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
1. You can start by clicking on this link, which will allow you to use our most up-to-date version of our app, Accelevents. Once this is done, you'll be able to select the trigger of your zap. Click Connect Accelevents to 4000+ apps.
2. After clicking that button, it will ask you to sign up or log in to your Zapier account if you haven't yet. Once logged in, you'll see that the app selected is Accelevents BETA.
3. Now, we will need to choose between the 2 available triggers:
New Ticket Purchase Trigger: This trigger is activated once one of your ticket types is sold or, in case of a free event, chosen during the registration process.
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.
4. The next step is to connect your event to Zapier by entering the API key generated in your Accelevents admin console to Zapier.
Go to your Accelevents admin console.
Select Settings > Integrations
Enable the toggle for Zapier Integration
Click on Configure, then copy the generated API key.
5. Go back to Zapier and click Sign in to Accelevents. This will open a pop-up where you can enter the API key you copied from the previous step.
6. Then, click the button "Test trigger" so Zapier can check for a successful connection between the two platforms:
6. After the test is finished and a successful connection is established, you'll see the information that was pulled by Zapier. The screen should be similar to the one below, showing some placeholder data. Click Continue to advance to the next step:
7. Now, we will choose the app that will receive and store the information that will be sent by Accelevents through activating the trigger we chose earlier. Click the + button. We'll choose Slack, but feel free to try it out with different apps as well:
8. 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 the #accelevents-registrations channel in Slack when someone registers to the event.
To make this work, choose Send Channel Message for Action Event, then click Continue.
9. You'll be requested to log in to Slack 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 this is finished, continue to the next step:
10. This step is where the integration starts taking shape. There are several fields to fill in, and they will vary depending on the app you choose.
Since we're focusing on sending a message to a particular channel in slack, 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.
Check the video below for an overview of the available options:
11. After setting up how the trigger should respond when activated, we'll finally test it out and see if the same message that was configured on the previous step is sent to the selected Slack channel:
12. Now, we can check the #accelevents-registrations channel in Slack for the test trigger we just did. If everything has been configured properly, it should mirror the message we built, with different values to the dynamic fields like First Name, Last Name, Email, etc. For this example, we've only used the first name, last name, and email.
13. If the test were successful, you'd now be able to activate the Zap, and the integration will be live. This means from that point on, your app or platform will start to receive information from Accelevents, which will be organized by Zapier according to the settings of your choice. You can customize the Zap as much as you want, so try different formats until you are satisfied with how the information is delivered.
It's always a good idea to learn more about Zapier's formatting specifications so you can find the necessary tools for building your customizable message, email or any other action you wish. You can find more about it through this link.
Importing Attendees via the Zapier Integration
1. The first step consists of choosing the app that will be used to handle your event's registration process. In this example, we will use a simple form built-in Google Forms, and we will select "New Response in Spreadsheet" as the Trigger Event. That means each time a response is submitted, Zapier will relay the submitted information to the app of our choice. Once you select one of the trigger event options, press "Continue" to proceed:
2. The next step will require you to enter your Google Forms (or any other app of your choice) credentials. Once this is done, press "Continue" to proceed to the next step, where you'll be required to test the connection between Google Forms and your Zapier account. After testing, continue to the next step to connect the new Accelevents app:
3. Registering attendees by sending the registration information from an external platform can be done through our new Zapier app, which is undergoing testing and can be accessed exclusively by invitation. Enable the new app in your Zapier account by accessing the invitation link.
4. Once this is done, you can find the correct app by searching for Accelevents in the list of available apps. Make sure to choose the app called "Accelevents (1.3.0)". It will be tagged as "BY INVITE."
5. Next, you'll need to choose Import Ticket Holder/Buyer as Action Event, then click Continue.
6. The next step is to connect your event to Zapier by entering the API key generated in your Accelevents admin console to Zapier.
Go to your Accelevents admin console.
Select Settings > Integrations
Enable Zapier Integration
Copy the generated API key
7. Go to Zapier and click Sign in to Accelevents (1.3.0). This will open a pop-up where you can enter the API key you copied from the previous step.
8. 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.
Note: custom order form fields are not available when importing attendees
9. Once the last step has been finished, we'll be required to test it. Scroll to the bottom of the page and click on "Test & Continue":
10. You can verify if the integration was set up correctly by accessing your event's admin console, then going to Attendees > Orders. There, a new registry will be visible and will contain the same information as the example contained in the spreadsheet.
11. Don't forget to turn on your zap!