Automate Community Posts with Zapier

1. Create a New Zap

2. Set up the "Send Channel Message" Action

3. Rename and Publish the Zap

4. Testing the Zap

5. Tips and Next Steps

What You’ll Need

• A Zapier account.

• Admin access to your community platform (e.g., [Your App Name]).

• Your Community ID and Channel ID (see steps below to find these).

  

Step 1: Create a New Zap 

1. Open Zapier and click the + button on the left to create a new Zap.

2. Set the Trigger:

   • Trigger Event: Select “Lesson Completed” (this starts the automation when someone completes a Lesson).

   • Account: Choose your app (e.g., YourAppName.passion.io), then click Continue.

   • Choose your preferred lesson—either a specific one or all lessons.

   • Click Continue.

3. Test the Trigger:

   • Click Test Trigger to generate sample user data.

   • Using the test data, click Continue with selected record.

Step 2: Set up the "Send Channel Message" Action

Choose Action:

1. Select “Send Channel Message” (this is one of the new actions).

   • Community ID:

     • The ID is the number at the end of the community URL. (e.g., 123456).

     • To get the link, go to your App community section and select your preferred community.
     • Click the ellipsis icon (⋯) next to the community name and
       click 🔗 Copy Link.

   • Channel ID: 

     • The ID is the number at the end of the community URL. (e.g., 123456).

     • To get the link, inside the selected community, select your preferred community channel.
     • Click the ellipsis icon (⋯) next to the community channel name and
       click 🔗 Copy Link.

1. • Message: Write your message. Example:
     “Congrats [UserName]! 🎉 on completing [Lesson Name]!”

   • Add a Link (Optional):

   • Copy a link from your app (e.g., a tutorial page).

     • Paste it into the message.

2. Test the Action:

1. • Click Test Action to send a test DM.

   • If successful, click Continue.

Step 3: Rename and Publish the Zap

1. Give your Zap a clear name (e.g., “Public User Hype Message”).

2. Click Publish.

3. Toggle the Zap On to activate it.

Step 4: Testing the Zap

1. Complete a Lesson: Log in as a test user and finish a lesson.

2. Check Permissions: Ensure the user has access to lessons (admins may need to grant access manually).

3. Verify the Message: Go to your community channel. A congratulatory message should appear within minutes!

Tips & Next Steps

• Engage Users: Add emojis or GIFs to make messages fun.

• Customize Further: Link to the next lesson or tag community moderators.

• Looking for more advanced tutorials? Check out how to create chat bots with Zapier.