Zapier

What is Zapier?​

Zapier is an app that lets you connect your Nexudus account with other external platforms such as MailChimp, Slack or Zendesk. Once linked with Zapier, you can use the software to create a Zap, which will let you automate different processes. You can have a Zap that generates a subscriber to your MailChimp account every time someone signs up to your Nexudus account. Another example is a Zap that generates a support ticket on your Zendesk account when someone sends you a message using your Nexudus Help Desk.

  Note: To link a user with Zapier their Nexudus account needs API access, you can set this up using the Nexudus dashboard.

To enable a user API access

  1. If the side menu is not visible, click .

  2. In the side menu, click Settings.

  3. Click the name of the user you want to link to Zapier.

  4. In the Access section, select the API access checkbox.

  5. Click Save changes.

What do I need to link my Nexudus account with Zapier?
 

Open an account on both platforms. If you still don't have a Zapier account, you can sign up for one via the website.

Connecting your account with Zapier

  • Go to Settings > Integrations on the dashboard. Important: You must sign up to Zapier with the same email address that you use to log in to your Nexudus account.

  • You will see a screen where you'll have to accept the invitation to connect Nexudus and Zapier.

zap-gen-1.png
Accepting Zapier Invite
 
  • Enter your Zapier credentials to sign in to your Zapier account.

  • Click Make a Zap! on the navigation bar.

zap-gen-3.png
Choosing an App
 
  • Choose a Trigger app. This is an action within Nexudus that will trigger a process in the app that you link. There are several triggers related to different Nexudus features, such as receiving a help desk message, a member becoming inactive or a new newsletter subscriber. These actions let you sync the processes that occur on your Nexudus account with other external platforms. In this step you choose an app such as Mailchimp, Slack or Zendesk.
  • Check out Sample Connection with Zapier: MailChimp article below for an example.

Trigger Types

Nexudus supports two different types of triggers. Polling triggers and real-time triggers.

Polling Triggers

These are triggers which will run at a specific rate. Zapier will ask Nexudus for the new date at a given interval, which will depend on your Zapier plan. This usually ranges from 2 minutes to 15 minutes. Nexudus will return up to 250 records created since the last time Zapier requested data.

Nexudus provides polling triggers in Zapier for most of the records in your account but keep in mind that they way they work means that, if you plan to use these triggers when more than 250 records are created during the polling interval of your Zapier plan, some data may not reach Zapier.

Bottom line: use polling triggers only if a few records are created a time in Nexudus.

Polling triggers can also be filtered by most of the fields in a record. For example, if you wanted a trigger to only fire when a new product is added but only if the tag of the product includes the word "food", you can set these triggers in Zapier to do so.

Nexudus provides triggers labelled "New xyz..." which trigger when new records are added to your Nexudus account...

image__77_.png
Viewing a trigger
 

... and triggers labelled "Updated xyz..." which trigger when existing data is updated in your Nexudus account.

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Choosing a trigger

Real-time Triggers

These are triggers in which Nexudus sends the data to Zapier as that data is created or updated in your Nexudus account. All real-time triggers are labelled as such as you can see in the image below.

image__79_.png
Choosing a real-time trigger
 

Always favour real-time triggers versus polling triggers. Your accounts in Zapier will run shortly after the data is added or updated in Nexudus and they are not limited to the amount of data per minute they can process.

Sample Connection with Zapier: MailChimp 

There is a free version of Zapier that lets you set up some Zaps. You can look at the different price plans on the following link: https://zapier.com/app/settings/billing/plan/41.

  Note. If you don't have a Mailchimp account you can signup for one here.

To connect Zapier with MailChimp

  1. Click on Make a Zap

  2. Trigger App

    • This is an action within Nexudus that will trigger a process in the app that you link.

  3. Select a trigger, such as Nexudus Newsletter Subscriber Created, click save and continue

  4. Select Subscriber A,B or C as the test subscriber

  5. Add action and search Mailchimp, you must have a MailChimp Account

  6. Choose the app that you want to link your Nexudus account to. In this example, we're linking to MailChimp.

    zap-chm-1.pngSelecting MailChimp 

     

  7. Select the action that you want to take in MailChimp when the trigger is set off in your Nexudus account. Here, we're going to Add a Subscriber that we've got on our MailChimp account.

  8. Click Save + Continue 

  9. Test the connection with the MailChimp account that you're going to sync by clicking Test.

    zap-chm-3.png  Selecting and testing your MailChimp Account 

     

  10. Set up the template that will generate the data on MailChimp. In the List field, we've selected the list that we've got on MailChimp and that we want to sync. In the Email field, we've put the subscriber's email address that we have on Nexudus, so that these data are added to the MailChimp list.

  11. Click Save+Continue.

    mailchimp03.png Configuring merge data fields

     

  12. Check the sync by creating a test subscriber, then click Create + Continue on the next screen. Optional: If you don't want to take this step, select Skip Test and Continue.  

    zap-chm-7.png Testing MailChimp Account 

     

  13. Click Finish.

    zap-chm-8.png Completing testing  

     

  14. You have created your first Zap between Nexudus and Zapier. Now, enable it by setting Your zap is to ON and giving it an appropriate name. 

    zap-chm-9.png Turning on the Zap

     

  15. You can add as many Zaps as you want and connect them to your Nexudus account with other apps. Below, is a list of the triggers available on your Nexudus account that you can use with Zapier. We are updating this list frequently.

  16. You can add as many Zaps as you want and connect them to your Nexudus account with other apps. Below, is a list of the triggers available on your Nexudus account that you can use with Zapier. We are updating this list frequently.

List of triggers available on Nexudus that can be used on Zapier

  • New subscriber in the newsletter: Triggered when a new subscriber is added to a newsletter list.

  • New Active Member: Triggered when a new ACTIVE member is signed up via the dashboard or the space website.

  • New Booking: Triggered when a new booking is made on your Nexudus account.

  • New Blog Post: Triggered when a new Blog Post is created. Note that this trigger will fire even if the blog post has not yet been published. Check the PublishDate field to see when the blog post will be published.

  • New Event in the Calendar: Triggered when a member posts a new message on the space wall.

  • New Invoice for Member: Triggered when a new invoice is raised for a member

  • New Event in the Calendar: Triggered when a new event is published on the calendar.

  • New Active Member: Triggered when a new ACTIVE member is signed up via the dashboard or the space website.

  • New help desk message: Triggered when a member sends a new help desk message.

  • New Inactive Member: Triggered when a new INACTIVE member is found. Inactive members are those where the "Active" field has been disabled.

  • New Paid Invoice: Triggered when an invoice is paid.

  • New message in the wall: Triggered when a member posts a new message in the space wall.

  • New Active Contact: Triggered when a new ACTIVE contact is registered from the administration panel or from the members website.

  • New Inactive Contact: Triggered when a new member is registered from the administration panel or from the members website.

  • New Contact (active or not): Triggered when a new contact (ACTIVE OR NOT ACTIVE) is registered from the administration panel or from the members website.

  • New Member (active or not): Triggered when a new member (ACTIVE OR NOT ACTIVE) is registered from the administration panel or from the members website.

    Advanced Options with Zapier 

    Zapier can execute Python and JavaScript code to process data incoming from Nexudus and let you trigger actions based on the results of that processing. This example sends a message alert by email when a booking is placed and that booking is longer than two hours.

    There is a free version of Zapier that lets you set up some Zaps. You can look at the different price plans on the following link: https://zapier.com/app/settings/billing/plan/41

    1. Hook to the New Booking notification from Nexudus.

      zapier00.pngHooking to the New Booking notification from Nexudus

       

    2. Calculate the duration of the booking in Zapier.

      zapier01.png  Calculating the duration of the booking in Zapier

      This is the code in this step. Remember to create the two variables "fromTime" and "toTime" in the top part of this section.
       
      var ms = new Date(input.toTime).getTime() - new Date(input.fromTime).getTime();
      return { duration: ms / 60000 };
    3. Do a condition step to execute the Zap only if the booking is 120 minutes long or more.

      zapier03.png  Setting up filter conditions

       

    4. Send an email with the notification you want to issue.

      zapier04.png Setting up email notification 

       

     

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