Zapier is a cloud-based tool designed for connecting commonly used applications, so an event in one application triggers an action in another (e.g., Use it to post an update in Slack when somebody registers for a GoToMeeting webinar). This tool also offers a quick way to get data out of a range of commonly used programs and into Watershed to track application usage and create reports. When a user favorites a Tweet or reports an issue in JIRA, for instance, Watershed can track those actions. Every time a programmer commits code or posts to Slack, those actions can be tracked, too. 

The aim of Zapier is to make integrating these applications as easy as possible. With a few clicks and settings, you can set up an integration (known as a Zap) in a few minutes, which will automatically run in the background until you turn it off. It works with an impressive list of apps, and you can develop Zaps for products that aren't listed—which is exactly what we’ve done for Watershed.

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

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

  1. Zapier vs. Your Own Integration
  2. Connecting to Specific Applications
    •  Salesforce
      Slack
      Twitter
      Github
      Trello
      MATRIX LMS

Zapier vs. Your Own Integration

Why would you want to use Zapier instead of developing your own integration? Because it's 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're trialing more than one product).
  • You often don’t need the help of a developer.

It also 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, trying out the integration in Zapier as a proof of concept can still be worthwhile. 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 using preconfigured shared integrations that we've created. Right now, the three most popular shared integrations are Trello, Slack, and Twitter. Here's how to set up these integrations and a few others: 

Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application. You can track various Salesforce events to Watershed Essentials LRS. We've included some examples below. 

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.

New Event

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

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 Essentials LRS. We've included some examples below. 

New Message Posted

Use this integration to track when 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. 

New User

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

Twitter

Twitter is a social network that lets you publish short, real-time messages, called "Tweets." You can track various Twitter events to Essentials LRS. 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 many potential data fields associated with them. We've included some examples below. 

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.

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 Essentials LRS. We've included some examples below. 

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. 

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 Essentials LRS. We've included some examples below. 

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. 

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