{"id":7405,"date":"2020-06-09T17:46:18","date_gmt":"2020-06-10T00:46:18","guid":{"rendered":"https:\/\/simplecert.net\/help\/?p=7405"},"modified":"2022-04-14T15:50:26","modified_gmt":"2022-04-14T22:50:26","slug":"zapier-integration-using-the-simplecert-api","status":"publish","type":"post","link":"https:\/\/simplecert.net\/help\/zapier-integration-using-the-simplecert-api\/","title":{"rendered":"Zapier Integration Using the SimpleCert<sup>&reg;<\/sup> API"},"content":{"rendered":"<p>Our Zapier integration has two main actions that you can perform.\u00a0 Creating new <b>projects<\/b>, and adding <b>recipients <\/b>to a project.\u00a0 Our Zapier endpoints allow you to map data from a third party source (such as Google Sheets, Typeform, Mailchimp, etc) and have it automatically create a project or add a recipient in your SimpleCert<sup>&reg;<\/sup> account.\u00a0 For the purposes of this article we will be using Google Sheets, but the functionality will be the same for almost all integrations.<\/p>\n<h2>New Projects<\/h2>\n<h3>Selecting A Source<\/h3>\n<p>Setting up a Zap in Zapier follows a fairly simple \u201cWhen this happens\u201d&#8230;\u201dDo this\u201d format where you select an incoming data source and action and link it to an outgoing resource.\u00a0 That incoming data source can be something as simple as a Google Sheet with a column for each required field for a new project.<\/p>\n<p>New projects consist of just 3 things.\u00a0 An existing certificate template you want to use (which will be selected from existing templates in your account), the title of your new project, and a descriptive memo that explains what the project is.\u00a0 All fields are required to be sent.<\/p>\n<p><a href=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier1.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-7406 size-full aligncenter\" src=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier1.png\" alt=\"\" width=\"875\" height=\"559\" srcset=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier1.png 875w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier1-300x192.png 300w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier1-768x491.png 768w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier1-770x492.png 770w\" sizes=\"(max-width: 875px) 100vw, 875px\" \/><\/a><\/p>\n<p>Since the certificate will be selected when we set up the Zap we just need to add a title and memo column to our spreadsheet.\u00a0 Also add a row of sample data that we can use to test the trigger with later on.<\/p>\n<p><a href=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier2.png\"><img decoding=\"async\" class=\"wp-image-7407 size-full aligncenter\" src=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier2.png\" alt=\"\" width=\"602\" height=\"295\" srcset=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier2.png 602w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier2-300x147.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/a><br \/>\nNow that we have a spreadsheet set up we can start setting up our zap.\u00a0 First we choose our app (\u201cGoogle Sheets\u201d in this case) and select a trigger event (\u201cNew Spreadsheet Row\u201d).\u00a0 You then must log into your Google account so that it can search through your Google Drive for your file.\u00a0 When you find your spreadsheet Zapier will scan it for fields and worksheets.\u00a0 Most of the time you will just want to select the first worksheet in the spreadsheet.<\/p>\n<p><a href=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier3.png\"><img decoding=\"async\" class=\"size-large wp-image-7408 aligncenter\" src=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier3-1024x579.png\" alt=\"\" width=\"770\" height=\"435\" srcset=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier3-1024x579.png 1024w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier3-300x170.png 300w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier3-768x434.png 768w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier3-1536x869.png 1536w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier3-770x436.png 770w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier3.png 1600w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a>Next you can test your trigger and it will try and get the first entry from your selected spreadsheet.\u00a0 Since we added that above we should get a response that looks like this.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-7409\" src=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier4-1024x415.png\" alt=\"\" width=\"770\" height=\"312\" srcset=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier4-1024x415.png 1024w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier4-300x122.png 300w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier4-768x311.png 768w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier4-1536x622.png 1536w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier4-770x312.png 770w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier4.png 1600w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<h3>Selecting Your Outgoing Resource<\/h3>\n<p>Now that the source is set up we need to tell Zapier what to do with our new data when we get it.\u00a0 Search for SimpleCert<sup>&reg;<\/sup> as your app and select it, then choose the \u201cAdd Project\u201d action event.<\/p>\n<p>Next we need to attach your SimpleCert<sup>&reg;<\/sup> account to this Zap by adding it to the selector on the page and logging in with your username\/password.<\/p>\n<p>Once you are logged in you can move on to customizing the project.\u00a0 This will let you map the fields that were found in the source spreadsheet from Google and let you select a certificate that is found in your SimpleCert<sup>&reg;<\/sup> Account.\u00a0 Both the \u201cTitle\u201d and \u201cMemo\u201d fields should show a list of columns from your spreadsheet.\u00a0 Select the appropriate ones and click Continue.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-7410\" src=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier5-1024x650.png\" alt=\"\" width=\"770\" height=\"489\" srcset=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier5-1024x650.png 1024w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier5-300x190.png 300w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier5-768x487.png 768w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier5-1536x974.png 1536w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier5-770x488.png 770w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier5.png 1600w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<p>You are now done with all of the setup and can run a \u201cTest\u201d, but that test is going to test the zap and send actual data to SimpleCert<sup>&reg;<\/sup>.\u00a0 So that test will create an actual project in your account that you may want to log in and delete.\u00a0 Once you are ready you just need to name your zap (scroll up and it is edible in the top left of the screen) and then you just need to turn your zap on (top right corner of the page or the tab at the bottom of the screen).<\/p>\n<p>You can test to see if it is working by going to your Google Sheet and adding a new row with a new project title and memo, and then close your spreadsheet.\u00a0 It may take a few minutes to process and if the spreadsheet is open it may not process until it is closed.<\/p>\n<h2>Adding a Recipient<\/h2>\n<p>The process for adding a new recipient to a project is exactly the same as the process we went over above with one important distinction.\u00a0 Since you are allowed to change the fields on your certificates and add merge fields the list of fields required from your Zap can change.\u00a0 You may have a single \u201cFirst Name Last Name\u201d field or you may have separate \u201cFirst Name\u201d and \u201cLast Name\u201d fields.\u00a0 You also may have new merge fields added to your project that will require you to add matching data in your spreadsheet.<\/p>\n<p>The first field is going to be your \u201cProject ID\u201d.\u00a0 That is a selector that grabs from account and lets you select a project.\u00a0 The project fields get set when you first create your project based off of what is in your certificate template.\u00a0 If you edit your template after creating your project your fields will not be changed.\u00a0 In that case you will need to create a new project first.<\/p>\n<p>When you pick your project it will update all of the available fields and change them to what that specific project needs.\u00a0 Select the matching spreadsheet rows the same as you did when adding a project.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-7411\" src=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier6-1024x825.png\" alt=\"\" width=\"770\" height=\"620\" srcset=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier6-1024x825.png 1024w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier6-300x242.png 300w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier6-768x619.png 768w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier6-1536x1237.png 1536w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier6-770x620.png 770w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier6.png 1600w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<p class=\"c3\"><span class=\"c2\">Continue testing and finalizing your Zap the same way we did in the Add Project Zap.<\/span><\/p>\n<h2 id=\"h.f87hlq1piq5\" class=\"c6\"><span class=\"c5\">Other Considerations<\/span><\/h2>\n<p class=\"c3\">Now that your Zap is set up we should be seeing the data come into your actual account. \u00a0When adding a new Recipient this means that as soon as a row is entered in the spreadsheet it should create the recipient and automatically email them a certificate. \u00a0If you don\u2019t want those recipients to automatically get sent and approved, you could simply set the Zap to a second worksheet in your spreadsheet, and then copy them from the first worksheet over to the second sheet when you are ready to send. \u00a0This can be automated with buttons and scripts using <span class=\"c10\"><a class=\"c8\" href=\"https:\/\/support.google.com\/docs\/thread\/17991420?hl%3Den&amp;sa=D&amp;ust=1591753005362000\">Google Sheets code editor<\/a><\/span><span class=\"c2\">.<\/span><\/p>\n<p class=\"c3\">If something goes wrong with your Zap you should be able to find details as to why in the Zapier Error console or Task history.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier7.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-7412\" src=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier7-1024x289.png\" alt=\"\" width=\"770\" height=\"217\" srcset=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier7-1024x289.png 1024w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier7-300x85.png 300w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier7-768x216.png 768w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier7-1536x433.png 1536w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier7-770x217.png 770w, https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier7.png 1600w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our Zapier integration has two main actions that you can perform.\u00a0 Creating new projects, and adding recipients to a project.\u00a0 Our Zapier endpoints allow you to map data from a third party source (such as Google Sheets, Typeform, Mailchimp, etc) and have it automatically create a project or add a recipient in your SimpleCert&reg; account.\u00a0 [&hellip;]<\/p>\n","protected":false},"author":831286,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[466],"tags":[],"class_list":["post-7405","post","type-post","status-publish","format-standard","hentry","category-api"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Zapier Integration Using the SimpleCert&reg; API - SimpleCert\u00ae<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/simplecert.net\/help\/zapier-integration-using-the-simplecert-api\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Zapier Integration Using the SimpleCert&reg; API - SimpleCert\u00ae\" \/>\n<meta property=\"og:description\" content=\"Our Zapier integration has two main actions that you can perform.\u00a0 Creating new projects, and adding recipients to a project.\u00a0 Our Zapier endpoints allow you to map data from a third party source (such as Google Sheets, Typeform, Mailchimp, etc) and have it automatically create a project or add a recipient in your SimpleCert&reg; account.\u00a0 [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/simplecert.net\/help\/zapier-integration-using-the-simplecert-api\/\" \/>\n<meta property=\"og:site_name\" content=\"SimpleCert\u00ae\" \/>\n<meta property=\"article:published_time\" content=\"2020-06-10T00:46:18+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-04-14T22:50:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/simplecert.net\/help\/wp-content\/uploads\/2020\/06\/zapier1.png\" \/>\n<meta name=\"author\" content=\"Zipline Interactive\" \/>\n<meta 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