Connecting Your ACTIONERA Account to Zapier & Creating A Zap


Live training given on 11/17/22 by Robert Evans (example in training: AWeber)


QUICK ACCESS GUIDE

How To Create a Free Zapier Account


Sign up for a FREE Zapier Account if you don’t have one already

  1. Sign up with Google SSO for simplest experience.
    1. You can use the same email you created for your Android developer account if you don’t have another Gmail address
    2. Or you can create a new Gmail address specifically for this.
  2. You will need to answer a few questions to get set up.

Currently, the FREE account allows you to have 5 “Zaps” and perform up to 100 “Tasks” per month


Zapier Basics

A Zap is the term for an automated workflow. It includes one trigger (something that happens in one app that will start the workflow), and at least one action (something that the Zap does automatically for you).


Each time a Zap is triggered, that starts a run which runs the Zap’s actions in sequence. Each time an action successfully does something (like sending an SMS, or updating a contact), that uses one task. 


The plan you would need depends on your overall usage (how many Zaps you have running, how many tasks they use etc).

 

Get more Zapier Help:



Accept the ACTIONERA Invite


Once you have a Zapier account:

  1. click HERE to access the ACTIONERA Invite
  2. Click Accept Invite & Build a Zap


Build a Zap


There are 2 types of Zaps you can do:

  • New Member
  • Tag Unlock


The Zap being created in this article is the New Member Zap. When someone is added to your ACTIONERA app, they also get added to your mailing list (in this article, example: LeadConnector/GoHighLevel)

**NOTE: For the next steps to work, you need to first accept the invite at the above link***

 

1. Click Create Zap

2. Click on Trigger

3. Choose your App & Event

  • Type in ACTIONERA
  • You will see two options. Choose Actionera (1.1.1) Latest


4. Choose an Event

  • In this example, choose New Member
  • Click Continue


5. Sign into your ACTIONERA Account

  • Click Sign-in
  • Use your Creator account (Content Portal login and Password)
  • Account email should now appear.
  • Click Continue

6. Choose the value for the App ID

  • You should see the name of your app on the list
  • If you have multiple apps, choose the app you are creating this Zap for
  • Click Continue

7. Test the Trigger


This tests the “trigger” of the zap. It is going to go into your ACTIONERA account and grab a sample member on the list.


PRO TIP #1: Don't choose Apple or Android for this test.

If you see “Apple” or “Android” as the first member, choose a different member. It is literally going to add this person to your mailing list.

 

  • Click Test Trigger
  • Select a member from the list (not apple or android)
  • Click Continue with Selected record

8. Set the Action


  • Select your email system (in this example we chose LeadConnector which is GoHighLevel aka The Marketing Portal)

9. Choose an Event


  • For this example, we choose Add/Update Contact
  • Click Continue


10. Click Sign In

  • You will be prompted to input your API Key

  • To find this in The Marketing Portal, go to Settings and navigate to the bottom of the General Information section of your Business Profile (above the blue, Update Information button)
  • Paste in your API Key
  • Click Yes, Continue to LeadConnector
  • Click Continue


PRO TIP #2: Guided API Steps

In some cases, you will be led through guided steps to set up the API, in order to link up the two apps (ACTIONERA and your mailing system) so that the fields can be automatically populated.


11. Fill out the fields

  • Choose the ACTIONERA App fields that correspond to the users’ name, email address and the tags they have:
    • Full Name
    • Email
    • Tags
  • The Mark as Lead field is a required field. Choose True from this list.
  • Click Continue then Test Step
  • You will get an on-screen notification if it was successful or not. Sample success screen:

PRO TIP #3: Creating a NEW tag

Certain CRMs will allow the creation of a NEW, custom tag in the Content Portal FOR YOU. In other cases, you will still need to create the list segment in the CRM yourself. This new tag can be used to trigger a new email sequence in your CRM.

 


12. If successful, click Publish Zap

  • Click Publish and Turn On (this uses 1 of your 5 free zaps)
  • You will get a success screen/on screen notification:


13. Login to your email system to confirm the test worked. You should see the new user on your list under Contacts.


14. You can change the name of your new Zap by clicking the name in the top right corner:



PRO TIP #4:Repeat this process for a "Tag Unlock" Zap

Repeat this process, but choose "Tag Unlock" for the Event in order to create a second zap that updates your contact in GHL when they unlock a new tag in your app!