A brief summary of setting up your Zapier Integration
This article assumes that you are familiar with Zapier as a platform, and how it works.Save time and reduce manual admin work with Zapier integration. You can use it as a bridge between Class Manager and other services you use.
To link your Zapier account with Class Manager you will first need to enable the Zapier Integration from within Class Manager by navigating to Settings > Integrations > Zapier and toggle to Enabled.
Once you have enabled the Integration, you will need to click the ‘Follow this Link’ option to accept the invitation to integrate Zapier with Class Manager.
After clicking this link you will be given the option to accept the invite to begin building your Zaps.
In order to finalise the connection, you will need to create a Zap selecting Class Manager as the App, and any of the Event Triggers as the Event.
This will then allow you to click into the account drop down, where you will have the option to Sign in to Class Manager to finalise the connection, however, before this you will need to copy the Zapier API Key from Class Manager, which can be found under the ‘Follow this link’ option on Class Manager
With the API key copied you will then need to paste it into the Zapier API Key option. Then select ‘Yes, continue to Class Manager’
The final step will be to test the connection, this will test the connection based on the event trigger that was selected.
What triggers does Class Manager have with Zapier?
Zapier can make a trigger when Class Manager makes any of the following actions:
- Customer created / deleted / updated
- Student created / deleted / updated
- Invoice created / deleted / updated
- Order created / deleted / updated
- Leads created
- PAYG booked
- Payment created / deleted
- Trial lesson booked / updated