Automatically Add Users to Zenler Course from Wave Using Pabbly Connect

Learn how to automatically add users to your Zenler course from Wave using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Understanding Wave and Zenler Integration with Pabbly Connect

In this section, we will explore how Pabbly Connect facilitates the integration between Wave, an accounting software, and Zenler, an e-learning platform. The integration allows users to automatically enroll new customers from Wave into courses on Zenler.

The primary goal is to ensure that whenever a new customer is added in Wave, they are automatically enrolled in a specific course in Zenler. This automation eliminates manual entry and streamlines the process, making it efficient for course creators.

2. Accessing Pabbly Connect for Workflow Creation

To start the integration, access Pabbly Connect by visiting the official website. Once there, navigate to the products section and select Pabbly Connect. If you are a new user, you will need to sign up for a free account, which offers 100 tasks per month.

• Type ‘Pabbly.com’ in your browser.
• Click on ‘Products’ and select ‘Pabbly Connect’.
• Sign up for a free account or log in if you already have an account.

After signing in, click on the plus sign to create a new workflow. Name it appropriately, such as ‘Wave to Zenler Integration’. This workflow will manage the automation process.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, we will configure the trigger and action for our workflow in Pabbly Connect. The trigger will be set to ‘New Customer’ in Wave, which means whenever a new customer is added, the action will follow.

To set this up, select Wave as the application in the trigger section and choose the event as ‘New Customer’. Connect your Wave account by allowing access when prompted. After successful connection, select your business name to proceed.

• Open the trigger window and choose Wave.
• Select the trigger event as ‘New Customer’.
• Connect your Wave account and allow permissions.

After connecting, create a new customer in Wave to capture the response. Once you have added a new customer, go back to Pabbly Connect and click on ‘Save and Send Test Request’ to capture the customer details.

4. Enrolling Users in Zenler Using Pabbly Connect

Now that we have captured the customer details from Wave, we will use Pabbly Connect to enroll these users into a course in Zenler. First, we need to format the customer’s name, as Zenler requires the first and last names separately.

To do this, add a new action step in Pabbly Connect and select ‘Text Formatter’ to split the name. Choose the action event as ‘Split Text’ and map the customer’s full name from the Wave response. Use a space as the separator to split the name into first and last names.

Add action step and choose Text Formatter. Select the action event as ‘Split Text’. Map the full name and use a space as the separator.

Once the name is split successfully, the next action will be to enroll the user in Zenler. Choose Zenler as the application, select the action event as ‘Enroll User to a Course’, and connect your Zenler account using the API key obtained from your Zenler dashboard.

5. Testing and Verifying the Integration

After setting up the actions in Pabbly Connect, it’s crucial to test the integration to ensure everything works smoothly. Once you have mapped all necessary fields, including first name, last name, and email address, click on ‘Save and Send Test Request’ to enroll the user.

Check your Zenler account to verify that the user has been successfully added to the course. If the integration is set up correctly, the new customer from Wave will appear in your Zenler course as a student. You may need to refresh your Zenler dashboard to see the updates.

Test the workflow by adding a new customer in Wave. Verify that the user appears in your Zenler course. Refresh Zenler to see the latest updates.

Once confirmed, save your workflow in Pabbly Connect to finalize the automation process. This integration will now work in real-time, automatically enrolling users from Wave to Zenler.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of adding users to Zenler courses from Wave automatically. By following these steps, you can streamline your workflow and enhance efficiency in managing your e-learning platform.

With Pabbly Connect, you can easily integrate various applications and automate tasks without any coding skills. Start automating your business processes today!