Zapier Integration

Zapier Integration

Zapier add-on for WP Event Manager is all set to automate your event workflows by linking WP Event Manager with thousands of apps. It allows you to send real-time triggers for event actions that help sync data, send notifications, and simplify all your tasks without a single line of code.

Installing the Plugin                                                                           

The installation process is the same for all the add-ons offered by WP Event Manager. They can be installed both automatically and manually.

  1. Automatic Installation: You can install the plugin from the backend of your WordPress. Click here to see how you can install the plugin automatically.

  2. Manual Installation: You can also install the plugin manually using SFTP or FTP tools FTP tool as well. Click here to see how you can install the plugin manually.

Once you install the Zapier plugin, you need to activate it using the following path on the admin side:

wp-admin >> Plugins >> Installed Plugins >> Zapier Integration >> Activate

After activating the Zapier integration plugin, you will see the Zapier integration option on the admin side.

Zapier Integration Settings                                                                  

The Zapier settings section allows you to enable or disable automation for your workflow and select triggers.

  1. Go to wp-admin.

  2. Click on the Zapier integration option.

  1. Select the Settings option.

  1. Here, you can enable or disable the Zapier functionality by checking or unchecking the box.

Once you enable the option, you will get two more options:

  1. Test Connection: Click this option, then paste the Zapier webhook URL into the box. The steps to get the webhook URL are also mentioned here.

  2. Click on the Zapier account link.

  1. You need to log in to your Zapier account if you already have an account, or you need to sign up to create a new account.



[You will get a free trial for 14 days, and after that, you need to pay to continue using it]

  1. After logging into your account, click on “Automations” and select the “Zaps” option.

  1. Click on “Create Zap”.

You will be redirected to a page where you will get two options:

Trigger  

  1. Click on Trigger and select the “Webhook by Zapier” option.

  1. Then select the “Catch Hook” option from the “Event Trigger” dropdown.

  1. Click on Continue.

  2. After completing the above two steps, the following screen will be displayed. From this screen, copy the Webhook URL.

Paste the Webhook URL in the Settings  

  1. Go to the Backend Dashboard.

  2. Select Zapier Integration.

  3. Go to the Settings section and paste the copied Webhook URL into the Webhook URL field under Test Connection in Zapier.

  1. Once you get the Webhook URL, click on the Test Connection button.

  2. If it is connected successfully, you will see the message: “Connection successful! Zapier received the test payload.”

  3. If the connection fails, an error message will be displayed.

  4. If it fails, you need to go back to the Zapier webhook URL page and click on Test Trigger and Continue.

Action  

  1. Here you will get more than 7000 apps to connect.

  1. Let's select Slack here. You can choose anything you want.

  1. Then you have to select an option from the “Action Event” dropdown. Select the “Send Direct Message” option.

  1. The next section is “Account”, in which you need to mention the account where you want to receive the messages.

  2. Click on Continue.

Then you will come to the Configure section, in which you need to fill in the following details:

Username  

  1. The message text that you want to send.

  2. Then come to the Test section and click on Continue. Then you will instantly receive the message that you pasted in the message box on your Slack from Zapier.

Enable Trigger  

In Zapier Integration Settings, you need to set the situations in which you want notifications to be sent. For example, when a new event is created, a new organizer is created, and more. Once done, click on Save Changes.

Zapier Log and Dashboard                                                             

The Zapier log and dashboard contain the details of your webhooks, triggers, and more. To access that, you need to follow the steps below.

Follow the steps below to access the Zapier log and dashboard:

  1. Go to the wp-admin.

  2. Click on Zapier integration and select Dashboard.

  1. Here you can add, edit, or delete webhooks as per requirements.

  2. In addition to that, in the Log section, you will get to see the webhook status for each event as well.

Once you are done with the above-mentioned changes on the admin side, go to the frontend and follow the steps mentioned below:

  1. Go to the frontend event dashboard.

  2. Click on Zapier and select Dashboard.

  1. To add a new Zapier webhook, click on the “+” sign.

  1. You will be redirected to a new page on which you need to paste the Zapier Webhook that you have generated.

  1. Then select an event from the Event dropdown menu.

  1. The next step is to select Event Triggers.

  1. In the Zapier payload section, you will see the data that you have added in the Zapier admin side.

  1. Click on Add Zapier Webhook.

  1. You will see a message that says “Zapier webhook successfully added”.

  1. Go to the Zapier Dashboard.

  2. You can filter Zapier webhook triggers using the event filter.

  1. From this dashboard, you can easily edit or delete webhooks using the Pencil and Bin icons.

  1. You can view the status of each Zapier webhook in the Logs section.