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
- Choose App & Event: Passion.io > Lesson Completed
- Choose an Account: choose your Passion account
- Set up trigger: You can choose all lessons or specific ones
- Test trigger: The test should be successful to move forward
3. Step 2: Setting up an Action
- Choose App & event: Recommend: - Email by Zapier > Send an outbound email
- 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
- 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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