Overview

Zapier is a popular, easy-to-use service that allows you to integrate over 1,500 different apps using a point-and-click interface, with no programming required. The MATRIX LMS app on Zapier allows you to integrate with 1,500+ apps by connecting your portal with over 1,500 APIs.

You can use this integration to do things like "when a user purchases a course via my third-party shopping cart, create them an account on MATRIX and enroll them into courses A, B, and C".

Configuration

To start using Zapier, install the app from Admin/ App center. Then click Configure to start setting up your options.

In the Admin/Zapier section, you can select which events should send data to Zapier by using the checkboxes.

To start creating zaps between MATRIX and Zapier, you need to have a Zapier account. Log into your Zapier account and visit the "Connected Accounts" sections.

Enter Cypher Learning in the search box then click on the search result.

A pop-up will open where you can enter your API Key, API Host and Portal ID. Enter the API Key, select "MATRIX LMS" in the API Host drop-down and enter your Portal's ID.

To find the API Key, log into your MATRIX portal and go to Admin / API. Please note that the API app in the App Center needs to be installed first.

Also note that MATRIX can invoke zaps on Zapier without an API key. The API key is necessary only when you need Zapier to invoke zaps on MATRIX.

If you haven't created an API key yet, click on "Add" in the top right, enter a name for the key and click "Save".

The key will be generated automatically and you can view it by clicking on the key name in the list. It is the alphanumerical code under "Secret key".

To find the Portal ID, navigate to Admin/Zapier. The Portal ID is listed under the Portal ID heading and is a numerical value.

After you've entered the API Key, API Host and Portal ID, click on "Yes, Continue".

Your account will be connected and you can start creating various zaps.

Triggers

Here are the triggers you can choose from:

Note that when setting triggers in Zapier there is a limit of 100 items you can load in a dynamic drop-down.

For example, if you want to select a course ID that is not present in the 100 results, click on “Use a Custom Value (advanced)“.

Then enter the course ID and click Continue.

You can find the course ID in the URL of the course.

Actions

Here are the actions you can choose from:

Zapier widget

Administrators can add the Zapier widget to the admin dashboard. To add the widget go to the dashboard and click the "Edit widgets" button.

Then select "Center Panel" from the pop-up.

From the "Available widgets" area you can add the Zapier widget to the center panel using drag-and-drop, then click Save.

The widget shows the number of Zapier calls and the number of errors.

To learn more about dashboard widgets visit the Widgets topic.

Using actions

For the auto-enrolment to work, Zapier needs to know the course ID from the MATRIX database. There are some platform-specific configurations needed for storing the ID.

First of all, you have to know the course ID which you can find in the URL when accessing the course landing page.

For example, in “https://myschool.matrixlms.com/teacher_custom/show/26360”, the course ID is “26360” 

Shopify

We have configured the MATRIX Zapier app to look for the course ID in the SKU field of the product. When adding/editing a product you will see the SKU field, please enter the course ID there.

General

For connecting with eCommerce platforms other than Shopify, you can use our general action, together with Zapier's filtering functionality. When using our "Add User, Then Enroll to Course (General)" action, you have to choose the course ID where the new user will be enrolled. This means you have to create a new Zap for each course you are selling.

After setting up the eCommerce trigger, you will have to add a Filter which checks the existence of a unique identifier of the course (like the name, SKU, or some custom field), so this Zap only runs when that specific course is purchased.

Example: WooCommerce

Add a Zap, configure the WooCommerce trigger as usual (also adding a new Zapier Feed in the WooCommerce dashboard). Then click on the "+" icon right after the trigger, which will show this text on hover: Add a Filter or an Action. Click on "Filter".

 For the first dropdown select "Line Items", for the second one "(Text) Contains", then in the text field, please enter the unique identifier for the course, for example, the course name. Click continue and it will test the filter with the latest test data for this action. Please note that it's possible that the filter won't find the search text in this test because it uses standardized test information from Zapier.