Zapier Integration: Automate Everything

Stop doing repetitive tasks manually. With Zapier, you can connect Selgora to over 5000 apps and automate your entire business workflow. No coding required.

What is Zapier?

Zapier is the glue that connects your apps. It watches for triggers in one app (like 'new student enrolled') and automatically performs actions in another app (like 'add to email list' or 'create invoice').

Setting Up Your First Zap

Step 1: Get Your Selgora API Key

1. Go to Dashboard → Settings → API
2. Click 'Generate New API Key'
3. Name it 'Zapier Integration'
4. Copy the key (you'll only see it once!)

Step 2: Connect Selgora to Zapier

1. Log into Zapier
2. Click 'Make a Zap'
3. Search for 'Webhooks by Zapier' (Selgora uses webhooks)
4. Choose 'Catch Hook' as trigger
5. Copy the webhook URL

Step 3: Add Webhook to Selgora

1. Go to Dashboard → Settings → Webhooks
2. Click 'Add Webhook'
3. Paste the Zapier URL
4. Select events to trigger:
   • Student Enrolled
   • Payment Received
   • Course Completed
   • Subscription Cancelled
5. Save and test

Popular Selgora Zaps

1. New Student → Email Marketing

Trigger: New enrollment in Selgora Action: Add subscriber to ConvertKit/Mailchimp/ActiveCampaign

Why it's useful:

• Automatic list segmentation
• Trigger welcome sequences
• Tag based on course purchased

2. Payment → Accounting

Trigger: Payment received in Selgora Action: Create invoice in QuickBooks/Xero/FreshBooks

Why it's useful:

• Automatic bookkeeping
• Real-time financial tracking
• Tax-ready records

3. Course Completion → Certificate

Trigger: Student completes course Action: Generate certificate in Canva/Google Docs

Why it's useful:

• Instant gratification for students
• Professional certificates
• Automatic delivery

4. New Lead → CRM

Trigger: Form submission on landing page Action: Create contact in HubSpot/Pipedrive/Salesforce

Why it's useful:

• Never lose a lead
• Automatic follow-up
• Sales pipeline tracking

5. Cancellation → Win-Back

Trigger: Subscription cancelled Action: Start win-back sequence in email tool

Why it's useful:

• Reduce churn
• Gather feedback
• Offer special deals

Advanced Zap Workflows

The Welcome Machine

Trigger: New student enrollment
↓
Action 1: Add to email list with tag
↓
Action 2: Send welcome packet via Dropbox
↓
Action 3: Schedule onboarding call via Calendly
↓
Action 4: Create task in Asana for team
↓
Action 5: Send Slack notification

The Content Engine

Trigger: New lesson published in Selgora
↓
Action 1: Create social posts for Buffer
↓
Action 2: Generate email broadcast
↓
Action 3: Update website via WordPress
↓
Action 4: Notify community via Discord

The Support System

Trigger: Support ticket created
↓
Filter: If priority = high
↓
Action 1: Create Trello card
↓
Action 2: Send SMS to support team
↓
Action 3: Log in Google Sheets

Zapier Filters & Formatting

Using Filters

Only run actions when conditions are met:

• Course price > $100
• Student from specific country
• Tag contains 'VIP'
• Payment method = 'Stripe'

Formatter Actions

Transform data before sending:

• Split full name → first/last
• Convert currency
• Format dates
• Calculate values
• Extract email domain

Multi-Step Zaps

The Launch Sequence

Day 1: Student enrolls
→ Send welcome email
→ Add to Facebook group

Day 3: Check progress
→ If no login: Send reminder
→ If logged in: Send tip

Day 7: Engagement check
→ If active: Request testimonial
→ If inactive: Offer help

Day 30: Milestone
→ Send certificate
→ Offer next course
→ Request review

Webhook Data Reference

Student Enrollment

{
  "event": "enrollment.created",
  "student": {
    "email": "student@example.com",
    "name": "John Doe",
    "id": "usr_123"
  },
  "course": {
    "title": "Course Name",
    "id": "crs_456",
    "price": 497
  },
  "enrolled_at": "2024-01-15T10:00:00Z"
}

Payment Received

{
  "event": "payment.succeeded",
  "amount": 497,
  "currency": "USD",
  "customer": {
    "email": "customer@example.com",
    "name": "Jane Smith"
  },
  "product": "Course Name",
  "payment_method": "card"
}

Troubleshooting Common Issues

Zap Not Triggering?

1. Check webhook URL is correct
2. Verify API key is active
3. Test with manual trigger
4. Check Zapier task history
5. Ensure events are selected

Data Not Passing?

1. Check field mapping
2. Verify data format
3. Use formatter if needed
4. Test with sample data
5. Check for required fields

Actions Failing?

1. Verify app connections
2. Check permissions
3. Update API keys
4. Review error messages
5. Contact support

Power User Tips

Tip 1: Use paths for complex logic

• If student from USA → Process A
• If student from Europe → Process B
• Else → Process C

Tip 2: Delay actions for better timing

• Wait 1 hour before follow-up
• Send emails at optimal times
• Spread out notifications

Tip 3: Use lookup tables

• Store course IDs → email lists
• Map products → fulfillment
• Connect tags → actions

Tip 4: Test everything

• Use Zapier's test feature
• Send test webhooks
• Monitor first 24 hours
• Keep logs

Security Best Practices

1. Rotate API keys regularly
2. Use separate keys for each service
3. Limit webhook events to what you need
4. Monitor unusual activity
5. Keep Zapier account secure with 2FA

Cost Optimization

Zapier charges by 'task' (successful action):

• Filter early to avoid unnecessary tasks
• Combine multiple actions when possible
• Use paths instead of multiple zaps
• Archive unused zaps
• Monitor task usage monthly

Remember This

Automation isn't about replacing human touch - it's about freeing you to focus on what matters: creating great content and serving your students.

Start with one simple zap. Get comfortable. Then build your automation empire one workflow at a time.

Your business should work for you, not the other way around!