Zapier - The Setup

In this article we will guide you though how to enable and setup your Zapier integration

Setting Up Zapier

We recommend Zapier as our preferred provider for connecting your Disciple app to other systems. Not only does this enable you to take information out of your app but also ensures you can control actions inside the app based on your preferences.

To get started, you will need a Zapier account. If you don't already have one, you can sign up here: https://zapier.com/sign-up/

When you've secured your account let us know and we will turn it on for you in the Console.


Setting Up the Zaps

Most of it is controlled on Zapier's side which you can find on your app dashboard: https://zapier.com/app/dashboard

Disciple 

To get up and running, you'll need to connect your Zapier account with Disciple. To do this simply let your Customer Success Manager know that you're intending to use the Zapier integration and they'll switch it on for you. Once confirmed, navigate to the Integrations tab on the Console, generate an API Key, and add it to Zapier.

Zapier

Navigate to "My Apps" In Zapier, then select an "add a connection". 

Screenshot 2021-05-04 at 15.32.43

From here search for Disciple and you will see the following screen. Take the API key you retrieved from the console and away you go, it really is that easy.

Screenshot 2021-05-04 at 15.33.06

Need help with what Zaps to choose or how they work? - Click here