Tribal Habits has a native integration with Zapier. Let's briefly review what Zapier is and how it works in this article.

What is Zapier?

Zapier is an integration platform. You subscribe to it in a similar way to subscribe to other cloud platforms.

Other platforms can then integrate with Zapier - as Tribal Habits does. In fact, over 4,000 platforms integrate with Zapier. Zapier then acts as an automation platform to connect and pass information between any platforms that integrate with it. If application A integrates with Zapier and application B also integrates with Zapier, then you can use Zapier to automatically pass information between those platforms.

In the case of Tribal Habits, you could there:

  • Get orders from an eCommerce shop and create enrolments in Tribal Habits

  • Sync user information between Tribal Habits and your HR platform

  • Send messages from Tribal Habits to Teams or Slack

  • Enrol people into training in Tribal Habits who sign up for an event

  • And lots more!

How easy is it to connect applications via Zapier?

Quite easy! Zapier makes integrations possible without any code. All the hard work is done by your other applications maintaining their integration with Zapier.

Within Zapier, you create 'zaps'.

"A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs."

Let's consider an example: We want to create a new user in Tribal Habits each time you create a new user in your HR system. So we need a zap which we can call 'WHEN HR system creates a new user THEN create a matching user in Tribal Habits.' The zap would contain:

  • Trigger: 'New user created' in your HR system.

    • This trigger will start the zap every time a new user is created in your HR system. It will also get all the information about that new user.

  • Action: 'Create new user' in your Tribal Habits portals.

    • This action will then create a new user in your Tribal Habits portal with the information it obtains about the user from the trigger.

You can have many zaps for different triggers. Each zap can also have several actions. In the above example, you might create a new user AND then enrol that new user into some induction training - all in the same zap.

You can learn more about key concepts in Zapier at the Zapier knowledge base.

What does Zapier cost?

Zapier is not a free platform. There is a small cost to subscribe to using it - but that cost is minor compared to the cost of building custom integrations between platforms.

Zapier plans are based around two factors:

  • How many different zaps do you need?

  • How many actions are in your zaps?

  • How many times will each zap run per month (number of zaps run per month x number of actions in each zap = total 'tasks' run)?

Zapier does have a free plan to help you set up and test some plans. You can then migrate to larger plans, which are typically $30-100 per month for most organisations.

You can learn more about Zapier's pricing here.

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