Zapier Universal Interface: Setting Triggers

Zapier (www.zapier.com) is an interface provider that allows you to transfer your webinar participant data to countless third-party systems. This allows you to send all your webinar emails via these third-party systems, trigger long-term email funnels in autoresponders, or simply transfer participants to your CRM system for further processing.
To set this up, please proceed as follows:

1. Open the webinar in Webinaris with which you want to transfer data via Zapier and navigate to the menu “Expert Settings” → “Interfaces”.

2. Add the Zapier Universal plugin

1. Click on "Create → Automated workflows" in Zapier

2. Click on ‘Untitled Zap’ at the top center to give your Zap a name. Use a name that best describes what the Zap is intended for.

3. Select the Webinaris app under ‘Trigger’.

4. Select the trigger event for which you want to transfer data, such as ‘New Registration’ and select your webinaris account.

5. If you need to connect your account to Zapier, click on ‘Choose an account’ and select ‘+ Connect a new account’. (You only need to do this once).

6. Enter the ‘Zapier Encrypted Key’ in the pop-up. You can find this in one of your webinars in Webinaris in the ‘Expert Settings’ → ‘API’ menu. Then click on ‘Yes, continue’.

7. Click “Continue” in Zapier as well.

8. Select the webinar for which you want to transfer data and click ‘Continue’.

9. Click on ‘Test trigger’ to test the trigger. Zapier will attempt to load a record from Webinaris and display the corresponding values.

10. Now select the platform to which you want to transfer the data as the ‘Action’ and finally set up the Zapier interface. Since the settings vary depending on the platform, we cannot go into detail here, but everything is usually self-explanatory.

Important note:
Depending on the selected plan, Zapier retrieves data every 5 or 15 minutes. This means that there may be a delay of up to 15 minutes in data transfer. Therefore, it is best to use Webinaris' internal email function, especially when sending access data for the webinar.

Alternative: Setting up triggers manually via HTTP universal interface

In some cases it may be necessary that triggers are not set up via the Webinaris app, but manually via the Webinaris HTTP Universal Interface. Please proceed as follows:

6. open Webinaris and create the HTTP universal interface according to these instructions: HTTP Universal Interface

6b) Add any parameters you would like to pass to Zapier. Use as parameter name (left column) any unique values and as content (right column) the corresponding placeholders, e.g:

6d) Perform the action to trigger the Zapier webhook using a traditional webinar registration (Example: If you want to transfer the information about a double opt-in, please perform a double opt-in.)

8. Wait until Zapier finds the sample and click on the small arrow on the right side to expand the sample. Then check the contents to see if all the required data has been passed. (If no sample comes, Webinaris has not yet sent anything to Zapier. Then please check the settings and make sure that the corresponding event has already taken place.)

Zapier stores the individual contents with the preliminary remark "querystring__", e.g:

VIII) Alternative to Zapier

Our HTML Universal Interface allows you to connect many platforms that you could also connect via Zapier - but without additional costs for Zapier and with a significantly lower time delay. It is therefore advisable to check this option as well.