Zapier - Get notified/ notify your clients when they complete a lesson

  • Updated

This article will guide you on how to set up notifications to be sent to you and/or your clients whenever they complete a lesson. 

 

IN THIS ARTICLE

1. Connecting your Zapier account to your Passion.io account

2. Step 1: Setting up a Trigger

3. Step 2: Setting up an Action

4. Step  3: Test the notification

5. FAQs

 

Get notified/notify your clients when they complete a lesson

 

1. Connecting your Zapier Account to your Passion.io Account

To connect your Zapier Account to your Passion.io Account, follow the steps on this article:

Automate your success with Passion.io and Zapier

 

There are 2 steps to be completed to get notified/notify your clients when they complete a lesson.

1. Create a trigger

2. Set up an action

 

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2. Step 1: Setting up a Trigger

 

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a. Choose app & event: Lesson Completed

b. Choose an account: Passion.io Account

c. Set up trigger: If left blank, it will automatically send a notification when any lesson is completed

d. Test trigger: test should be successful

 

3. Step 2: Setting up an Action

 

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a. Choose app & event: Recommended - Email by Zapier; Send an outbound email

b. Set up an action: 

  • Enter your email address- to notify yourself 
  • Select user email - to notify your clients
  • Set up the email subject and body
  • Choose the name you want to send the email from and reply to email address

c. Test action

 

4. Step 3: Test the notification

Try completing a lesson in your app and check if you receive a notification

 

5. Frequently Asked Questions

Can I use a different tool to send an outbound email other than an Email by Zapier? 

- Yes. You can use a different tool to send an outbound email

 

Still have questions that were left unanswered? Check out our other categories for more information or use the search bar on top to find specific keywords.

 

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