Zapier (Salesforce, Slack, Twitter, Github, Trello, MATRIX LMS etc.)

 Heads Up: Some screenshots in this article show Watershed's refreshed UI which will be released January 24, 2019. Until then your actual account might look slightly different.

Zapier is a cloud-based tool designed for connecting commonly used applications so that an event in one application triggers an action in another. For example, it can be used to post a Slack message whenever somebody registers for a GoToMeeting webinar. Zapier can also be used to track usage of these applications in Watershed. Every time a user favorites a Tweet or reports an issue in JIRA, it could be tracked in Watershed. Every time a programmer commits code or posts to Slack, that can be tracked too. Zapier offers a really quick way to get data out of a range of commonly used programs and into Watershed reports.

The aim of Zapier is to make integrating these applications as easy as possible. With a few clicks and settings you can have an integration (known as a Zap) set up in a few minutes. It’ll then run automatically in the background until you turn it off.

Zapier has an impressive list of apps that it works with, and it’s possible to develop Zaps for products not on that list. That’s exactly what we’ve done for Watershed.

This guide introduces you to Zapier and explains how to connect applications to Watershed LRS using our Zapier Zap.

This guide has 3 main sections with additional sub-sections:

Zapier vs. Your Own Integration

Why would you want to use Zapier instead of developing your own integration? Zapier is especially useful for creating an integration for a proof of concept or a pilot project for the following reasons:

  • It’s cheap or even free for small scale projects.
  • It’s really quick to set up.
  • It’s easy to swap out applications e.g. if you are trialing more than one product.
  • You often don’t need to involve a developer.

Zapier can be used for larger scale projects too, but some organizations might prefer to develop their own integration after the pilot/proof of concept. If so, it can still be worthwhile trying the integration out in Zapier as a proof of concept. This is a useful way to collect feedback and get buy in ahead of developing your own integration.

Connecting to specific applications

The easiest way to connect applications to Watershed via Zapier is to use pre-configured shared Zapier integrations that we've created. Right now, the three most popular shared Zapier integrations are:

Find out how to set these and others up below.

Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application. You can track various Salesforce events to Watershed LRS using Zapier. We've included some examples below. Talk to us if you want to track other events or data.

New Task

Use this integration to track whenever a salesperson creates a new task. Click Use this Zap on the widget below and follow the instructions on screen to set this up.

Data from this event can be used in conjunction with data from other sources. If viewed on it’s own, it can viewed using a measure that counts interactions with the 'http://id.tincanapi.com/activitytype/sales-task' activity type.

Key questions answered: Who creates the most sales tasks? What times of year see the most sales tasks created?

New Event

Use this integration to track whenever a salesperson creates a new event. Click Use this Zap on the widget below and follow the instructions on screen to set this up.

Data from this event can be used in conjunction with data from other sources. If viewed on it’s own, it can viewed using a measure that counts interactions with the 'http://id.tincanapi.com/activitytype/sales-event' activity type.

Key questions answered: Who creates the most sales events? What times of year see the most sales events created?

Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams. You can track various Slack events to Watershed LRS using Zapier. We've included some examples below. Talk to us if you want to track other events or data.

New Message Posted

Use this integration to track whenever a team member posts a message. Click Use this Zap on the widget below and follow the instructions on screen to set this up.

Data from this event can be used in conjunction with data from other sources. If viewed on it’s own, it can viewed using a measure that counts interactions with the 'http://id.tincanapi.com/activitytype/chat-message' activity type and 'http://activitystrea.ms/schema/1.0/send' verb.

Key questions answered: Who posts the most Slack messages? What times of year see the most messages posted?

New User

Use this integration to track whenever somebody joins your team Slack. Click Use this Zap on the widget below and follow the instructions on screen to set this up.

This data can be aggregated using a count measure filtered by the verb 'http://activitystrea.ms/schema/1.0/join' and the activity id of your slack domain. 

Key questions answered: What times of year see the most new Slack users?

Twitter

Twitter is a social network that lets you publish 140-character messages, called "Tweets", that can be seen by an international audience in real-time. You can track various Twitter events to Watershed LRS using Zapier. We've put together a complete and detailed walkthrough outlining how to connect and report on Twitter data.

Github

GitHub is the perfect place to share code and work collaboratively on private and open source software. Github has an impressive array of events in Zapier, most of which have a lot of potential data fields associated with them. We've included some examples below. Let us know if you'd like help with creating Zapier integrations for other GithUb events or data.

Commit authored within a repository

Use this integration to track whenever a developer authors a commit within a particular repository. Click Use this Zap on the widget below and follow the instructions on screen to set this up.

Please note: In practice, number of commits is a bad measure of developer performance as it says nothing about the quality of work; we’ve included it as an example because it’s easy to use with a public Github repository as a demonstration.

Data from this event can be used in conjunction with data from other sources. If viewed on it’s own, it can viewed using a measure that counts interactions with the 'http://id.tincanapi.com/activitytype/code-commit' activity type.

Key questions answered: Which developers author the most code? During what time periods was the most code authored?

Trello

Trello is team collaboration tool that lets you organize anything and everything to keep your projects on task. You can track various Trello events to Watershed LRS using Zapier. We've included some examples below. Talk to us if you want to track other events or data.

User activity on a board

Use this integration to track user activity on a Trello board when you don't need to know what the specific action was. Click Use this Zap on the widget below and follow the instructions on screen to set this up.

Data from this event can be used in conjunction with data from other sources. If viewed on it’s own, it can viewed using the Leaderboard report.

To set up the Leaderboard report, follow the instructions for Setting up and Configuring a Leaderboard Card. Use the names of your Trello board(s) to filter activities and select the Interaction Count measure.

Key questions answered: Who uses a Trello board most? How has usage changed over time?

MATRIX LMS

MATRIX is a simple, powerful, cloud-hosted LMS for businesses that makes it easy to deliver online training. You can track various MATRIX events to Watershed LRS using Zapier. We've included some examples below. Talk to us if you want to track other events or data.

Use this integration to track when a learner completes a course within MATRIX. Click Use this Zap on the widget below and follow the instructions on screen to set this up.

Data from this event can be used in conjunction with data from other sources. If viewed on it’s own, it can viewed using the Leaderboard report.

To set up the Leaderboard report, follow the instructions for Setting up and Configuring a Leaderboard Card. Use the names of your MATRIX LMS courses to filter activities and select the Completion Count measure.

Key questions answered: Who has completed the most courses? Which courses are most popular? How has the number of course completions changed over time?

Connecting to other applications

We want you to be able to connect all of Zapier’s Zapbook to Watershed LRS so we’ve created a Watershed Zap! You can use this Zap to listen for a events in one or more of the applications available within Zapier and send a xAPI statement to Watershed when that event happens. Here’s how to set it up.

Please note: This section is for advanced users who have an understanding of xAPI statement design. We recommend that most users make use of the Zapier integrations shared above. Please talk to us if the integration you need is missing and we can help to create it.

  1. Register for Zapier. The free account gives you enough tasks to send 100 statements per month, which is enough to test with. For anything bigger than a proof of concept you’ll need a paid account.
  2. In the My Zaps tab on your Dashboard within Zapier, click Make a New Zap. This opens the New Zap wizard.
  3. On the left, choose the application and event that you want to track. On the right hand side, select WATERSHED LRS and Send a Statement.
  4. Follow the instructions on-screen to connect Zapier to the application you want to track and to Watershed. You will need to add Zapier as an Activity Provider in Watershed to get your Key, Secret, and Endpoint. Complete any settings specific to the application you want to track (step 4 of the Zap wizard). Ask us if you need any help connecting to your Watershed account.
  5. In step 5 of the Zap wizard you’ll craft the xAPI statement to be sent to the LRS. If you understand xAPI statements, you can complete this section yourself following our Statement Design Guide. If not, or if you get stuck, you can ask us to help. You should fill in as many of the fields as are relevant, following the instructions on the screen. You’ll use a combination of fixed values and variables from the source application.
  6. Finally, test the Zap and turn it on. The test should send a xAPI statement to your Learning Record Store (LRS). You can see this statement in Watershed using the Statement Viewer.

That’s it! xAPI statements will now appear in Watershed whenever the event you selected happens. You can use Watershed’s reports to display and analyse the data.

Please note: To ensure you get the most out of the data you collect, please follow the Statement Design Guide when configuring the Zap. We recommend that you choose at least one Watershed report to target with the data and test your statements with that report. Read more about creating reports here.

Trigger actions from xAPI statements

This article has mainly discussed having other applications trigger xAPI statements. The reverse is also possible; you can have Zapier look for a particular xAPI statement and then trigger an action. Given the range of apps in Zapier, the possibilities of this are endless. Some random example include:

  • Email out a reminder resource 1 week after somebody completes a course.
  • Tweet a congratulations message when a customer gets certified to use your product.
  • Turn on a lawn sprinkler when the learner gets a question wrong.

You can even trigger another xAPI statement to be sent to the same or a different LRS.

To set this up, simply select Watershed LRS as the Trigger App when creating a Zap and choose the New Statement trigger. Select the LRS you want to monitor and populate the filter to fetch only those statements you want to watch. Test and save the trigger then continue to build the rest of the Zap as normal. It’s really easy.

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