For an overview of Zapier and how you can use it with Thinkific, please see this article.
When you're ready to get started, visit zapier.com and sign up for an account. You can then follow the instructions below to set up your first Zap for Thinkific.
Check out this handy example of setting up a Zap too:
In this article:
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.
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.
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.
When it comes to connecting your Thinkific account, follow our instructions below.
For your first Zap, you'll need to connect your Thinkific account as the Trigger or Action app.
Note: For Zaps where Thinkific is the Trigger, the next step will be testing the connection by fetching a recent enrolment, order, or whatever’s relevant for the zap you're creating. If you don’t have any of these yet, try logging out of Thinkific and signing up as a test user with a new email address.
If the pre-made Zaps aren’t what you’re looking for, you can also create your own to link Thinkific with one of the 750+ apps that Zapier integrates with.
To get started, hit Make A Zap! at the top of the page.
Zapier’s on-screen instructions will walk you through most of the process. And when it’s time, follow these instructions to connect your Thinkific account.
You can refer to the Triggers and Actions listed in this article to figure out what will work best for your needs.
Note: 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!
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