If you're using a ClickUp to manage your event registrations, you can have those registrations automatically appear in Accelevents by creating a Zap!
Accelevents has an official app published in Zapier for integrating with other platforms. The steps below will show you how to connect your Accelevents account to Zapier and then build your integration between your event and the other apps available in Zapier.
A Zap is like your personal assistant following all your instructions to complete the task. It has two essential components: a trigger and an action. The trigger is an event or condition as to when the action will happen. The action is the command that will complete your goal.
Your zap would look like this:
Accept the Invite to Create a Zap
Accepting the invite will allow you to use the most up-to-date version of our Accelevents app. Click Accept & Build a Zap.
Click the arrows to see the next steps to set up the trigger and action.
Part 1 Trigger
Part 1 Trigger
1. Accept the Accelevents' Invite
To ensure that you're using the correct app version, accept the Accelevents invite to build a Zap.
2. Choose ClickUp as the Trigger
Create a new zap, click the trigger, then search and select ClickUp.
4. Choose the Trigger Event
Choose Task Changes as the trigger event to create the registration in Accelevents when a particular field in ClickUp is updated.
5. Connect your ClickUp account
If you've previously used ClickUp for your Zaps, you can select the account from the dropdown or click + Connect a new account. Once selected, click Continue.
6. Choose the Workspace
Choose the area in your ClickUp account where the tasks are. Workspace is required. If the tasks are in a specific place, specify it, along with the folder and list name.
7. Select the field that will trigger the action
In the What Changed? field, select which field will trigger the creation of the registration in Accelevents. In this example, if a task has a "Confirmed" Status, then the action of registering the attendee to Accelevents will be triggered.
8. Test the trigger
Click Test Trigger so Zapier can check for a successful connection between the two platforms. Select which ClickUp record to test.
Important: Before testing, check the fields in the record you selected. It should include all the fields that you want to import (e.g., name, email, custom fields). If the fields are incomplete, add values in the ClickUp record and click "Find new records" in the zap to fetch the latest updated record.
Part 2 Action
Part 2 Action
1. Select Accelevents for Action
Search and choose the latest version of Accelevents. You will only see this version if you accept the invite in the previous step.
2. Select Import Ticket Holder/Buyer
Select Import Ticket Holder/Buyer in the action event choices.
3. Connect Your Accelevents Event to Zapier
Click Sign In, and a pop-up will appear where you can enter the API Key.
To get your Zapier API Key, open your event admin console in Accelevents
Go to Settings > Integrations
Enable the toggle for Zapier Integration
Click on Configure, then copy the generated API key.
Paste the API Key to the Zapier pop-up, then click Yes, Continue to Accelevents. Then click Continue in the Zapier settings.
4. Select the Ticket Type
If you're assigning the same type of ticket to all registrants, select the Ticket Type from the static values.
If attendees will be assigned a ticket type depending on what they choose, you can add a Ticket Type ID field in ClickUp, and the value should be the corresponding ticket type ID for the ticket type. In the example above, the ticket type ID for the General Admission Ticket is 213840.
The ticket type ID determines which ticket will be assigned to the attendee (not the ticket name) and this should be present in the ClickUp task. When you map it, click the 3 dots, select Custom, and choose the Ticket Type ID field with the value.
To get the Ticket Type ID in Accelevents:
Go to Settings > Integrations in your Accelevents admin console
Enable Tray Integration Platform
Click Configure
Select the ticket type from the dropdown and copy the ID number in the field below.
Copy all the ticket type IDs and list which ID is for which ticket.
Click Save.
5. Map the name and email address
For now, only the name and email address can be imported to Accelevents when using ClickUp. We are improving this behavior to include other order form fields.
6. Test the Zap
Click Continue, then test the step to see if it will fetch the data from ClickUp and add the attendee in Accelevents. Check your event if an order was created for the test.
6. Turn on the Zap
If the test was successful, you could now activate the Zap. Click Publish.
