New leads generated for your Event can be sent via API to your Zapier account. Either at time of registration or at any point during your Timeline, targeting and pinpointing your audience and sending their data to Zapier.
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Timeline Actions:
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Adding your Zapier Account to AEvent
Adding your Zapier Account to AEvent
In order to add your Zapier Integration you will need to first navigate to Integrations within AEvent, click Add Integration and then search / select Zapier.
Then name your integration as you see fit, and click 'Add'
A pop-up will appear providing a Special link to Zapier, along with a unique Key.
Copy your unique key from the AEvent popup, then click the link, pasting the Key provided by AEvent into the secondary Zapier Popup.
(If you are not already logged into Zapier, you may need to login, then click thru the link again).
Once you paste your Key into the Zapier Popup, MAKE SURE you click, Continue ON the AEvent Popup, THEN click on Yes, Continue to AEvent (on the Zapier Popup).
Once your Zapier account has been successfully added, you will see it's Connected state, and you are able to click on 'Test'.
A successful connection will yield a positive test result. Congratulations, your Zapier account is now successfully connected to AEvent!
Creating and Configuring a Zap to work with an AEvent Timeline
Creating and Configuring a Zap to work with an AEvent Timeline
In order to utilize your Zapier Integration within AEvent, you first need to create a new Zapier flow, that uses AEvent as the Trigger.
First, login to your Zapier account, and click on +Create Zap, then under Trigger, Search for, and select AEvent.
Next under Event, Select New Event Registration and click Continue
Now you need to define a Label/Trigger. (This will be used later in the tutorial, back inside AEvent.)
Label this in order to identify which AEvent Trigger will invoke this Zap. (If your timeline is named ABC Timeline, name this ABC Timeline Trigger A, et).
After making your entry and clicking on Continue. we need to test the trigger.
Once clicking on Test Trigger, we are presented with a list of past Registrants. Select one, and click on Continue.
Zapier will now prompt you to create an action, as the Trigger portion of this Zap is now complete.
Select the Integration and Action within your Zapier account that you want to pass the Registration data to.
Based upon what you are doing with your Zap, you have access to all the fields displayed below:
Once you've created at minimum a single action within your Zap, you can then Publish (Publishing your Zap is imperative to activating it within your AEvent Timeline. IF YOU DO NOT PUBLISH YOUR ZAP FLOW, the trigger will not be available for use within AEvent.)
Once Published, and you see the green 'On' symbol as shown above, head back inside the AEvent App. Now you need to activate your Zapier Integration within the timeline you are working with.
To do this, open the timeline you are working on.
Then select Integrations, set your Zapier Integration as Active, then click on the cogwheel to define your on-registration settings.
If you want AEvent to send Registrant Data On-Registration, then enable the checkbox, and select the Trigger you made in the Zap creation process. If the newly made trigger isn't listed, click Refresh, then select. If still not present, please scroll up, and ensure your Zap has been successfully published.
IF you do NOT want to send Registrant data at time of Registration, you would simply NOT check this, and you would be able to use this trigger with a Timeline Action. (Tutorial Below)
If you DO use this trigger for On-Registration, but you also wish to send data to Zapier using Timeline Actions, simply created another Zap, select your AEvent Integration, and create a new trigger. Back inside AEvent use Refresh to pull in that additional trigger for use.
Within the Integration Settings, we can select to either initiate a call to this Zap on-registration OR if left unchecked, we can use this Zap within a Timeline Action.
Creating a Timeline Action to Initiate a Zap
Creating a Timeline Action to Initiate a Zap
Setting up a timeline action to initiate a Zap is simliar to the steps taken in the tutorial above. First we need to create a new Zap within Zapier, and then create a new AEvent Trigger.
click on +Create Zap, then under Trigger, Search for, and select AEvent.
Next under Event, Select New Event Registration and click Continue
Now you need to define a Label/Trigger. (This will be used later in the tutorial, back inside AEvent.)
Label this in order to identify which AEvent Trigger will invoke this Zap. (If your timeline is named ABC Timeline, name this ABC Timeline Trigger A, et).
After making your entry and clicking on Continue. we need to test the trigger.
Once clicking on Test Trigger, we are presented with a list of past Registrants. Select one, and click on Continue.
Zapier will now prompt you to create an action, as the Trigger portion of this Zap is now complete.
Select the Integration and Action within your Zapier account that you want to pass the Registration data to.
Based upon what you are doing with your Zap, you have access to all the fields displayed below:
Once you've created at minimum a single action within your Zap, you can then Publish (Publishing your Zap is imperative to activating it within your AEvent Timeline).
Once Published, and you see the Green On symbol as showing above, head back inside the AEvent App. If your Zapier Integration is already activated on your timeline, you can process to the Timeline Builder and creating the action. (If not, you'll need to activate your Zapier Integration in Timelines ➜ Integrations)
Within the Timeline builder start by creating an action, selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Zapier Integration, Send Trigger Data and select the Trigger ID you created when making the new Zap.
Once you've selected the Trigger ID / Zap you want to send data to with this action, just click on Create.
Your Send Trigger Data Timeline Action has now been created, and you can view it on your timeline. Per the example above, at 9AM the day after your Event, an action will occur that will send all the registrant data matching the audience you selected, to your Zapier Zap.
How to reconnect your Zapier Integration
How to reconnect your Zapier Integration
If you are encountering issues with your Zapier integration it is possible that the API key issued from Zapier has been reset, or changed. If you click 'Test' and it is NOT successful, first step we recommend is reconnecting your integration.
A pop-up will appear providing a Special link to Zapier, along with a unique Key.
Copy your unique key from the AEvent popup, then click the link, pasting the Key provided by AEvent into the secondary Zapier Popup.
(If you are not already logged into Zapier, you may need to login, then click thru the link again).
Once you paste your Key into the Zapier Popup, MAKE SURE you click, Continue ON the AEvent Popup, THEN click on Yes, Continue to AEvent (on the Zapier Popup).
Once your Zapier account has been successfully added, you will see it's Connected state, and you are able to click on 'Test'.
A successful connection will yield a positive test result. Congratulations, your Keap account is now successfully Re-connected to AEvent!
How to remove your Zapier Integration from AEvent
How to remove your Zapier Integration from AEvent
If you want to remove your Zapier integration from AEvent, you need to navigate to Integrations, locate your Zapier integration and click on the trashcan icon.
You then will be prompted to confirm deletion.
(NOTE: Removing this integration will immediately effect it's use with any timelines that it is active in.)
IF you are experiencing issues with this integration, but do not desire to REMOVE it, we recommend on reconnecting it instead. This will allow it's configuration to
continue as set within your timelines.
Once you confirm removal, the integration within AEvent no longer exists.
🆘 Troubleshooting: 🆘
If you have any problems with your integration the first thing to do is press the "Test" button on the Integration.
This will confirm if the connection to Zapier is valid. If you continue to have problems,
you can try reconnecting the integration or reach out to our Support Team!