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how_to_integrate_efrontpro_and_zapier

Zapier is a service that can help you automate tasks between pairs of online services (services like Salesforce, Basecamp, Gmail, and 190 more). In essence, zapier lets you integrate 2 systems through their API without writing even one line of code.

This is a step-by-step guide on how to use TalentLMS services via Zapier. Starting, you need to create a zapier account – it is free to do so.

Currently TalentLMS-Zapier service offers the following triggers and actions (more on zapier actions and triggers here):

Triggers

  • New User: It is triggered each time a new user is created in your eFrontPro system\

The result of this trigger is a JSON format that contains details about the new users in the following format:

{
    "version": "1.0",
    "data": [
        {
            "surname": "Doe",
            "name": "John",
            "id": "1",
            "login": "professor",
            "balance": "0",
            "email": "johndoe@efrontlearning.net"
        },
        {
            "surname": "Smith",
            "name": "Jim",
            "id": "2",
            "login": "student",
            "balance": "0",
            "email": "jimsmith@efrontlearning.net"
        },
        {
            ....        
        }
        ....
    ],
    "success": true,
    "executionDuration": 0.0021
}
  • New Course: It is triggered each time a new course is created in your eFrontPro system

The result of this trigger is a JSON format that contains details about the new courses in the following format:

{
    "version": "1.0",
    "data": [
        {
            "public_id": "967c2e26",
            "description": "Information security, sometimes shortened to InfoSec, is the practice of defending information from unauthorized access, use, disclosure, disruption, modification, perusal, inspection, recording or destruction. It is a general term that can be used regardless of the form the data may take (electronic, physical, etc.)",
            "categories_ID": "14",
            "price": null,
            "delivery": "0",
            "course_type": "elearning",
            "show_catalog": "1",
            "course_code": "123456",
            "id": "31",
            "name": "Information Security"
        },
        {
            "public_id": "b96ee07c",
            "description": "Google AdWords is an online advertising service that places advertising copy at the top, bottom, or beside, the list of search results Google displays for a particular search query. The choice and placement of the ads is based in part on a proprietary determination of the relevance of the search query to the advertising copy.",
            "categories_ID": "14",
            "price": null,
            "delivery": "0",
            "course_type": "elearning",
            "show_catalog": "1",
            "course_code": "",
            "id": "32",
            "name": "Google Adwords"
        }
        {
            ...
        }
        ...        
    ],
    "success": true,
    "executionDuration": 0.004
}
  • New Category: It is triggered each time a new category is created in your eFrontPro system

The result of this trigger is a JSON format that contains details about the new categories in the following format:

{
    "version": "1.0",
    "data": [
        {
            "id": "14",
            "name": "Demo Courses"
        },
        {
            "id": "12",
            "name": "eFront"
        },
        {
            ...
        }
        ...
    ],
    "success": true,
    "executionDuration": 0.01
}
  • New Branch: It is triggered each time a new branch is created in your eFrontPro system

The result of this trigger is a JSON format that contains details about the new branches in the following format:

{
    "version": "1.0",
    "data": [
        {
            "public_id": "d7358c40",
            "id": "1",
            "name": "Branch1"
        },
        {
            "public_id": "f536f97c",
            "id": "2",
            "name": "Branch2"
        }
        {
            ...
        }
        ...
    ],
    "success": true,
    "executionDuration": 0.003
}
  • New Group: It is triggered each time a new group is created in your eFrontPro system

The result of this trigger is a JSON format that contains details about the new groups in the following format:

{
    "version": "1.0",
    "data": [
        {
            "id": "1",
            "name": "Group1"
        },
        {
            "id": "2",
            "name": "Group2"
        }
        {
            ...
        }
        ...
    ],
    "success": true,
    "executionDuration": 0.004
}

Actions

  • Create User: This action allows you to signup users to your eFrontPro system.

It receives the following action fields: Login, Name, Surname, Email, Password. These fields are required for the new user to be created

  • Create Course: This action allows you to create new courses to your eFrontPro system.

It receives the following action fields: Name, Category, Description, Course Type, Course Code. The fields Name and Category are required. The rest of the fields are optional.

  • Create Branch: This action allows you to create new branches to your eFrontPro system.

It receives the following action fields: Name, URL (the URL of the branch you are going to create), Parent (the parent branch of the branch you are going to create), Public ID. The fields Name and URL are required. The rest of the fields are optional.

  • Add User to Course: This action allows you to assign users to courses in your eFrontPro system.

It receives the following action fields: Course ID (the id of the course the user is going to be assigned to), User ID (the id of the user you are going to assign to the course). Both fields are required.

  • Add User to Group: This action allows you to assign users to groups in your eFrontPro system.

It receives the following action fields: Group ID (the id of the group the user is going to be assigned to), User ID (the id of the user you are going to assign to the group). Both fields are required.

  • Add User to Branch: This action allows you to assign users to branches in your eFrontPro system.

It receives the following action fields: Branch ID (the id of the branch the user is going to be assigned to), User ID (the id of the user you are going to assign to the branch). Both fields are required.

  • Update User's Status in a Course: This action allows you to update the status of users to courses in your eFrontPro system.

It receives the following action fields: Course ID (the id of the course the user status is going to be updated), User ID (the id of the user you are going to update), Score, Status, Timestamp. The fields Course ID and User ID are required

Connecting you account

When using Zapier with eFrontPro, you will be asked to connect your eFrontPro system with Zapier. To do so, you should visit the Zapier Connected Account page (take a note, that this step can be performed also, while you are building one of your Zaps).

Let us see how you would connect your eFrontPro account. You shall need your eFrontPro domain and your eFrontPro API key.

  • eFrontPro domain is the url of your eFrontPro installation
  • eFrontPro API key, you can find this when you login in your eFrontPro installation as administrator and navigate to System Settings > Integrations > API. Over there click to enable API, click save and then copy your API key.

Next step is actually connecting your account. Go to Zapier's connected account page and among the list of services for new account to connect select eFrontPro. A pop up window will appear, much like in the following screenshot

That's it… you are now ready to proceed with using eFrontPro with Zapier

A working example

For demonstration purposes we are going to use eFrontPro Zapier service along with the corresponding service of MailChimp. For even more options you can explore all services provided by Zapier.

Let us create a Zap that will get new subscribers from MailChimp lists and will sign them up in your eFrontPro system as new users. Go to your Zapier dashboard and click to create a new Zap.

First you need to setup your trigger, which actually the point where you are getting your data from. In this case we are using MailChimp.. so go on and select MailChimp…

The next this is to actually select a MailChimp trigger… go on an select the New subscriber trigger…

Next, you need to connect your MailChimp account. Remember you can either do this from the Connected Accounts Zapier page or in this step of setting up your Zap. In this step we assume that you have already a connected MailChimp account which is working correctly.

Now, you need to select a MailChimp list from which your Zap is going to pull new subscribers..

Once you have done so, click to test that data come along successfull and you are done setting up your trigger..

The next step is to select eFrontPro for your action and more specifically the action Create User.

Next, connect your eFrontPro account or select one from the list (if you already have done this step from the Connected Accounts Zapier page)

The following step is setting up the template for your Zap

match up each field coming from your MailChimp trigger to the corresponding action field in the eFrontPro action…

Once you are done your template should look like this

Go on and test your Zap

That's it… Now a new user is created in your eFrontPro system… Let this Zap go live and from now on every time a new subscriber is registered in the MailChimp list you defined in the beginning is going to be also signed up as a new user in your eFront system