Zapier is a solution that makes it easy to connect tools together. The interest is to create automated processes in a few clicks. Zapier supports more than 3000 software, including the most used like Google suite, Mailchimp, Hubspot, Stripe, SalesForce, Slack, etc…
OKAST now supports automation via Zapier and you can automate some manual and repetitive tasks. For example, when a new user creates an account on your platform, you can decide to generate an automatic action such as: add him in a list of your emailing software, send him an email, add him in a Google spreadsheet, receive a notification by SMS etc… We will see, in the second part of this article, possible automation examples.
This works by a trigger mechanism (action on your OKAST platform) that generates action on another tool. On Zapier, this is called a “Zap”.
1. How to connect OKAST and Zapier?
The first step is to connect your platform to Zapier. To do so:
1/ Create an account on Zapier (registration is free): https://zapier.com/sign-up
2/ Navigate to “My Apps” in the menu bar.
3/ Click on “Add new connection” and search for “OKAST”.
4/Click on “Connect” and then use your credentials to connect your OKAST account to Zapier. The key can be found in your OKAST editor under the Platform > Configuration menu.
Once this is done, you can start creating an automation task!
Use a pre-made Zap or create your own with the Zap editor. Creating a Zap requires no technical knowledge and you will be guided step by step through the configuration.
2. List of Zapier triggers
We have created 12 triggers (actions on your OKAST platform) to which you can associate specific actions on other software/tools. You will find below the list of all triggers, and for each one, a non-exhaustive list of possible use cases. These are suggestions for inspiration, but the only limit is your imagination (and the list of the 3000+ compatible Zapier softwares but you should find what you need):
This event is triggered each time an account is created on your platform, whether the user makes a payment or not.
Use-cases: you can connect this trigger to CRM tools, to mailing tools (to send a welcome email), to Google Sheet to display all the email addresses of your subscribers on a Google spreadsheet, etc…
This event is triggered each time a client buys a subscription on your platform.
Use-cases: you can connect this trigger to CRM tools, to mailing tools (e.g. to send a renewal reminder email 364 days later for an annual subscription or to send a promo coupon to benefit a friend or family), etc…
This event is triggered every time a client rents content on your platform.
Use-cases: you can connect this trigger to CRM tools, or send automatically a coupon to a friend or family, etc…
This event is triggered every time a subscription is canceled on your platform.
Use-cases: after each unsubscription, send a notification by email or SMS to the customer management department to try to catch up with the user; or to automatically trigger an email to the person with a discount code, or delete the user from your CRM, etc…
This event is triggered every time a password cancellation request is made by a user.
Use-cases: after each password termination request, you can create a ticket on your support software (i.e Zendesk) to allow your customer service to contact the user.
This event is triggered when a user create its password.
This event is triggered every time a user buys a gift for a loved one on your platform.
Use-cases: after each new gift, send an email to the user to thank them or send them a coupon for the next gift.
This event is triggered each time a user, who has been offered a subscription or content, has activated his/her gift.
Use-cases: after each new gift activated send him or her a coupon to give a gift to a loved one (in order to increase your audience).
This event is triggered every time a user receives a payment confirmation.
Use-cases: generate an invoice in your billing software automatically.
This event is triggered every time a user’s payment fails.
Use-cases: send a notification to your customer management department so they can contact the person directly (and not lose a sale).
This event is triggered every time a user’s payment is incomplete, i.e. he has not finalized the strong customer authentication sometimes required by banking services.
Use-cases: send a notification to your customer management service so that they contact the person directly (and not lose a sale).
New free copy
This event is triggered every time a free copy is sent.
Use-cases: you can add a tag on a Mailchimp or Mailjet user to categorize your users who have received a free copy. You can also plan to trigger an email a few days after the free copy is sent to try to convert them to pay users.
This event is triggered when a user reports a comment on your platform.
3. How to set up a Zap
When you want to set up an automation (a Zap), you must first go to your Zapier account and click on “Make a Zap”
The first step is to choose the 2 applications you want to connect, here OKAST (as a trigger) with another application. Use the search bar to find the desired applications:
Here we will connect OKAST with Mailchimp to add a new subscriber directly in a Mailchimp list.
In the step “Choose app & event” select the trigger:
Then click on “Continue”. You will be able to test the trigger via the “Test triggers” button. At this point, Zapier will pull up your latest data to verify that it is retrieving your subscribers’ information (in this case: first name, last name, and email address).
Once the trigger is set up, you will have to choose which automatic action it will be linked to. Here we choose the Mailchimp application (but you can choose the one you want):
You will have to connect with your Mailchimp account and authorize the Zapier application.
You will then be able to configure the action in Mailchimp, don’t forget to select “User email” as the data to send to Mailchimp.
You can also upload the first and last names of the users registered on your platform.
When everything is set up, click on the “Test and continue” button then if the test is ok you can activate your Zap by clicking on “Turn on Zap”!
Now you know how to create a Zap, you can create them according to your needs and automate a lot of tasks that you used to do manually.
If you have any questions, please contact us at email@example.com