Zapieris a powerful tool which you can use to automate a variety of processes.

Here is a sample recipe for how you can use Zapier with the OttoLearn API to automatically create a new user in Otto when a record is added to a Google Spreadsheet.

In order to create this integration, you will need:

  1. A Google Drive account, with a spreadsheet for your updates.
    1. The spreadsheet must have column headers to identify the data.
    2. There must be one row of data in the spreadsheet, for testing purposes. This test data will be added to your OttoLearn account. You may deactivate this test user once the Zapier integration testing is complete.
  2. A Zapier account
  3. Your OttoLearn organization ID. This can be found by opening the User context panel and scrolling to the bottom. You can also contact OttoLearn Supportto get this ID.
  4. The username and password for the user who will be "creating" the new users. This can be an existing user in your account, or a specially-created API/Zapier user. The password for this user will be stored in Zapier.
Once you have your accounts created, and the required information, follow these instructions to create a new Zap.
  1. Log in to your Zapier account and click the Make a Zap! button in the upper right.
  2. When asked to choose a trigger app, find and select Google Sheets. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/BiSPfN_sF7RtAi1gVq_kuZY2rerarJ7LPY_2MKzs_cs/2-trigger-app-JxE.PNG
  3. When asked to select the trigger, select New Spreadsheet row. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/sgpLnikOBpQI2onoaKi68yfnjh7HPkDmIKlyhWg0cbE/3-google-trigger--Ns.PNG
    1. If this is the first time you're creating a Zap with Google Sheets, you will be asked to  link your Google account to Zapier.
    2. If you've already connected your Google account to Zapier, you'll be asked to confirm the account.
  4. Once you've linked and/or selected your Google account, click  Save + Continue.
  5. You will now be asked to select the spreadsheet you wish to track. Select your spreadsheet from the list, and pick the appropriate tab/worksheet as well. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/jv_fIO87Rfk1mjcdDRIFa7XBbMowl3FOaaHMh76Ct5M/4-select-spreadsheet-fwc.PNG
  6. Click Continue. You will be asked to confirm your spreadsheet and workscreen selection. Click Fetch & Continue. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/M_axIa1jYbnNZvAB8kKbaT4yT8bMnr1PpHptzYb-q80/5-fetch-continue-GS8.PNG
  7. If Zapier was able to connect to your spreadsheet, you will see a success message. Click Continue.
    1. If you received an error, follow the on-screen instructions to fix the problem and re-try the test.
  8. When asked to choose an Action App, find and select Webhooks. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/oj9b8M51tMm3DIgbQHkgD3xxNEZD3R5Kwj6fNbmN1nw/6-action-app-lQo.PNG
  9. When asked to select an Action for the webhook, select Custom Request. Click Continue. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/ghySRb0iC29HCPZ-AMvFIV0Qqi-IYRAgSFfxIrTN980/7-action-webhook-FBI.PNG
  10. At this point, you should have a navigation bar on the left side of your screen, showing the trigger (New Spreadsheet Row) and the action (Custom Request). You can now set the name of your zap (ie. OttoLearn New User), and change the name(s) of the trigger and/or action. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/DOobcvA8CDjOGFm09S9nUfDIGxuNNTwz14WPCSlRBEc/8-left-nav-ag8.PNG
    1. We suggest you leave the trigger name as-is, and change the action name to Login. We will be adding a second action to create the user.
  11. Fill outthe following information for the  Login webhook action: https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/zI8kMKL9adLPEo4IjYft_z2haXOh3O6A3mHarJU0GwU/9-login-action-2qQ.PNG
    1. Method: POST
    2. URL: https://api.ottolearn.io/authenticate/login
    3. Data Pass-Through?: leave blank
    4. Data:
      1. {"organizationId": [yourOrganizationID],"username": "[yourUsername]","password": "[yourPassword]"} https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/uYU3ORJI8lqMri5PUwhLhehm1VhrsoG3tZQcx9BhkQ8/10-login-data-UBc.PNG
      2. The data between the square brackets (including the brackets) in the code sample above needs to be replaced with your information.
    5. Unflatten: yes
    6. Basic Auth: leave blank
    7. Headers:
      1. Key: Content-Type
      2. Value: application/json https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/3CwVcIQRp_efwOZlFGKbEuEIJh8dEk8axNcLXc32b6g/11-login-headers-rsk.PNG
  12. Once you've filled in all the information and confirmed it, click Continue.
  13. You will be asked to perform a test of the webhook; when it is successful, you will see the information returned from the OttoLearn API, including a sessionToken. You don't need to save to remember this information, but it will be used in the next step. Click Continue. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/aS8QGyoNVh6H4586Iz40AJ9oV12CWCtMJY_PFgz-WiM/12-login-test-EK4.PNG
    1. If the test failed, return to the Edit Template step and double-check all the data you've entered. If you continue to have issues, please contact support@ottolearn.comfor more information.
  14. In the left-side navigation, Click the + buttonbelow the login step. This will create a second action after the Login one (login should be step 2, the new one should be step 3). This new step can be renamed; Create Useris suggested. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/iXORwGFN7MGWlCujwwr4VYpMByXBEq3C0xsGeueMPwo/13-3-steps-nav-Bpo.PNG
  15. Select Webhookfor the Action App again, and Custom Request for the action, just like the previous step. Click Save + Continue.
  16. Fill in the following information:
    1. Method: POST
    2. URL: https://api.ottolearn.io/v1/rest/user
    3. Data Pass-Through?: leave blank
    4. Data:
      1. {"admin": [], "password": "[]", "status": "[]", "timezone": {"id": []}, "attribute": {"firstName": "[]", "lastName": "[]", "emailAddress": "[]" }} https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/kaWGOzP-fRtJPTrDNp4Ib6duG4cjnkDh5K9wHcWF0oQ/14-create-data-tHk.PNG
      2. Any of the values sent to OttoLearn can be pulled from the spreadsheet, or hardcoded. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/xRHj3LE7bO_3iqNBnQXOqwo9y5a1WmluIWNsJeijIsQ/14.1-create-data-substitutions-SLo.PNG
      3. For example, if you want to grab the first name from your spreadsheet, you'd place your cursor inside the double-quotes next to that field name (remove the square brackets) and click the + button on the Data field. This will allow you to choose either the login step, or the spread sheet trigger. Choose the spreadsheet, and then the field you'd like to pull the value from (ie. first name). This will create a green box with the data from the test row. https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/yBubDW6sMKPjA0a8SOe-5tRya54naskEA49yEH_jngE/14.2-create-data-select-t8s.PNG
      4. And if you wanted each new user to have the same password, you could use add the desired password directly into the code above (removing the square brackets first).
      5. For full API documentation and information, plase contact support@ottolearn.com.
    5. Unflatten: yes
    6. Basic Auth: leave blank
    7. Headers:
      1. Key: Content-Type
      2. Value: application/json
      3. Key: Authorization
      4. Value: [Click the + button for the value, and select the sessionToken from step 2. This should insert a green box into the value field w/ the sessionToken from the previous step.] https://cdn.elev.io/file/uploads/xndUMt904ag8RIG1L9JiSUgyc1QEMNF0denZojpQLeQ/siZMKSpCQ0Nbu3ZKcZk7iO6q0exfQ7T7h4z3r9oDSt0/15-create-headers-pQ4.PNG
  17. Once you've filled in all the information and verified it, click Continue.
  18. This step will be tested like the previous one, and a successful response will send back information on the newly-created user. Click Finish.
    1. If the test failed, return to the Edit Template step and double-check all the data you've entered. If you continue to have issues, please contact support@ottolearn.comfor more information.
  19. You will be asked if you want to enable your Zap, which will check the spreadsheet every 5 minutes for a new row, and then execute your steps. You may want to add a second test row to make sure the automation is working.

Congratulations, you have a Zapier integration that creates OttoLearn users!