Zapier is an online tool that automates tasks between hundreds of applications (i.e., Gmail, Slack, MailChimp, etc.) by connecting them through their APIs without any coding or developer intervention.
TalentCards uses Zapier to let you integrate your system with a broad range of popular third-party services.
Currently, the TalentCards-Zapier integration includes the following triggers and actions:
· New User: Triggers each time a new user is created within your TalentCards domain.
· Create User: Creates a new TalentCards user.
· Find User: Searches for a TalentCards user.
Before moving on to our step-by-step guide, you need to sign up for a free Zapier account. We’ll use the TalentCards-MailChimp integration as an example.
To integrate TalentCards with MailChimp:
1. Sign in to your Zapier account. On your dashboard, click Make a Zap! (1)
2. Under Choose a Trigger App (2), type TalentCards and click on the search result.
3. Choose TalentCards (3) and a trigger (4) (e.g., New User). Click Save + Continue (5).
4. Click Connect an Account (6) to connect your TalentCards account with Zapier.
5. On the dialog box that pops up, paste your TalentCards API key (7). Click Yes, Continue (8).
Note: To generate and copy your API key, sign in to your TalentCards account, click on your name, and from the drop-down list select System Settings. Select the API Integration tab and click on the Activate API button. Click the copy icon to copy the API key to your clipboard (see this article).
6. Click Test (9) to check your TalentCards-Zapier connection.
If you get a Success! message, click Save + Continue (10).
7. Select the TalentCards Group that you want to check for new users (11).
8. Pick a sample to set up your Zap (11) and click Continue (12).
9. Choose an action app (14) (e.g., MailChimp). Choose an action (15) (e.g., Add/Update Subscriber) and click Save + Continue (16).
10. Connect to your MailChimp account (17).
11. Click Test (18) to check your TalentCards-MailChimp connection. If you get a Success! message, click Continue (19).
12. Click the drop-down symbol (20) next to the List field and choose one of your existing mailing lists (required).
13. Click the list symbol (21) next to the Subscriber email field, and, from your user’s retrieved data, choose Email (required).
Leave the optional fields as they are and click Continue.
If the subscriber details are correct, click Skip test, and then click Finish.
14. Name your new Zap (22) and click the switch (23) to turn it On.
Click See it on your dashboard (24), and you’re done.
When it’s ON, TalentCards portal notifies Zapier when a new user is created, and your Zap adds them to the designated MailChimp mailing list.
Note: To do the reverse (i.e., pull users from a MailChimp mailing list to your TalentCards portal), make a new Zap with MailChimp as the triggering service (i.e., trigger: New Subscriber) and TalentCards as the action service (i.e., action: Create User).