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Building an Integration with the Accelevents Zapier App
Building an Integration with the Accelevents Zapier App

Importing and Exporting contacts with the Zapier integration

Whitney Harriss avatar
Written by Whitney Harriss
Updated over a week ago

Zapier and Other Apps

Accelevents has an official app published in Zapier for integrating with other platforms. The steps below will show you how first to connect your Accelevents account to Zapier and then how you can build your integration between your event and the other apps available in Zapier.


Exporting Attendees via the Zapier Integration

PART 1: SETUP THE TRIGGER

1. Access the Latest Accelevents App and Log In

You can start by clicking on this link, which will allow you to use the most up-to-date version of our app, Accelevents. Sign up or log in to your Zapier account.

If you're already logged, click Connect Accelevents to 5000+ apps.

On the next page, you'll see your Zap setup page, wherein the app selected is Accelevents.


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2. Select the Trigger

In the Event dropdown, choose between the 3 available triggers:

  • New Ticket Purchase Trigger - This trigger is activated once one of your ticket types is sold or, in the case of a free event, chosen during the registration process.

  • Update Ticket Info - This triggers when an update is done to the existing purchase.

  • User Check-In - This trigger is activated when a registered attendee enters the Virtual Event Hub in a virtual event or checks in at an in-person event.

Triggers are events that will indicate to our platform that it's time to send the requested data. For this tutorial, we'll learn how to configure the New Ticket Purchase Trigger, but setting up different triggers will be very similar: Once you've selected a trigger, click Continue.

3. Connect Your Accelevents Event to Zapier

Click Sign In, and a pop-up should appear, asking you to enter the API Key.

To get your 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.

You should see the event connected to your zap. Click Continue.

4. Test the Trigger

Click Test Trigger so Zapier can check for a successful connection between the two platforms.

Select a transaction to test. Then click Continue with selected record. If the test is successful, it will move on to the next step.

PART 2: SETUP THE ACTION

1. Choose an App

In this step, search for the app that will receive and store the information that will be sent by Accelevents through the trigger you set up earlier. Click the + button. In this example, we'll choose Slack, but feel free to try it out with different apps as well.

2. Select the Event

Each app will have its list of events and actions, depending on what it does. In the example below, we want a message sent to a private channel in Slack when someone registers for the event. Select the action, and click Continue.

3. Connect the App to Zapier

Sign in to the app to authorize Zapier to send information to it. This is a standard procedure that will happen for every app that you try integrating in Zapier. Once you're done, you can click Continue.

4. Select an Action

There are several fields to fill out, and they will vary depending on your chosen app.

For our Slack example, these are the fields that we filled out:

  • Channel - chose accelevents-registrations channel. This is where the message will be posted.

  • Message Text - chose the customer's first name, last name, email address to show in the message and added "has just registered for the event"

  • Bot Name - entered "New Registrations" as the name or label that would appear when the message is posted.

  • Bot Icon - added an image URL of the Accelevents logo to appear next to the bot name when the message is posted.

When you're done, click Continue at the bottom.

5. Test the Zap

Click Test step to see if your zap works.

In this example, our Zap worked with Slack and got a new message in the private channel. It included the bot image we added, the attendee name, email, and the custom message.

6. Turn on the Zap

If the test were successful, you could now activate the Zap. Click Publish.

You'll know that your Zap is published when you see that the toggle is turned on.

That's it! From this point forward, you'll get alerts in Slack when an attendee registers for your event.

There are many other apps that you can integrate with Accelevents through Zapier, like MailChimp or Google Sheets. Just follow the same steps above.


Use Looping by Zapier to Export Multiple Ticket Holders in a Single Order

When exporting attendees via Zapier, only 1 purchased order is exported at a time. If you require multiple purchased orders to be exported, you'll need to add Looping by Zapier as one of the actions.

In this example, we'll show you how to import orders from Accelevents to a Google Sheet.

1. Set up the Accelevents app on Zapier by following Steps 1 to 6 from Exporting Attendees via the Zapier Integration.

2. Select Looping by Zapier as the Action.

3. Choose Create Loop from Line Items for the Event, then click Continue.

4. Under Line items, label each value you want to loop, then select the applicable data for each field.

5. Add your intended value to the rest of the fields, then click Continue.

6. Click Test step to test your loop.

7. Under preview_loop_values, information on multiple ticket holders will appear. Click Publish.

8. Click the + button to add a next step. On this step, we'll choose where the information is exported to. For this example, I'll choose Google Sheets.

9. After selecting Google Sheets, the Event selected is to Create Multiple Spreadsheet Rows. I've also created a Google Sheet file that has headers matching the label for each loop value in Step 4.

10. Sign in to Google Sheets then select the Drive with the file to export attendees to, select the spreadsheet, and select the worksheet.

11. Select the appropriate value for each row. Make sure to select the value with Preview Loop Values at the beginning then select Continue.

12. Test the step! The information on the ticket holders will appear on your spreadsheet.

13. Publish your zap and ensure it's been turned on.


Importing Attendees via the Zapier Integration

PART 1: SETUP THE TRIGGER

1. Choose the App that will be used to Handle your Event's Registration Process.

Click Trigger then select the app used in handling your registration as your trigger. In this example, we will use a simple form built-in Google Forms.

2. Select the Event for the Trigger

We will select New Form Response as the Trigger Event. That means Zapier will relay the submitted information to the app of our choice each time a response is submitted. Click Continue to proceed once you select one of the trigger event options.

3. Connect Your Google Forms Account to Zapier

The next step will require you to enter your credentials for your Google Forms (or any other app of your choice). Click Choose, select your account, or click +Connect a new account to add it. Once this is done, press Continue.

Select the specific associated with your event registration, then click Continue.

4. Test the Trigger

Click Test Trigger so Zapier can check for a successful connection between the two platforms.

Select a transaction to test. Then click Continue with selected record. If the test is successful, it will move on to the next step.

PART 2: SETUP THE ACTION

1. Choose Accelevents App as the Action

Search for the latest Accelevents app to receive and store the information sent through the trigger you set up earlier.

2. Select the Event

Choose Import Ticket Holder/Buyer as Action Event, then click Continue.

3. Connect Accelevents to Zapier

Click Choose, and a pop-up should appear, asking you to enter the API Key.

To get your 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.

You should see the event connected to your zap. Click Continue.

4. Select the Information to Import

On Set Up Action, you will see a list of your event's Registration Form fields. In this step, you can click on each field and select which fields available on the Google Form sheet (which we have previously selected) will match the fields of your event's Registration Form. After selecting the fields, click Continue.

5. Test the Zap

Click Test step to see if your zap works.

In this example, an order was created in the event with the details from the Google Form submission.

6. Turn on the Zap

If the test were successful, you could now activate the Zap. Click Publish.

You'll know that your Zap is published when you see that the toggle is turned on.

That's it! From this point forward, new orders will be created for your event when a submission is made through the Google Form.

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