What is Zapier?
Zapier is an integration platform that hosts connections to 5,000+ apps like Hubspot, Credly, and LinkedIn. In minutes, you can set up automated workflows (called Zaps) to send data in and out of WorkRamp—no code required. See how you can leverage Zapier for WorkRamp at https://zapier.com/apps/workramp/integrations.
Prerequisites
A Zapier account (free plan available)
Your API Access "Bearer Token". To generate an API token, please follow the steps in our help article.
Your Academy ID — How to find it.
Connecting to Zapier
Log in to your Zapier account, or sign up for an account.
Navigate to "My Apps" from the top menu bar.
Click on “Add connection" and search for "WorkRamp"
Use your API Access "Bearer Token" to connect your WorkRamp account to Zapier.
Building Zaps
User Type
The first step of each trigger or action will be a required field that specifies if the data being sent via the workflow will be for internal users of the Employee LMS or for external users of the Customer LMS.
Select Customer [external] to work with user and assignment data for users of your Customer LMS Academy.
For triggers and actions working with Customer data, fill in the relevant parameters, most importantly the Academy Id, which is not set to required, but your Customer LMS zaps will not work without it.
Ignore any fields labeled as Employee parameters.
Available Triggers & Actions
Name | Description |
Triggers |
|
New User | Triggers when a new user is created. |
New Assignment | Triggers when there’s a new assignment/enrollment for a user. |
Training Complete | Triggers when a training is completed. |
Actions |
|
Create User | Creates a new user. |
Find User | Finds a user. |
Create Assignment | Creates a new assignment for a user. |
If you are looking for inspiration, check out the zap templates for WorkRamp on Zapier: https://zapier.com/apps/workramp/integrations
If you have any additional questions while building, you can open a ticket with Zapier Support from https://zapier.com/app/get-help
FAQ
Q: The app that I want connect with is not on Zapier
A: WorkRamp is joining 5,000+ apps that are integrated on Zapier, yet that list is limited to those applications that have built an integration on that platform. We encourage you to reach out to the third party application to encourage them to build a Zapier app. There are some options for building a custom application or utilizing Webhooks by Zapier for custom zaps.
Q: The trigger and/or action I am looking for is not available in your integration
A: We have purposefully started small, and prioritized building triggers and actions with the most popular workflow functionality. Please reach out to support@workramp.com or your COM to put in requests for new triggers and zaps.
Notably not available at this time: Find [Customer] user.
Q: I'm testing out a zap, why does the user and assignment data look unfamiliar?
A: When you first set up your Zap trigger, Zapier will attempt to find some existing data from your trigger app to use in the Zap. For example, if your trigger brings in data from a new assignment, Zapier will look in WorkRamp for a recent assignment, if none are found, you'll see test data such as "Guide 2 title". Please proceed with the configuration, as when the Zap is published, rest assured that real data will arrive in your destination app.
Also note that while we strive to have real data available for all triggers, not all of them are built this way - so test data may be the only data you will have to work with while building zaps.