Integrating HR Learn with Zapier

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Overview

Zapier is a tool that helps you automate tasks between two or more applications without the need for coding. When an event happens in one application, Zapier can tell another application to perform a particular action.

Inquisiq LMS can now integrate with any application that also supports Zapier. You can use this integration to synchronize data between Inquisiq LMS and a variety of other services.

This is a step-by-step guide on how to use Inquisiq LMS with Zapier. To begin, you will need to create a Zapier account using the following link - https://www.zapier.com. You will also need to have the Zapier integration enabled and activated in your Inquisiq LMS portal (see Enabling Zapier Integration below). Creating a Zapier account is free and includes basic functionality you need to start integrating your Zapier-supported applications.

Currently Inquisiq LMS offers the following Zapier triggers and actions:

Triggers

Triggers answer the question: “What events in Inquisiq LMS can Zapier listen for?” The following events in Inquisiq LMS can be pushed to Zapier:

• New User Created – This event fires when a new user is created in Inquisiq LMS.
• New Course Enrollment Created – This event fires when a new course enrollment is created for a user in Inquisiq LMS.
• Course Enrollment Completed – This event fires when a user completes a course enrollment in Inquisiq LMS.
• New Learning Path Enrollment Created – This event fires when a new learning path enrollment is created for a user in Inquisiq LMS.
• Learning Path Enrollment Completed – This event fires when a user completes a learning path enrollment in Inquisiq LMS.

Actions

Actions answer the question: “What should my users be able to do in Inquisiq LMS via Zapier?” The following actions in Inquisiq LMS can be triggered from Zapier:

• Create New User – Creates a new user in Inquisiq LMS.
• Create New Course Enrollment – Creates a new enrollment of a course for a user in Inquisiq LMS.
• Get User by ID – Retrieves an Inquisiq LMS user’s information by its identifier.
• Get User by Username – Retrieves an Inquisiq LMS user’s information by its username.
• Get Course by Name – Retrieves information for a course in Inquisiq LMS by its name.

Enabling Zapier Integration

Zapier integration requires the Inquisiq LMS API to be configured in your portal. To configure the Inquisiq LMS API, sign into your portal as an administrator, and go to System > API. Ensure “API Access” is “On” and you have set up an “Authentication Key.”

Once you have configured your API key, you can enable Zapier by checking the box “Enable Zapier integration on this portal.”

Click “Save Changes” to save your API configuration, and you are ready to start integrating with Zapier.

Creating a “Zap”

A “Zap” is an automated workflow in Zapier that connects your apps and services together. Every Zap consists of a trigger step and one or more action steps. When you turn your Zap on, it will run the action steps every time the trigger event occurs.

This guide will walk you the process of creating a “Zap” that sends an email through Gmail when a new user is created in your Inquisiq LMS portal. To get started, sign into your Zapier account and click “Make a Zap.”

First, we will create a trigger on the Inquisiq LMS event “New User Created.” Start by typing “Inquisiq” in the “App Event” box, then click “Inquisiq LMS (1.0.0).” If you do not see “Inquisiq LMS (1.0.0)” in the list, please go to the following link (https://zapier.com/developer/public-invite/131821/6103fd6102b73e9795040fd23ac8377e/) and retry this step.

Next, you will select “New User Created” as the “Trigger Event”, then click “Continue”.

Next, you will need to connect your Inquisiq LMS portal to Zapier by selecting “Connect a new account” from the “Choose account” drop-down. This will launch a pop-up window where you will enter your Inquisiq LMS portal hostname and your API key. Once you have entered that information, click “Yes, Continue” to connect your portal to Zapier, then click “Continue.”

Next, you will finalize your trigger configuration by clicking “Test Trigger,” then clicking “Continue.” Now that your trigger has been configured, you will create an action for when that trigger is fired. For this guide, we will be sending an email via Gmail that contains information about the newly created user. In the “Action” window start typing “Gmail” in the “App Event” box, then select “Gmail.”

Next, you will select “Send Email” as the “Action Event”, then click “Continue”.

Next, you will need to connect your Gmail account to Zapier by selecting “Connect a new account” from the “Choose account” drop-down. This will launch a pop-up window where you will be prompted to sign into your Gmail account. Once you have entered that information, click “Allow” to connect your Gmail account to Zapier, then click “Continue.”

Next, you will configure the email Gmail will send when a new user is created in your Inquisiq LMS portal. In the “To” field, enter the email address you want Gmail to send the email to. This can be your email address, or the user’s email address pulled from the “New User Created” trigger, depending on who you want to receive the email. For this guide, enter your email address.

Now select your Gmail account in the “From” field drop-down.

Now, enter a subject and body for the email in the “Subject” and “Body” fields. You can type anything you would like in these fields, and even include information about the newly created user from the “New User Created” event.

Once you are finished configuring the email click “Continue,” then click “Test & Continue.” This will send an email with test data via Gmail to the email address specified in the “To” field. Finally, click “Turn on Zap” to activate your “Zap.” Now, whenever a new user is created in your Inquisiq LMS portal, the “Zap” will be triggered.

Congratulations on creating your first Inquisiq LMS integration with Zapier. For more information on creating and managing “Zaps” please visit https://zapier.com/help/create.