We are very pleased to announce the general availability of the Jumbula Zap with Zapier. The integration enables you to automate your workflows across a wide range applications with Jumbula.

What is Zapier?

Zapier is a platform that connects over 5,000 apps to create workflow integrations between different applications and automates manual tasks.  With Zapier, you choose two or more apps, define rules based on your business needs, and automate the flow of information from one app to another app. Refer to www.zapier.com for a complete treatment on how Zapier works.

Overview of steps to create a Zapier integration

This section provides a quick overview of the steps involved in creating a Zapier integration. In a subsequent section, we will provide an actual hands-on tutorial on how to set up an integration between Jumbula and Google sheets.

• App: You choose the app that acts as the source of the information, for example, Jumbula
• Trigger: A trigger, also called an event, starts off the automated process between the apps, for example, a registration enrollment event coming through Jumbula.
• Action: The action defines what you want to do with the information that comes from the trigger, for example to automatically create an entry in a Google sheet for an enrollment in Jumbula.
• Zap: After you go through the steps above and save your work, you create what is called a Zap. A Zap can have up to 100 actions and automate an entire process, not just a single task. Zaps automate manual workflows and allow you to focus your time on your business instead of carrying out repetitive manual tasks.

Jumbula Triggers Overview on Zapier

Jumbula currently provides two events in Zapier, one event to be triggered when a new order (enrollment) is created, and another event for the update of an existing order.

For each of these triggers, you have access to the following fields in the enrollment data:

• Participant username
• Participant first name
• Participant last name
• Program name: This field displays the name of the program in which the participant is registered.
• Order ID: This section displays the ID of the order registered in the system, which is a unique number
• Form: This is a dedicated section with a variety of subcategories that typically presents comprehensive information on the portion of the forms that the participant has completed.
• Form.section name: There is a subsection named "section name" in the Form part. It displays the name of the participant.
• Form.template name: There is a subsection named "template name" in the Form part. It displays the name of your form template which is submitted in the system.
• Follow-up form ID: It displays the unique ID of the follow-up form submitted by users.
• Form.ID: There is a subsection named "ID" in the Form part. It displays the unique ID of the form submitted in the system.
• Form.section.elements: There is a subsection named "elements" in the section part, the section part is also a subsection of Form). It displays the related elements of the registration form such as name.
• Form status: It indicates if the user has completed the form or not.
• Form. template ID: There is a subsection named templated ID in the Form section. It displays the ID of the form template submitted in the system.
• Form. type: There is a subsection named type in the Form section. The type of registration form that the user filled out is shown in this section.
• Business name: shows the brand that runs the specific program for its users.
• Waiver names: It displays the names of the waivers that program participants have filled out or signed.
• Registration date: It displays the user's registration date for the specific program.
• Schedule start date: This field shows the start time of the program
• Confirmation ID: An ID that uniquely represents a registration.
• Paid amount: It displays the amount paid by the user.
• Schedule end date: This field displays the program completion date.
• Total amount: This number represents the overall price of a program
• Transaction IDs: A set of distinct and special IDs for the transactions carried out in the system

Note: We will be providing more triggers for Zapier in the future based on the needs and feedback of users.

Example 1: Integrating Google Sheets with Jumbula enrollment data

•  Create an account on Zapier.com
• Log in to your Zapier account > Click Create Zap on the Zapier panel

• Search and select Jumbula from the search section

After you choose Jumbula, you will see the following page:

• Choose an Event based on the information above and your needs.
• Click Continue

After you choose an Event for your integration, you have to choose your Jumbula account

At this point, you must sign into your Jumbula account since Zapier needs to sync your Jumbula account data.

• Click Sign in

In order to sync your Jumbula account with Zapier:

• Enter your Email and Password (Jumbula account)
• Click Sign in

You also have the option to connect and use another Jumbula account with Zapier. In this regard:

• Click on the Connect a new account button

Note: Only Admin and Partners as the business roles can use Jumbula triggers on Zapier.

On the loaded page, you have to chose the right business role (Admin or Partner) and then:

• Click Login

On the page you come across, you need to accept the access request to your Jumbula account to Zapier. Therefore:

• Check the Zapier API, Offline Access, Remember My Decision boxes
• Click Yes, Allow

Your account has been successfully added and synced with the Zapier platform and is ready to complete the rest of the process.

• Click Continue

In order to check the synchronization of your Jumbula account information with the Zapier platform, you must test your trigger

• Click Test trigger

You will find a variety of unique data that has been taken from your Jumbula account on the loaded page.

• Click Continue

Now your trigger has been tested and successfully directed to the next step, which is the Action for your integration.

You must select your preferred Action for the integration on the loaded page. We will solely explain and demonstrate the Google Sheets integration in this article.

• Find Google Sheets in the list of apps available or by using the search box at the top of the page.

After creating your own sheet and customizing it to receive data in your specific fields, do the following:

• Choose your specific event for your Action 
• As an example in this article, we choose the Create Spreadsheet Row(s)

After choosing your specific event for your Action:

• Click Continue

You must link your Google Sheets account with Zapier on the page you see. Since for Zapier to transfer data to Google Sheets, you must authenticate the access.

• Click Sign in

After logging into your Google Sheets account:

• Click Continue

• On the loaded page, select the Google Drive in which you created your Google Sheet.
• Select your specific Spreadsheet & Worksheet
• Click Continue

On the loaded page, we reach the most important and fundamental part of the tutorial. In this section, you should select the information you want to be included in your Google Sheets. It should be noted that filling all fields is not mandatory.

Note: If you have used our Google sheets sample for creating your Zap, you will face the following sections. Otherwise, you will see only the fields that you have entered on your Google sheets. (Fields are completely based on your google sheet rows)

• Select your specific commands for your fields
• Click Test & Continue

After you have selected the commands for the desired fields, you can test the entire integration and publish it.

• Click Publish Zap

Your account is now integrated with Zapier and Jumbula updates your Google Sheets according to your settings with your desired data fields.

Contact us

Please don't hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.