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This guide will outline what to expect when using Zapier and how to best use it to achieve popular Zaps with Thinkific. Some Zapier functionality is tied to your Thinkific plan; please read the Zapier options per plan section to understand what Zaps are available to you.


Zapier is a tool for connecting different web applications. By automating otherwise manual tasks, it makes your life easier and creates time for more productive pursuits. Zapier is a great alternative to a direct integration since it achieves the same result.

You can select from 1,000+ Apps to connect with one another:







Skip to a section:


What are Zaps?

Using the Thinkific App

    Triggers

    Actions

Zapier Options Per Plan Level

    Level 1 - Outgoing Triggers (Essentials plan & above)

    Level 2 - Outgoing Triggers and Incoming Actions (Business plan & above)

How to Explore Using Zapier and Thinkific

    Using a Pre-Made Zaps

    Connect Your Account

    Create a New Zap

    Getting your Course IDs

    Adding an Enrollment Expiry Date

    Setting passwords with Zapier

    Search Users

    Lesson Completed

Zapier Built In Apps

Popular Zaps

    MailChimp (Subscribing a New Users)

    Drip (Adding a tag to a Subscriber)

    ActiveCampaign (Adding a Student to a List after Completing a Course)

    SamCart (Enroll Students who purchase your course through Samart)

    Samcart (End enrollments automatically after a Samcart refund)

    Stripe (End enrolments automatically after a Stripe refund)

    Shopify (Enroll Students who purchase your course through Shopify)

    ClickFunnels (Enroll Students who purchase your course through ClickFunnels)

Troubleshooting Zapier

    I want to use an App that is not in Zapier’s directory!

    What does ‘Beta App’ mean in Zapier?

    I keep trying to connect a new account to test in Zapier and it’s not working!

    What do I do if I only have the student's full name but Thinkific requires first name and last name?

Specific Troubleshooting

    Who can help?



What are Zaps?

A ‘Zap’ is the name given to a connected action within Zapier. Each Zap is broken down into Triggers and Actions. 


A Trigger is the first step of an event, which then sends information to the Action app. 

If you have trouble remembering which is which, then think of it as ‘if (trigger) … then…(action)’



Example

Save Gmail emails matching certain traits to a Google Sheet

Trigger: Gmail
Action: Google Sheet


Create a Google calendar event after submitting a Typeform questionnaire

Trigger: Typeform
Action: Google Calendar


Share new Facebook Page posts in Slack

Trigger: Facebook
Action: Slack


Triggers and Actions can be multidirectional depending on which application is sending and receiving information. For example Gmail and Google sheets can both be used for similar, but different actions:



You can find the how to guides for popular Zaps with Thinkific here.



Using the Thinkific App

You will notice that Thinkific has a range of different Triggers and Actions that any Zap can contain:


Triggers



This works well for automating tasks to happen as a result of events on your Thinkific site.


We support the following Thinkific Triggers:

  1. New Order: Fires when a student places an order. Free courses do not generate an order. But, if the order has a 100%-off coupon code applied, it counts as an order.
  2. New Full Enrollment: Fires when a student enrolls (or is manually enrolled) in the full version of a course.
  3. New User: Fires when a student signs up for a user account on your Thinkific site. This will fire regardless of whether the user also enrolls in a course.
  4. New Free Trial Enrollment: Fires when a student enrolls in the free trial of a course. Free trials are differentiated from full enrollments.
  5. Course Completed: Fires when a student completes their course by reaching 100% progress.


Examples of Uses for Thinkific Triggers:

  • Add users to a specific mailing list when they sign up for your course using an Action app like ActiveCampaign, AWeber, GetResponse, or MailChimp.
  • Update your CRM records when a user completes the course using an Action app like Capsule, HubSpot, Salesforce, or Zoho.
  • Add student data to a spreadsheet using an Action apps like Smartsheet or Google Sheets.
  • Send a push notification to your phone when you receive a new order.




Actions

Besides the Triggers listed above, the following Thinkific Actions are supported:

  • Enroll User: Create a student and enroll them in a specific course or bundle.
    • Note: In the case that the student already exists in Thinkific already, this will update the existing student; the existing student can be enrolled in a new course or bundle, or their information can be updated (first name, last name), or an expiry date can be added to an existing enrollment. Adding an expiry date of the current day to an existing enrollment is how you can end a student’s enrollment. In addition, it can create a new student without any enrolments if no course or bundle is specified.


Examples of Uses for Thinkific Actions:

  • Create your sales funnel using external sales and checkout pages with a Trigger app like Ontraport, ClickFunnels, or Marketo.
  • Charge varying tax rates, depending on your customer’s location using a Trigger app like Quaderno or Taxamo.
  • Take payment for multiple products at once using a shopping cart app like SamCart or Shopify.
  • Use a payment gateway other than Stripe or PayPal using a Trigger app like Alipay, Applepay, Authorize.net or Braintree.


Note: Custom fields can’t be sent to Thinkific, but custom fields can be sent out of Thinkific to another application when a student signs up.


Zapier Options Per Plan Level

There are two levels of integration with Zapier on Thinkific.


Level 1 - Outgoing Triggers (Essentials plan & above)

As part of any paid plan, you can use Triggers to send information out of Thinkific and into another app. This works well for automating tasks to happen as a result of events on your Thinkific site.



Level 2 - Outgoing Triggers and Incoming Actions (Business plan & above)

Our Level 2 Zapier integration has both Triggers and Actions for Thinkific, allowing you to send information in as well as out.




How to Explore Using Zapier and Thinkific

Zapier provides all the information you need to explore the options:



Using Pre-Made Zaps

We’ve worked with Zapier to make it easy for you by setting up some pre-made Zaps for common tasks. Check them out below. If you find what you’re looking for, hit Use this Zap. Zapier's on-screen instructions will walk you through the rest of the process.


Note: You can also find other popular zaps from the Explore page on Zapier. Search for “Thinkific” and select our logo. Then scroll down to view popular Zaps for Thinkific.



Connect Your Account


For your first Zap, you'll need to connect your Thinkific account.


Here's how:


When you make a Zap, select Thinkific as the Trigger or Action app you need and the relevant action. Then continue to the next page and select Connect an Account.



In the window that appears, you’ll need to enter your Thinkific API Key and Subdomain. Head to Advanced Settings > API on your Thinkific admin dashboard to find these details.

 


Copy and paste these details into the fields on Zapier. Then hit Yes, Continue.



You’ll see that your account is now connected. Select Save + Continue and then follow Zapier's instructions to finish up your Zap.

  


You can also select Connected Accounts at the top of your Zapier account:



You will need to enter your API and subdomain details like above and you will then see your account is connected:



Note: For Zaps where Thinkific is the Trigger, the next step will be testing the connection by fetching a recent enrollment, order, or whatever’s relevant for the Zap you're creating. If you don’t have any of these yet, try logging out of your Thinkific account and signing up as a test student with a new email address (not your admin email address). You can fake a purchase by using a 100% off coupon for your paid courses.



Where other applications are the Trigger, you may have to make a fake order (like external checkouts) or add a student to a campaign/workflow/tag (for marketing automation systems). Please consult the help articles and support team of your Trigger application if you need help confirming your test.



Create a New Zap

If the pre-made Zaps aren’t what you’re looking for, you can also create your own with one of the 1,000+ apps that Zapier integrates with.


To get started, select Make A Zap! at the top of the page.




Zapier’s on-screen instructions will walk you through the setup process. And when it’s time, follow these instructions to connect your Thinkific account.


Looking to set up a Zap for an individual course? No need to add Filters to your Zap. We've made it so that Thinkific Triggers can be specific to particular products on your site. For example, so that the Zap will only fire for a certain course or other product (i.e. bundle or additional pricing option). You can set this up during the Edit Options stage of Zap creation. Skip this step to have your Zap fire for all products.



Once you’re done, ensure that your Zap is on and that’s it! You’ve automated your first task using Zapier!



Getting your Course IDs

You will need to know the Course or Bundle ID's when it comes to third-party checkout systems (like SamCart or Thrivecart) or when you link directly to your checkout.


Our Knowledge Base has instructions on how to find your course or bundle ID.



Adding an Enrollment Expiry Date

Course expiry dates are important for any fixed time access or subscription renewals. 


For fixed access, the expiry date can be set in terms of days. The student will be enrolled for the duration of the time specified. If you leave this section blank, students will have forever access. There are certain situations where you might enter ‘today’ as the date - particularly in cases where you are expiring a student’s enrollment immediately; for example: if you were to set up a Zap that triggered unenrollment upon refunds/cancellations or failed payments.


When it comes to subscription renewals, Zapier has a great feature for adjusting the date and time (Modifying Dates and Times). You can input human-readable text like "one month from today", or "two hours from now":



Or you can use combinations like getting the time of the order date:



 and adding two hours:



This will take the date and time that the charge went through and add two hours (or whatever amount of time you want).


For subscription payments, you will want to set the expiry date for the intervals specified by payment, for example monthly or annually. When Zapier pulls the proceeding payments, the enrollment will be extended for the next payment period. 


Setting passwords with Zapier

You may use external checkout systems (such as SamCart or Thrivecart) to enroll students into your course using Zapier. When setting up the enrollment Zap, there is an option to enter in password details for students. 


Prior to this step, please review the section on how to enroll students who purchase through external checkouts (like SamCart, ClickFunnels or Shopify) via Zapier to see where this step sits in the wider Zapier enrollment process.


Your Zap should look something like this:



Within the third step, or second action under 'Thinkific'.


Enter the mandatory sign up fields that are pulled from your check out provider (first name, last name and email address). These fields are required to create a student account in Thinkific.



Enter the expiry date and password if necessary. 


Then you will have the opportunity to create a password for your students



If you create a password:


All students who enroll will require this password to sign into their account. This is could be customized depending on the Trigger app and what information that can be parsed. We recommend that in your welcome email, you encourage students to change their password when they sign in.



If you do not create a password:


Students will be prompted within their site welcome email to create their password. At Thinkific, we call this process express sign in



Add user details to all your existing Thinkific triggers using the Search Users zap

The Search Users Zap is a powerful way for you to get detailed user information on demand in your Zapier Zaps. It itself is neither a trigger or an action, but it sits in between a trigger and an action and allows you to collect more robust information to use in your zap. 


It can be used with any trigger that has a Thinkific User ID, and works especially well with all of your existing Thinkific triggers. Add it as a secondary step to any Thinkific trigger to include information such as Custom Fields that you set up in Thinkific.  Keep in mind that this creates a 3 step zap, which requires a paid Zapier account.


How it works

With all of our existing triggers we include a User ID value that you have access to. You can now use this value to create an intermediary zap that searches and collects more detailed user information about the user that has triggered that zap and include it in your Actions.


In this example, we are going to set up a Thinkific Trigger to send Course details (course name) and user information (User name and custom field) to Slack to receive a message anytime a student orders my course.


Setting it up

Select your favorite Thinkific trigger and set it up to track your user events. Search Users works with all existing Thinkific Triggers, so pick the event that will get you the information that you need about your students.



When selecting your Action select Thinkific again and select the Search Users option in the Search section (beneath all the Actions). Select this and then press Continue.



This Search Users zap accepts a User ID value and returns the corresponding users information. In the ID field open your drop down and select User ID from the dropdown.


Next, complete your zap with your preferred action, in this example, we are connecting it to Slack. Now when you open the field drop down you will see two data sets to select from! Selecting the first will give you access to the data from your initial trigger while the second will give you your detailed student information.



Using the data from both the Order and the User, build your Action to be customized for your use case.  In Slack, we will send a new message with the order and user details.



Test your Zap to confirm that it is working, Upon testing this slack zap you should receive a message in your inbox!



Finally, name your zap and turn it on and you are ready to go!



Search Users can be used in a variety of different circumstances and are most useful when connected to other Thinkific Triggers!


It’s very powerful when setting up zaps with your Email Marketing & CRM tools to give you full access to Student and course information to continue to build verbose marketing campaigns for your users. 


As another example, say that you have created a custom field in order to get your users to identify their current level of experience with your course topic. You can use this trigger and search zap to easily segment your user into different lists based on the course that they have purchased, while at the same time tagging and grouping them together based on their relative experience. This puts you in a great situation to create extremely customized marketing content and send it out to the perfect contact.


Lesson Completed Zap


You can trigger actions with Zapier once a student completes a particular lesson, reaches a certain % of completeness within your course or everytime a lesson is complete.


A few examples of this in action would be if you want to send reminder emails at specific intervals of their completeness to encourage their participation, or to email a promo code for the next course when they are close to completing the current one. Since the lesson completion is a trigger, you can have the action zap a part of any other application, like a CRM tool or doc/sheet, for example.


Setting it up

There are three ways you can use this trigger:
- Upon completing a particular lesson

- Once a student reaches a certain percentage of completeness within your course
- Every time a lesson is complete


We will explore each one below:


Trigger upon completion of a certain lesson


Select Thinkific as your Trigger App, Continue:



Select Lesson Completed as your Trigger, Save and Continue:



Connect or Select your Thinkific account, Continue:



Select the course you want to track for lesson completion and the specific lesson you want to be the trigger. You could also select multiple lessons within a course if you wanted to (e.g. selecting all quizzes within a course for example). Then Continue:



Test the Trigger by selecting Fetch and Continue


Then Continue when the test returns as successful:



Select your relevant Action App.


In this example, I will use Slack to send myself a direct message with the student’s name and the lesson name they completed. Continue:



Send a test to Thinkific. Once it returns successful, select Finish:



Check your Action app to ensure the Zap was completed and looks how you want:



Turn the Zap on and it will be live for your students.



Trigger upon completion of a certain percentage of lessons complete


This means you can trigger the action according to a specific percentage of lessons complete in the course. In an example where you have ten lessons, and you set the trigger for 80% complete, it may not necessarily be on the eighth lesson the trigger occurs as the student may complete lessons one - seven and the ninth lesson, meaning the ninth lesson is the trigger as that was the lesson that met the criteria for 80%.


When you use the “greater than” enrollment percentage completion, the action will trigger for every lesson completed after that percentage. In the example above, the trigger will activate three times in total (80% trigger, then there are two more lessons remaining, each triggering the action once more). If you want to only have the trigger activated once, you will need to specify the filter appropriately. 


Select Thinkific as your Trigger App, Continue:



Select Lesson Completed as your Trigger, Save and Continue:



Connect or Select your Thinkific account, Continue:



Leave the Lesson field blank. Continue:



Test the step until it is successful, then Continue:



Add another action and select Filter (Zapier’s own App):



Select the Filter ‘Only continue if…’. Save and Continue.



Then enter your criteria. For example, Enrollment Percent Completed, Number Greater than .8:



This means the action will be triggered when the student’s percentage completed is 80% or greater.


If you want the trigger to a smaller subset of lessons, you can use the ‘less than’ filter in addition to the ‘more than’ like this:


In this example, the action will trigger every time a student completes a lesson where their overall course percentage is between 80% and 99%.


How many times these triggers activate will depend on the number of lessons you have in your course. If you have a course with two lessons and the percentage trigger you set is 50%, then the action will trigger twice. If you have a course with one hundred lessons and the percentage trigger you set is 50%, then the action will trigger fifty times.


Once you have entered your filter requirements, select Test and Continue.


Then Continue when the test returns as successful:



Select your relevant Action App.


In this example, I will use Slack to send myself a direct message with the student’s name and the lesson name they completed. Continue:



Send a test to Thinkific. Once it returns successful, select Finish:



Check your Action app to ensure the Zap was completed and looks how you want:



Turn the Zap on and it will be live for your students.



Trigger for every lesson completed in the course


Select Thinkific as your Trigger App, Continue:



Select Lesson Completed as your Trigger, Save and Continue:



Connect or Select your Thinkific account, Continue:



Leave the Lesson field blank. Leaving the lesson blank means that any change in lesson completion will trigger the action. Continue:



Test the step until it is successful, then Continue:



Select your relevant Action App.


In this example, I will use Slack to send myself a direct message with the student’s name and the lesson name they completed. Continue:



Send a test to Thinkific. Once it returns successful, select Finish:



Check your Action app to ensure the Zap was completed and looks how you want:



Turn the Zap on and it will be live for your students.




Zapier Built In Apps


Zapier has created their own tools that anyone can use in their workflows. A full list of all their applications can be found here.



  • Formatter allows you to manipulate data like dates, names, and email addresses on the fly.

  • RSS lets you watch an RSS feed for new entries.

  • Email helps you send data from any app to your email inbox.

  • SMS routes app info to a phone number.

  • Schedule will trigger your Zaps on a schedule you set.

  • Formatter is a multi-tool for transforming your data. 

  • Push is Google Chrome extension that lets you trigger workflows from anywhere online.

  • Lead Score will find any contact information from an email.

  • Delay puts your Zap on hold until a certain time, or for a certain amount of time.

  • Translate automatically changes text into a language of your choice.

  • More advanced developer Tools are available, too, including Code, Webhooks, and Storage. 



Popular Zaps


Mailchimp

MailChimp is a marketing automation platform and an email marketing service. Thinkific has a direct integration with Mailchimp that supports sending students to one Mailchimp list. Zapier is helpful if you want to send students into multiple Mailchimp lists, send other data or perform other Actions. 


Subscribe new Thinkific student to MailChimp


Create a new Zap and select Thinkific as your Trigger, then Save + Continue:



Select the relevant trigger, in this example, New Full Enrollment:



Connect and select your Thinkific account, then Save + Continue:



Select the course or bundle name that you want to trigger the Mailchimp action:



Test the trigger:



If your test comes back successful, your trigger is good to go:



Now that you have your trigger set up, create your action. Under Action, select MailChimp, Save + Continue:



Choose the relevant Action, in this case, Add/Update Subscriber, Save + Continue:



Connect and select your MailChimp account, Save + Continue:



From the dropdown, select the list you want the student to enter when signing up to your specified Thinkific course. You will also need to add your subscriber email address (it is passed from your Thinkific account). Add any other optional relevant MailChimp fields that apply, then Continue:



Test this step to ensure it comes back successful:



Create and Continue:


Then Finish:



Turn on your Zap and you’re finished!




Drip

Drip is a marketing automation platform and an email marketing service.


Add a tag to a subscriber


Create a new Zap and select Thinkific as your Trigger, then Save and Continue:



Select the relevant trigger. In this example, we're using New Full Enrollment:



Connect and select your Thinkific account, then Save and Continue:



Select the course or bundle name that you want to trigger the Drip action:



Test the trigger:



When the test comes back successful, your trigger is good to go:



Now that you have your trigger set up, create your action. Under Action, select Drip, Save and Continue:



Select the relevant Drip action. In this example, we're using Create or Update Subscriber. Then, click Save and Continue:



Connect and select your Drip account, Save and Continue:



Add your Drip Account ID (which will likely be your Thinkific site URL). Add the User email as scraped from Step 1 of your Zap. Add any Tags that you created from your Drip account and other optional fields. Continue:



Test the step, Create and Continue:



Once the test comes through successful, turn on your Zap:





ActiveCampaign

Drip is a marketing automation platform and an email marketing service.


Add a student to a list after completing a course. Choose Thinkific as the Trigger App, then Save and Continue:



Select the relevant trigger. In this this example, we're using Course Completed as the Trigger:



Connect and select your Thinkific account, then Save and Continue:



Select the course or bundle name you want to be associated with the campaign, Continue:



Test the Trigger:



Once the test comes back successful, select Continue:



Now that you have your trigger set up, create your action. Under Action, select ActiveCampaign, Save and Continue:



Choose the relevant action. In this case, we're using Create/Update Contact, Save and Continue:



Connect and select your ActiveCampaign account, Save and Continue:



Select the relevant list and email address. Adding first name, last name and tags are optional. Continue:



Test this step to ensure it comes back successful, and Finish:



Then turn your Zap on and you'll be all set:




SamCart

SamCart is an external sales page and checkout platform. You can use Zapier to automatically enroll students who purchase your course through your SamCart checkout.


Before setting up your Zap, you will need to have a SamCart account with your products created inside SamCart that correspond to your courses in Thinkific. Please note: your product names in SamCart do not have to match your Thinkific course names. 


Make sure you have at least one recent order created in SamCart as Zapier will fetch an existing order for testing purposes.


Now let's go into Zapier and set up a Zap:



Within the Trigger, select SamCart as your Trigger App. Select Continue.



Then select New Order, then Continue.



Select your SamCart account or connect a new account if necessary. Select Continue.



Test your Samcart trigger to ensure it's all connected. Select Fetch and Continue.



Next, use Zapier Utilities to match the SamCart product name with the corresponding Thinkific course ID since Thinkific requires the course ID to enroll students. 


Select Formatter as your Action App, then Continue.



Create Utilities. Select Continue.



Under Transform, select Lookup Table.


Under Lookup Key, select Product Name. There should be preview fields for you to be able to see examples of what different fields you could select. The Product Name will be the course name as you entered it into SamCart when you set up your account.


Under Lookup Table, enter the course name in the first field and course ID in the second. Select '+' to enter in the SamCart product names and course IDs for all of your courses if you have more than one.


Leave the Fallback Value field empty. 


Select Continue.



Ensure you have all the relevant information in the right fields.



Create and Continue to test the Formatter. Select Add a step.



Select Thinkific as your App. Click Continue.



Under Create, select Enroll User. Then Continue.



Select your Thinkific account or connect a new account. Select Continue.



Now enter the Thinkific Enrollment fields.


Under Products, select Use a Custom Value (advanced) at the bottom of the drop down.


In the second data field, select Step 2: Cart Items Name, which will likely be at the bottom of the drop-down field. This field references the course ID that you are using to enroll students, that is pulled from the lookup table in the previous Zap step.



Enter the mandatory sign up fields that are pulled from SamCart (Customer First Name, Customer Last Name and Customer Email). These fields are required to create a student account in Thinkific.



Enter the expiry date and password if necessary.  Without a password here, students will be prompted via email to set up a password via Thinkific's Express Sign-In page if you've elected to enable your Site Welcome Email and include this in the body of the email. Select Continue.


Confirm the test preview information is correct, then choose Create and Continue to test through Zapier. Then select Finish. 



Your Zap flow should look like this:



After creating your Zap, you will want to turn it on by selecting On.



You will want to test this process out with a dummy student in SamCart and confirm that both your student was created in Thinkific, and that they are enrolled in the correct course. If you don't set a password you'll also want to confirm that you received the Site Welcome email containing the set password email from Thinkific. 


Unenroll students upon Samcart Refund

You can use Zapier to automatically end enrollments for students when you issue a refund through your Samcart checkout. 


Before setting up your Zap, you will need to have a Samcart account with your products created inside Samcart that correspond to your courses in Thinkific. Please note: your product names in Samcart do not have to match your Thinkific course names. 


Make sure you have at least one recent refund created as Zapier will fetch an existing refund for testing purposes.


Now let's go into Zapier and set up a Zap.



Within the Trigger, select SamCart as your Trigger App. Select Continue.



Select New Refund as the Trigger. Save and Continue.



Select the Samcart account which you want to run the refund through.  Then Save and Continue.



Test your trigger by fetching an existing refund. Select Fetch and Continue.



Once your test is successful, choose Continue.


Next, Use Zapier Utilities to match the Samcart product name with the corresponding Thinkific course ID since Thinkific requires the course ID to identify and unenroll students. 


If you followed our guide on setting up enrolment through Zapier for Samcart, you will notice that this is the same second step.


Select Formatter as your Action App and Continue.


Create Utilities. Select Save and Continue.



Under Transform, select Lookup Table.


Under Lookup Key, select Product Name. There should be preview fields for you to be able to see examples of what different fields you could select. The Product Name will be the course name as you entered it into Samcart when you set up your account.


Under Lookup Table, enter the product name in the first field and course ID (from Thinkific) in the second. Select '+' to enter in the Samcart product names and course IDs for all of your courses if you have more than one. The product names on the left must correspond exactly to the product names in Samcart for the Lookup Table to work.


Here's how to get your Thinkific course IDs.


Leave the Fallback Value field empty. 


Select Continue.



Ensure you have all the relevant information in the right fields.



Create and Continue to test the Formatter. Select Add a step.



Select Thinkific as your App. Click Continue.



Under Create, select Unenroll User. Select Continue.


Select your Thinkific account or connect a new account.


Select Continue.



Now enter the Thinkific Enrollment fields.


Under Products, select Use a Custom Value (advanced) at the bottom of the drop down.


In the second data field, select Step 2 Cart Items Name, which will likely be at the bottom of the drop down field. This field references the course ID that you are using the enrol students that is pulling from the lookup table in the previous Zap step.



Enter the mandatory sign up fields that are pulled from Samcart (email address). This field is required to identify a student account in Thinkific.



Leave the expiry date blank if you want the refunds and unenrollment to take effect immediately. Or you could use a dynamic date field if you wanted to set the unenrollment to take effect at any other time (e.g. in a day, or in two hours). Then select Continue.


Confirm the test preview information is correct, then choose Create and Continue to test through Zapier. Then select Finish and turn your Zap on.



You will want to test this process out with a dummy student in Samcart and confirm that both your student was refunded then unenrolled in Thinkific.


There you have it! You now have your Samcart set up to refund and expire student enrollments in your courses.


Stripe

You can use Zapier to automatically unenroll students who you've refunded from your Stripe dashboard. 


Before setting up your Zap, you will need to have a Stripe account with your products created inside Stripe that correspond to your courses in Thinkific. 


Please note: your product names in Stripe must match your Thinkific course names exactly (including cases). 


Make sure you have at least one recent refund created, as Zapier will fetch an existing refund for testing purposes.


Please note that the Zapier Starter plan or higher will be required due to the number of steps required for the Zap.


Now let's go into Zapier and set up a Zap.



Choose Stripe as your Trigger App.


Select New Event as your Trigger. Save and Continue.


Select your Stripe account.  Then Save and Continue.



Select Charge.Refunded from the drop down menu for type of Stripe event.



Test your Stripe trigger by fetching an existing event. Fetch and Continue.



Once your test is successful, choose Continue.



Choose Formatter as your Action App.



Select Text as your Action.



From the Transform drop down, select Split Text.


For the input, select Data Object Description from Stripe.


Enter ':[ :space: ]' (minus the quotation marks) for the Separator.


Under Segment Index, select Second. Save and Continue.



Double check the information in the test formatter. Create and Continue.



Ensure the test was successful. Select Add a step.



Choose Formatter as your Action App.



Select Text as your Action.



From the Transform drop down, select Split Text.


For the Input, select Data Object Description from Formatter. It is important that you select the Data Object Description that has been stripped using Formatter (in the second step) rather than the Stripe (from the first step).


Within Separator, enter '[:space:]-' (minus the quotation marks).


Select First as your Segment Index.


Continue



Review the Test Formatter information.  Create and Continue.



Once the test returns successful, add a step.


Choose Formatter as your Action App.



Select Utilities as your Action. Save and Continue.


Under Transform, select Lookup Table.


Within Lookup Key, select Product Name. There should be preview fields for you to be able to see examples of what different fields you could select. The Product Name will be the course name as you entered it into Stripe when you set up your account.


Under Lookup Table, enter the course name in the first field and course ID in the second. Select '+' to enter in the Stripe product names and course IDs for all of your courses if you have more than one.


Leave the Fallback Value field empty. 


Select Continue.



Verify the information for the test. Create and Continue.



If the test returns as successful, add a step.



Choose Thinkific as your Action App.


Continue.



Select Unenroll User.  Save and Continue.



Select your Thinkific Account. Save and Continue.



Under Products, select Use a Custom Value (advanced).


From that drop down, select the Output from Step 4. 


Enter in the Stripe email that corresponds to the student account in Stripe to cross reference with the student's Thinkific account.


Leave the expiry date blank if you want the refunds and unenrollment to take effect immediately. Or you could use a dynamic date field if you wanted to set the unenrollment to take effect at any other time (e.g. in a day, or in two hours). Continue.



Verify the information for testing.


Create and Continue.


Confirm the test preview information is correct, then choose Create and Continue to test through Zapier. Then select Finish and turn your Zap on.




You will want to test this process out with a dummy student in Stripe and confirm that both your student was refunded then unenrolled in Thinkific.


There you have it! You now have your Stripe set up to refund and expire student enrollments in your courses.



Shopify

Shopify is an external sales page and checkout platform. Automatically enroll students who purchase your course through your Shopify checkout.


Before creating this Zap, you will need to have created your item in Shopify. You need to have created an order (you can set a discount of 100%) and create a fake student associated with that purchase. You will need a Premium Zapier account to complete this Zap.


Choose Shopify as the Trigger App, then Save and Continue



Select the relevant trigger, in this example, New Paid Order as the Trigger:



If you have not already connected your Zapier and Shopify account, you will need to install the Zapier App in your Shopify account:



Connect your Shopify store:



You may want to test the account connection, by selecting ‘test’ to ensure they are connected. Then, Save and Continue:

Under the ‘Payment Status’ select Paid. Leave all others blank.



Make sure you have at least one order in your Shopify account with a contact (even if is a fake 100% discounted course). Test your Trigger, then select Fetch and Continue. Once your test returns Successful, you'll be good to move onto the next step:



Now that you have your trigger set up, create your action. Under Action, select Zapier’s Filter, then Save and Continue:



Select ‘Only continue if…’, then Continue:



From the drop-down, select ‘Line Items Name’ and ‘(Text) Exactly matches’ then enter the course title within your Shopify account exactly. Then, Test and Continue:



Once the test comes back successful, select Continue:



Now create your action. Under Action, select Thinkific, then Save and Continue:



Select Enroll User.


Select the relevant Thinkific action, for example, Enroll User, then select Continue:



Connect and select your Thinkific account, then Save and Continue:



Under Products, select your Thinkific course that you want the Shopify product to relate to and the First and Last names and email address from Shopify’s steps:



You can also add an expiry date or password if that is part of your enrollment process. Then, select Continue:



Test for success and then Finish:




ClickFunnels

ClickFunnels is an external checkout platform that helps you create marketing funnels and conversion. In this example, we'll automatically enroll students who purchase your course through your ClickFunnels checkout.


Create a new Zap and select ClickFunnels as your Trigger, then Save and Continue:



Then select the relevant trigger, in this example, New Successful Purchase:



Connect or select your ClickFunnels account, then Save and Continue:



Test your ClickFunnel account to ensure it's all connected then you're ready to set up your next step!


Funnels in ClickFunnels are product specific, so select the funnel that relates to your specific course/bundle in the dropdown. Then select which funnel step you want to trigger the enrollment. The order form makes the most sense for most funnels given that is when the student would be purchasing the course, provided you have an order page form on your funnel. 



Then test the connection. You will need to have put through a fake purchase on that specific funnel prior to testing:



Select Continue.


For the Action, select Thinkific, then Save and Continue:



Select the relevant Thinkific action, for example, Enroll User, then Save and Continue:



Connect and select your Thinkific account, and Save and Continue:



Now enter the Thinkific Enrollment fields.


From the Product drop-down, select which course you want the student to enroll in. Thinkific account details should be parsed from the order form from ClickFunnels; under first name, select the ClickFunnels Contact First Name. These fields are required to create a student account in Thinkific.



Select ClickFunnels Step 1 last name and contact email for the relevant fields. Add an expiry date, company or password, if relevant. 


Without a password here, students will be prompted via email to set up a password via Thinkific's Express Sign-In Page if you've elected to enable your Site Welcome Email and include this in the body of the email. 


Then, Continue:



Test this step. You will need to have had at least one student enroll in this Thinkific course prior to testing. Once it comes through as successful, select Finish:



Then turn your Zap on, and you'll be all set!




Troubleshooting Zapier

I want to use an App that is not in Zapier’s directory!

Newer or niche applications may not be in the Zapier directory and thus, cannot be connected to Thinkific. Zapier adds new applications every week so check the App directory occasionally to see if your desired application is there. 


If the app you’re looking for is not available in Zapier you should check if Thinkific has a direct integration with the app. The other alternative is using Thinkific’s API to build a connection between your app of choice and Thinkific. Please note using the API is for experienced developers and is available on our Advanced Plan. 


What does ‘Beta App’ mean in Zapier?

When new apps apply to integrate with Zapier, they must pass through two stages, one of which is to be beta tested by users. It's at that stage you'll now get exclusive access to their invite-only Zapier integration, as well. You can learn about the entire process here.

Want early access to new apps on Zapier? Here's what to do:

  • Visit Facebook and request to join the "Early Access to Zapier Apps" closed group.

  • When a new app is posted, sign-up for the app if you haven't yet;

  • Then, click the link in the post to accept an invitation to add that app to your Zapier account.

  • Begin making Zaps with the new app! If you find a bug, email Zapier’s support team at contact@zapier.com.


I keep trying to connect a new account to test in Zapier and it’s not working!

Sometimes apps for Zapier require creating an example action for the system to ‘pull’. When testing for a purchase, you often have to make a fake purchase. When testing for a calendar invite, you have to make a fake calendar invite. Sometimes having just one example in your connected account is enough. At other times, Zapier needs you to process a new action while searching for it. Be sure to try both ways if you’re having trouble.


What do I do if I only have the student's full name but Thinkific requires a first name and last name?

Different apps on Zapier collect different information and format them in different ways. For example, some applications collect customer names as a single field rather than as two separate fields: ‘customer first name’ and ‘customer last name’. For example:



To create a Thinkific account, students need to have their name fields split into first name and last name. If you are using an app that only collects full name fields then you will need to use Zapier’s splitter tool to break up the names into two fields.


First, connect the relevant Trigger, likely the application that has a full name field. 



Then, for your action, select Formatter:



Create Text, Save and Continue:



Under Transform, select Split Text, then Save and Continue.



Under Value, select the variable that you want to separate from your Trigger.


Under Separator, specify how Zapier should identify when the two snippets should be broken up. In this case, the value is ‘First Last’ so the separator would be a single space. But you may have hyphens, commas or other grammatical symbols/characters that are in the variable which need to be removed. If the Separator is a single space (like in this example) you can leave it blank as this is the default.


Under Segment Index, enter First, and Continue.



Test until the variable returns accurately. The output should be the first name from your Trigger App.



Now, select Add a Step and choose Formatter once more. You will nearly repeat the last Action, except for the Segment Index:



Create Text, Save and Continue:



Under Transform, select Split Text, then Save and Continue.



Under Value, select the variable that you want to separate from the Trigger app.


Under Separator, specify the same separator as the previous action.


Under Segment Index, enter Last, and Continue. 



Send Test to Formatter by Zapier and ensure the output is the last name:



Select Add a Step and choose Thinkific.



Create Enroll User (or other relevant Thinkific Action), Save and Continue:



Select your Thinkific account, Save and Continue:



Select the relevant Product in Thinkific you want these students to enroll in. 


Under First Name, select the output from Step 2, which will preview as the first name.


Under Last Name, select the output from Step 3, which will preview as the last name. 


Enter the other relevant fields like email (mandatory), expiry date and password (both optional). Continue:



Send the Test to Thinkific:



Ensure the test comes back successful, then select Finish:



Turn your Zap on and you are good to go!


 


Specific Troubleshooting

Zapier has a troubleshooting guide to help you with some common trouble spots; check that out here: https://zapier.com/help/problems-zaps/.


Who can help

If that doesn’t solve your problem, you can email Zapier directly at: contact@zapier.com or reach out to our fantastic support team at customers@thinkific.com.


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