Create an Account or Log In to Existing Account
Go to the Zapier website
Select the Sign Up button in the top right-hand corner, enter your information in the form, or choose Sign Up with Google
Configuring a Zap
First, select the Make a Zap! button in the top right-hand corner.
Then, choose Trainual from the drop-down menu like shown below.
Next, select your Trainual Trigger. To see a full list of options, choose "show less common options" at the bottom of the screen.
Note: We've also created a few Zap templates to make it easier for you!
Once you have selected your Trainual trigger, you can connect your account. Do this by clicking the “Connect” button.
A window will pop up asking you to login to your Trainual account, as shown below.
Enter your email and password used to login to your Trainual account along with your account's subdomain, then click "Yes, Continue."
Don’t have a Trainual account yet? No problem! Sign up on https://trainual.com/getstarted then come back to connect your account.
Once you connect your account, you'll see it listed like shown below.
Then you can test your connection. If it works, you'll be prompted to select an item from the drop down. In this case, our trigger is "Subject Completed," so we need to choose a Subject from our Trainual account.
Zapier will then attempt to test that the endpoint works, click "Fetch & Continue."
If the test works, you'll get a confirmation showing that it was successful. Click "Continue" to proceed to choosing your Action App, the app you wish to connect Trainual with to create a Zap.
In this example, we are going to connect Trainual with Slack.
We are going to select "Send Direct Message" so that when a user completes a Subject, their manager will be notified via Slack. The next step is connecting your Slack account to Zapier, just as we did with Trainual earlier.
Click "Connect" and then a pop-up to sign in to your workspace on Slack will appear.
Type in your workspace's URL, then you'll be prompted to enter your email address and password. It will then ask you to Authorize access to your account, click the green "Authorize" button to proceed.
Follow the same steps as before to test the account and then click "Save + Continue."
From here, you will need to set up how you'd like the Slack Message to look when it sends. In this case, only the first two fields are required. Choose a username from the drop-down and enter message text (what will appear when the Zap fires) then click "Continue."
Zapier will then prompt you to send a test to Slack.
If the test goes through on Slack, click "Finish." The next screen will ask you to name your Zap and turn it on.
Enter a name and toggle off to on. Your Zap is now ready!