Working with Zapier
Connect Doki to hundreds of other apps with Zapier
Zapier lets you connect Doki to 1,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
Getting Started with Zapier
How do I connect Doki to Zapier?
- Log in to your Zapier account or create a new account.
- Navigate to "Connected Accounts" from the top menu bar.
- Now click on "Connect new account" and search for "Doki"
- Use your credentials to connect your Doki account to Zapier.
- Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
- Need inspiration? See everything that's possible with Doki and Zapier.
Connecting Doki to Zapier
To connect your Doki account to Zapier, first you'll need a Zapier account. Click here to create your free account to get started. If you've already got a Zapier account, that's all you need. Once you've got a Zapier account, you can connect Doki to any other of Zapier's public or private applications.
Log into your Doki site admin area and click on the "Briefcase" icon in the sidebar to visit the "Business" section. Then click the "Integrations" link in the toolbar. If you don't see the Integrations link, you'll need your primary account holder (the "Dean") to set this up for you.
Find the Zapier integration and click the "Connect" button. This will generate your API Secret that we'll use in Zapier to connect to Doki. Please note: this Secret code is as good as a password, so keep this safe and secret (we highly recommend using a password manager if you need to store this).
Click on the little "Clipboard" icon next to the field to copy the API Secret to your clipboard. Alternatively, you can click on the text field that contains the code itself. This will select the entire code and you can copy it to your clipboard manually (Command ⌘ + C on Mac, Control + C on Windows).
Log into Zapier and click your name and icon in the top right of the navigation banner. From the drop-down, select "Connected Accounts".
In the search field, type in "Doki" and click on the "Doki" icon/text in the selector to begin the authorization process with Doki.
A window should pop up that will start the authentication process with Doki. In the "API Secret" field, paste in the API Secret you copied from the integrations dashboard in your Doki admin. In the "Doki Subdomain" field, type in your Doki account name. If you access your Doki account at "https://foo.doki.io", your subdomain is "foo".
Click "Yes, Continue" to test your connection and add the connected account to Zapier.
Creating a Zap
If you've already connected your Doki account, creating a Zap is pretty straightforward. If you haven't connected your Doki account, you'll connect it while creating a Zap. Follow the instructions provided in Connecting Doki to Zapier above then follow the instructions in this section.
Log into your Zapier account and click "MAKE A ZAP!" button at the top of the page.
Start by selecting/finding Doki as the trigger up in the "Choose a Trigger App" step. If you already connected your Doki account, it will appear under the "YOUR APPS" heading. Otherwise type in "Doki" in the "Search hundreds of apps..." field to find it and select it by clicking it.
Next choose the trigger you'd like to respond to. For this demo we'll select the "New User" trigger which fires when a new user signs up for the first time for one of your programs.
Next, choose your Doki account from the "Select Doki account" menu. If you haven't connected yet, click the "Connect a New Account" button and follow along with the steps in the Connect Doki with Zapier documentation above.
Test the connection by clicking "Fetch & Continue". Don't worry about the "Make sure you have at least one user connected" message if you have no users yet. Doki supplies sample data in the case that you don't have any yet.
Click continue to continue to the "Action".
We'll connect a MailChimp account for this demo. Select MailChimp from the list of apps and select "Add/Update Subscriber" under "CREATE" as the action. In short, we're going to take information about the user that signed up on Doki and funnel it into MailChimp via Zapier!
Go through the connection dance to connect your MailChimp account to Zapier. Next we're going to set up the data going into MailChimp. Select the list you want to subscribe the new Doki user to and then click the icon next to the Email field to select which piece of Doki data is going to be sent to that field. In our case, we want to pick the "Email" address from Doki in the dropdown.
You can do the same for the First and Last Name fields because Doki will send through name and email when a new user joins:
Click "Continue". You can send through the test data to MailChimp, but since it's test data, it may be rejected as not a real email by MailChimp. You can click "Skip test & continue" on this screen. Click "Continue" again.
Finally, give your Zap a name and click the toggle button to activate it. This will subscribe to Doki and now any time a new user is added to your Doki account, this zap will be triggered and new leads will be captured in MailChimp as they do.
List of Triggers & Actions provided by Doki
Let's start with some definitions so you understand the Zapier nomenclature:
- Triggers: Triggers fire when Doki sends data to Zapier.
- Actions: Actions happen Zapier sends data to Doki.
Doki's Zapier app will grow to handle different triggers and actions in the future, but to start we've kept it simple. The triggers and actions we're currently supporting are detailed below. Need something else? Let us know.
- New Student — the new student trigger will fire when a confirmed user purchases or joins a course or class via a package. This will trigger once per user so if our student "Faye Kname" purchases Course 1 and Course 2, this will trigger twice for Faye, once for each course.
- Updated Progress — when a student completes a lesson or module, we'll send off a Zapier trigger so you can perform actions based on what they've completed.
- New Payment — any time you get paid with Doki—be it via a charge, payment plan, or subscription—we'll send off a Zapier trigger so you can capture the details.
- New User — the new user trigger will fire when a new user enters your organization and confirms their account. This is typically when they buy or join their first course. We securely send through the user's email, first name, and last name. This will not trigger if the user buys additional courses. For that, try the "New Student" trigger.
- Module Unlocked via Class Schedule — after you've set up a class drip schedule, you can perform actions in Zapier when content is unlocked. Super helpful for sending one-off marketing emails and other schedule-based tasks.
- Module Unlocked via Auto-Drip Schedule — after you've set up an auto-drip schedule, you can perform actions in Zapier when content is unlocked for a specific student. Helpful for tracking in another application when a student has received content unlocks.
- Add User — create a new user by email in your Doki account. You can send through a email (required) and first name and last name (optional). Returns a user payload if successful.
- Create Invite — create a one-time-use invite given a user's email. If the user doesn't exist yet, it is created. Returns a invite payload containing the invite URL.
- Grant User Access to Course — adds a user to a course. If the user doesn't exist yet, it is created. Returns a user access payload if successful.