Zapier Setup

Zapier Setup

OVERVIEW

Zapier is a tool that enables you to automate repetitive tasks between your Pluto LMS and one or more other app. You can connect your Pluto LMS with thousands of the most popular apps to automate your work without the need to use code. Before you can start creating automated workflows (zaps), you need to set up your Zapier account in your Pluto LMS. 

USE CASE EXAMPLE: 

Automated Student Enrollment:

In an LMS, administrators often need to enroll students into courses manually. However, with the help of Zapier, you can streamline this process by automating the student enrollment based on certain triggers. Here's how it could work:

Scenario:

Suppose you have a Google Form where students sign up for courses they're interested in. You want to automatically enroll students into the corresponding courses in your LMS without manual intervention.

GENERATE ZAPIER TOKEN

Step 1: Click on "Site admin", followed by "Integrations" and then "Manage tokens."





Step 2: Click on "Create token."



Step 3: On the "Create token" page, (1) select the user you wish to assign the Zapier token to, (2) select "Zapier" as the service and optionally (3) enable and set a date until which the Zapier token will be valid. 

You need to assign the token to the user that will be creating the automations (zaps) in Zapier - so that it matches the account holder information in Zapier. If the account information (email address) does not match, your zaps will not work.



Once you're happy, click on "Save changes."

Step 4: Your Zapier token will now be displayed on the "Manage tokens" page. You will need this information when connecting Zapier to your Pluto LMS. 



CONNECT ZAPIER TO YOUR PLUTO LMS


Step 1: Login to Zapier (or sign up for a free account).

Remember to use the email address of the user to whom the Zapier token has been assigned on your Pluto LMS. 

Step 2: Once you've logged in, search for "Pluto LMS" or click here to connect your Pluto LMS to the app of your choosing. 



Step 3: Allow Zapier to access your Pluto LMS.

Depending on when you connect Pluto LMS within your Zapier workflow, you will be prompted to authenticate your account so that Zapier can connect with your LMS. (The same will authentication process will occur for the app you are connecting your Pluto LMS with).



Make sure that the Pluto LMS username, password and service token matches exactly with that of the user to whom the Zapier token has been assigned. 

CREATE A ZAP

Within the Zapier platform, there are 4000+ different applications you can connect to your Pluto LMS in order to create zaps. A Zap is an automated workflow that tells your connected apps to follow this simple command: "When this happens, do that."

Every Zap has a trigger and one or more actions. A trigger is an event that starts a Zap, and an action is what your Zap does for you. When a Zap runs, each action it completes counts as one task. You can think of these as the building blocks for your Zap. Start with your trigger and add the action or actions you want Zapier to perform.

Learn more about creating zaps via the Zapier support documentation and the Pluto LMS support documentation.



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