This article will walk you through Wodify's integration with Zapier, an automated tool that allows admins to take back control of repetitive tasks.
In this article we will cover:
Zapier Terminology
Zap: A link between the two apps you connected on Zapier. Consider it automation for a repetitive task. When creating a Zap, you must first choose a trigger. After choosing a trigger, add at least one action. Now, you’re ready to turn your Zap on!
App: An application or web service — like Google Docs, Slack, or Infusionsoft software. Zapier offers integrations with more than 750 apps.
Task: A single action performed by Zapier. One Zap can perform multiple tasks.
Trigger: A Trigger is an event that initiates the Zap.
Action: An Action is an event that the Zap performs.
Creating a Zap
Note: Wodify Zapier Integration for Leads requires the Promote Subscription Tier.
Zapier Help Video:
Getting Started:
- Create a free Zapier account at Zapier.com.
- Click the Make a Zap button from your Zapier dashboard to go to the Zap editor.
Setting Up a Trigger:
The steps below will guide you in setting up your Trigger, which is the event that initiates the Zap.
- First, choose the App that will initiate the Trigger.
- Then, select the Trigger.
- Next, you’ll connect to your Trigger App by choosing it from your list of connected accounts or choosing Connect an Account.
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To connect to your Wodify account, you’ll need to enter your API Key. To access your API Key in Wodify, go to Digital Presence > Web Integrations > API Keys and create an API key by giving it a name and clicking on the checkmark.
- Copy and paste the newly generated API Key into Zapier and click Continue.
- Now that your Wodify Account has been added, click Save and Continue.
Triggers have different options and the ability to customize:
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When using Wodify Core as your Trigger, you’ll have to select if you’d like the Trigger to activate when:
- A “New” lead or client is added
- A lead or client is “Updated”
- Both
- Click Continue
- Zapier will perform a test with your Wodify trigger by retrieving a “new” lead from your Wodify Core environment.
- Click Continue
Setting Up Actions:
- Choose the Action app, which is the app where the action will take place.
- Choose the Action, which is the specific action for that app.
- Choose the account or Connect an Account.
- Save and Continue.
Action Templates:
In this step, you’ll find various mandatory and optional fields. Clicking into a field will provide you with a list of options you can use to populate your template to use with your trigger. This is critical to ensure your Zap performs as intended.
- Only the (Required) fields need to be filled out
- Keep in mind that any text (in contrast to data) you insert manually will be static e.g.) having your subject line be "Welcome!"
- Not all ZAP combinations will make sense, but feel free to play around with it!
- Note: Test the Zap before turning it on
Supported Triggers and Actions
Supported Triggers:
The Wodify Core app currently offers four Triggers and six Actions, but be on the lookout. We’ll be expanding this list soon as part of our new Zapier integration!
- New or updated lead (Promote only) — Triggers when a lead is created and/or updated.
- New or updated client — Triggers when a client is created and/or updated.
- Tag changed on a lead (Promote only) — Triggers when a tag is added to a lead, removed from a lead, or both.
- Tag changed on an client — Triggers when a tag is added to a client, removed from a client, or both.
- Client Signed into Class — Triggers when a client is signed into a class (does not include Appointment sign-ins)
Supported Actions:
- Add/update lead (Promote only) — Adds or updates a lead.
- Add/update client — Adds or updates a client.
- Add tag to lead (Promote only) — Adds a tag to a lead.
- Remove tag from lead (Promote only) — Removes a tag from a lead.
- Add tag to client — Adds a tag to an client.
- Remove tag from client — Removes a tag from a client.
Zapier Examples
Callingly Zap:
With Callingly every lead gets a call within seconds, every result is tracked and your CRM is always up-to-date.
Note: Only works on our Promote tier (for leads).
To set up a Callingly Zap:
- Login to Zapier
- Click Make A Zap
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Set up your trigger
- From Choose a Trigger App select Wodify Core
- From Select Wodify Core Trigger: Choose New/Update Lead > Select Continue
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Select your Wodify Core Account > Save + Continue
- To connect to your Wodify account, you’ll need to enter your API Key. To access your API Key in Wodify, go to Digital Presence > Web Integrations and create an API key by giving it a name and clicking on the checkmark
- Set up Wodify Core Lead: Choose New > Continue
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Select Test & Continue to test your trigger
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Set up your Action
- From Choose an Action App search and select Callingly
- Select Callingly Action: Your choice to select Call Lead or Schedule Call > Save + Continue
- Select your Callingly account OR Connect an Account > Continue
- Set up your test lead template (A phone number is required) > Select Continue
- Select Send Test to Callingly
- Select Finish or Re-test This Step (if needed)
- Turn the Zap on and you're good to go!
Note: You can add steps to this Zap but adding additional steps in a Zap requires a paid account. Click here for more information on Zapier pricing plans.
Thankster Zap:
Note: This Zap requires a paid Thankster account! Click here for more information.
With Zapier and Thankster, you can send an automated, handwritten card to any new client that is created in Wodify.
Creating the Zap:
- Login to Zapier
- Click 'Make A Zap'
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Setting up your Trigger
- From ‘Choose an action’ Select Wodify Core
- From ‘Select Wodify Core Trigger’: Choose ‘New/Update Client’ > Select ‘Continue
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Select your Wodify Core Account > Save + Continue
- To connect to your Wodify account, you’ll need to enter your API Key. To access your API Key in Wodify, go to: Digital Presence > Web Integrations and create an API key by giving it a name and clicking on the check mark
- Set up Wodify Core Client: Choose ‘New’ > Continue
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Test Wodify Core
- Make sure you have at least one recent client created.
- Make sure it matches the trigger options you picked (‘New)
- Select Fetch & Continue to test your trigger
- Make sure you have at least one recent client has been created
- You should see a green bar that says Test Successful!
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Click ‘Continue'
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Setting up your Action
- From ‘Choose an Action App’ search and select ‘Thankster’
- Select Thankster Action: Select ‘Send Cards’ > Continue
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Select your Thankster account OR Connect an Account > Continue
- To connect your account you will be asked to enter your API key. Head to Thankster.com > My Account > My Subscriptions. Copy your API Key
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'Set up Thankster Send Card'
- From ‘Select Thankster Project’ Select Generic Thank You OR Choose a customized project. Here’s how to create a customized card
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Fill in the remaining required sections like ‘Sender’s First Name’ and ‘Sender’s Address.' Note: The Recipient information should populate automatically.
- If you do not wish to send a physical card at this stage, put "TEST" in the recipient name or address Thankster will consider it just a test and won't print it.
- Select ‘Continue
- Select ‘Send Test to Thankster
- Select ‘Finish’ or Re-test This Step (if needed)
Lastly, be sure to turn your Zap ON.
Head to Thankster.com and head to My Account > Integrations Orders. You should see an Order form from Zapier.
TIP: Looking for more information on pricing for Thankster? Click here.
Related information & Articles:
- Wodify Blueprint: Connect Wodify to your favorite apps (Webinar)
If you need any additional assistance with Zapier integrations, feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account (Promote only).
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