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Zapier is an app that lets you connect your Nexudus Spaces account with other external platforms like MailChimp, Slack, Zendesk, etc. Once linked with Zapier, you can use the software to create a Zap, which will let you automate lots of different processes. For example, you could have a Zap that generates a subscriber to your MailChimp account every time someone signs up to your Nexudus Spaces account. Another example could be that a support ticket is generated on your Zendesk account when someone writes you a message on your Nexudus Spaces Help Desk.  

There is a free version of Zapier that lets you set up some Zaps. You can look at the different price plans on the following link: https://zapier.com/app/settings/billing/plan/41

What do I need to link my Nexudus Spaces account with Zapier? 

Firstly, you'll need to open an account on both of these platforms. If you still don't have a Zapier account, you can sign up for one via the website 

On the other hand, the user that you're going to link Zapier with must have an API key set up via your Nexudus Spaces dashboard. To do so, go to System > Users and view the details of the User you want to link to Zapier.  

In the Status tab, enable the API Key 

Connecting with Zapier 

Now, you need to link your account with Zapier. To do so, go to Space Settings > Integrations on the dashboard.  

IMPORTANT: You must bear in mind that you need to sign up to Zapier with the same email address that you use to log in to your Nexudus Spaces account.

  • Next, you'll be sent to a screen where you'll have to accept the invitation to connect Nexudus and Zapier.

  • The next step will ask you to enter your Zapier credentials. Then, you'll have to sign in to your Zapier account. The next step would be to set up your first Zap. Click on Make a Zap! on the navigation bar.

  • ·       In the next section, you have to choose the app that you want to connect with: Nexudus Spaces.  

  • You then have to choose a "Trigger", i.e. an action within Nexudus Spaces that will trigger a process in the app that you link. There are several triggers related to different Nexudus Spaces features, such as receiving a help desk message, a member becoming inactive, a new newsletter subscriber, etc. These actions let you sync the processes that occur on your Nexudus Spaces account with other external platforms. In this example, we're going to sync our MailChimp subscriber list every time someone signs up to your newsletter via your Nexudus Spaces website. Select the New subscriber in the newsletter trigger and click on Save+Continue.

  • To continue, you must select your Nexudus Spaces account. If you've got several accounts set up, select the one you'd like to sync. Click on the Test button to test the integration. To continue to the next step, click on Save+Continue.

  • You must be sure that you've added an element that corresponds with the trigger that you're going to use, in this case, a newsletter subscriber. If you don't have one, you can add one via the dashboard Content > Newsletter subscribers. Click on Fetch and Continue to continue. 

 

Connecting with another app 

In the next Zap creation step, you must choose the app that you want to link your Nexudus Spaces account to. In this example, as we've already mentioned, we're going to link it to MailChimp.  

  • Select the action that you want to take in MailChimp when the trigger is set off on your Nexudus Spaces account. In this example, we're going to Add/Update a Newsletter Subscriber list that we've got on our MailChimp account. Click on the Save+Continue button.

  • Test the connection with the MailChimp account that you're going to sync by clicking on Test.

  • Then, you must set up the template that will generate the data on MailChimp. For this example, in the List field, we've selected the list that we've got on MailChimp and that we want to sync. In the Email field, we've put the subscriber's email address that we have on Nexudus Spaces, so that these data are added to the MailChimp list. You can select more fields, however, in this example, we're going to limit ourselves to syncing the email. Click on Save+Continue to complete the process.

  • Well done! We're just one step from finishing. Lastly, we need to check the sync by creating a test subscriber. Click on Create+Continue on the next screen. 

 

If you don't want to take this step, you can select Skip Test and Continue.

 

  • Click on Finish to complete the process.

  • Congrats! You have created your first Zap between Nexudus Spaces and Zapier. Now, you only need to enable it by switching it ON and giving it a name (optional).

You can add as many Zaps and connect them to your Nexudus Spaces with other apps. Below, is a list of the triggers available on your Nexudus Spaces account to use with Zapier. We are updating this list frequently and adding new triggers.

 

List of triggers available on Nexudus Spaces that can be used on Zapier.  

  • New subscriber in the newsletter: Triggered when a new subscriber is added to a newsletter list.

  • New Active Member: Triggered when a new ACTIVE member is signed up via the dashboard or the space website.

  • New Booking: Triggered when a new booking is made on your Nexudus Spaces account. 

  • New Blog Post: Triggered when a new Blog Post is created. Note that this trigger will fire even if the blog post has not yet been published. Check the PublishDate field to see when the blog post will be published.

  • New Event in the Calendar: Triggered when a member posts a new message on the space wall.

  • New Invoice for Member: Triggered when a new invoice is raised for a member 

  • New Event in the Calendar: Triggered when a new event is published on the calendar.

  • New Active Member: Triggered when a new ACTIVE member is signed up via the dashboard or the space website.

  • New help desk message: Triggered when a member sends a new help desk message. 

  • New Inactive Member: Triggered when a new INACTIVE member is found. Inactive members are those where the "Active" field has been disabled.

  • New Paid Invoice: Triggered when an invoice is paid. 

  • New message in the wall: Triggered when a member posts a new message in the space wall.

  • New Active Contact: Triggered when a new ACTIVE contact is registered from the administration panel or from the members website.

  • New Inactive Contact: Triggered when a new member is registered from the administration panel or from the members website.

  • New Contact (active or not): Triggered when a new contact (ACTIVE OR NOT ACTIVE) is registered from the administration panel or from the members website.

  • New Member (active or not): Triggered when a new member (ACTIVE OR NOT ACTIVE) is registered from the administration panel or from the members website.

 

There is a free version of Zapier that lets you set up some Zaps. You can look at the different price plans on the following link: https://zapier.com/app/settings/billing/plan/41