How to get notified/ notify your clients when they complete a lesson using Zapier

This article will guide you on how to set up email notifications to be sent to you and/or your clients whenever they complete a lesson. 

 

 

IN THIS ARTICLE

1. Connecting your Zapier account to your Passion.io account

2. Step 1: Setting up a Trigger

3. Step 2: Setting up an Action

4. Step  3: Test the notification

5. Frequently Asked Questions (FAQs)

 

How to get notified/ notify your clients when they complete a lesson using Zapier

 

1. Connecting your Zapier Account to your Passion.io Account

To connect your Zapier Account to your Passion.io Account, check this article.

 

There are 2 steps to be completed to get notified/notify your clients when they complete a lesson.

1. Create a trigger

2. Set up an action

2. Step 1: Setting up a Trigger

1. Choose App & Event: Passion.io > Lesson Completed
   
2. Choose an Account: choose your Passion account
   
3. Set up trigger: You can choose all lessons or specific ones 
   
4. Test trigger: The test should be successful to move forward 
   

 

3. Step 2: Setting up an Action

1. Choose App & event: Recommend: - Email by Zapier > Send an outbound email 
   
2. Set up an action:
   • Enter your email address- to notify yourself 
   • Select user email - to notify your clients
   • Set up the email subject and body
   • Choose the name you want to send the email from and the email address for replies
   
3. Test action: The test should say successful and don't forget to turn on the Zap 
   

 

4. Step 3: Test the notification

Try completing a lesson in your app and check if you receive a notification

 

5. Frequently Asked Questions (FAQs)

1. Can I use a different tool to send an outbound email other than an Email by Zapier? 

Yes. You can use any email marketing software that can be integrated with Zapier. 

 

 

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