12.04.2024
28

How to Connect New Zenler as Data Source

How to Connect New Zenler as Data Source

Integration will allow you to get data from New Zenler when registering for courses or other events, transferring it to other systems. For example, you can transfer new data on registered course participants to CRM or GoogleSheets, or send them as notifications to a group of managers. You can also send data to the SMS or Email mailing service. This way you can automate the data processing process as efficiently as possible using the different services you use.

Let's go through the entire New Zenler setup steps together!

Navigation:
1. What data can be get from New Zenler?
2. How to connect a New Zenler ApiX-Drive account?
3. Link to get data.
4. Example data.

To start setup a new connection, click “Create connection”.

How to Connect New Zenler as Data Source | Creating a connection

Select the system as the Data Source. In this case, you must specify New Zenler.

How to Connect New Zenler as Data Source | System selection

Next, you need to specify the action "Get DATA".

How to Connect New Zenler as Data Source | Action selection

The next step is to select the New Zenler account from which will get the data.

If there are no logins connected to the system, click “Connect account”.

How to Connect New Zenler as Data Source | Account connection

Enter the name of your account (if necessary) and click "Save".

After this, the page will reload and the saved account will automatically selected.

How to Connect New Zenler as Data Source | Saving your account

If this does not happen, select the created account from the list.

How to Connect New Zenler as Data Source | Account selection

Copy the link in the "URL for receiving data" field, go to your New Zenler personal account.

How to Connect New Zenler as Data Source | URL for receiving data

Go to the Courses section and select the course from which you want to get data.

How to Connect New Zenler as Data Source | Go to settings

Go to Automation and click Add Automation Rules.

How to Connect New Zenler as Data Source | Go to settings

Click Add Rule to add a rule and select, for example, OnEnroll.

How to Connect New Zenler as Data Source | Setting data transfer via Webhook

Opposite the rule, click Add Action and select Send a Webhook.

How to Connect New Zenler as Data Source | Setting data transfer via Webhook

In the Action Name field, give a name to your connection, in the Hook Url field, paste the Webhook link that you previously copied in the ApiX-Drive system. Next, click Save Changes and click Yes to agree to the activation of this action.
This completes the Webhooks setup.

How to Connect New Zenler as Data Source | Setting data transfer via Webhook
How to Connect New Zenler as Data Source | Setting data transfer via Webhook

Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.

It is necessary to commit an event, for example, register a participant for a course.

After that, at the Test stage in the Data Source, fields with data will displayed.

If this does not happen, click "Load test data from New Zenler" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.

If necessary, you can set up a Data Filter, or click "Continue" to skip this step.

To find out how to configure the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter

How to Connect New Zenler as Data Source | Data Filter

Now you can see test data for the Participant registered for the course.

If the test data does not appear automatically, click "Load test data from New Zenler" or try generating actions in your New Zenler using testing.

If you are satisfied with everything, click “Next”.

Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.

It is necessary to commit an event, for example, register a participant for a course.

After that, at the Test stage in the Data Source, fields with data will displayed.

If this does not happen, click "Load test data from New Zenler" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.

How to Connect New Zenler as Data Source | Test data
How to Connect New Zenler as Data Source | Test data

This completes the entire Data Source setup! See how easy it is!?

Now you can start setup the Data Destination system.

To do this, setup it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.

Good luck!

How to Connect New Zenler as Data Source | Go to the Data Destination setup