Choose your profession.
  2. Choose the industry.
  3. Enter the number of employees.
  4. Click the continue button.

Zapier integration with YouTestMe GetCertified

To create the Zapier workflow:

  1. Navigate the YouTestMe Zapier integration link.

     2. Choose the action and the triggers.

Create a Zap

To create Zaps:

  1. Select the “Zaps” option on the left-side menu.

2. Click the “Create Zap” button.

3. Set up trigger – an event that starts your Zap.

4. Search for your application.

5. Select the application – YouTestMe.

6.Choose the trigger type – for example, “New user.”

7. Click the “Continue” button.

8. Click the “Sign in to YouTestMe” button, and the pop-up window will show.

In the pop-up window:

  1. Enter username.
  2. Enter password.
  3. Enter the API URL.

After logging to YouTestMe GetCertified:

  1. Click the “Continue” button.
  2. Then, click the “Test trigger” button.

    Note: You will receive the information about the last created user on the server.
    3. Then, click the “Continue” button to configure the action.

    Note: An action is an event a Zap performs after it starts. Choose the app you will use for the event. For example, choose Slack.

    1. Click “Continue”, and choose the account.

    2. Sign in to Slack, and allow Zapier to access the Slack workspace.

    3.Choose the account to send the direct message.

    4.Click the “Continue” button.

    5. Set up an action (sending direct message to the Slack).

    Configure the following parameters:

    1. Send multi-message – choose Yes or No.
    2. Specify the user that will receive a direct message.
    3. Message text – Specify the text of the message. You can enter the text and data.
    4. Send message as a bot? – Choose Yes or No.
    5. Specify the bot name, which appears as a bold username above the message – the default name is Zapier.

      Note: There are other useful settings available.

      Set up a message text

      1. The message contains the text and selected user data.
        Note: You can customize the message text and data as per your wish.
      2. Select a Slack username from the dropdown list to send the message.

      3. Click the “Continue” button.

      4. Preview the message data.

      5. Test sending the direct message.

      6. Click the “Test & Continue” button.

      Note: You will see the confirmation that the message has been sent to Slack.

       

       

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