Färdiga automationsrecept
Starta med mallar som matchar Kursportals payload
Skapa en Catch Hook i Zapier eller en Custom webhook i Make, välj samma händelse i Kursportal och använd fältmappningen som första version av automationen.
ENROLLMENT_CREATEDZapier: ny anmälan till CRM
HubSpot, Pipedrive eller Airtable
Trigger: Webhooks by Zapier, Catch Hook. Action: create/update contact och tagga kursen.
{
"external_id": "{{payload.userId}}",
"course_id": "{{payload.courseId}}",
"course_name": "{{payload.courseName}}",
"enrollment_id": "{{payload.enrollmentId}}",
"source": "kursportal",
"occurred_at": "{{payload.occurredAt}}"
}
PAYMENT_PAIDMake: betalad order till säljrapport
Google Sheets, CRM-affär eller orderrapport
Trigger: Make Custom webhook. Action: add row eller create deal för uppföljning.
{
"order_number": "{{payload.orderNumber}}",
"course": "{{payload.courseName}}",
"bundle": "{{payload.bundleName}}",
"amount": "{{payload.amount}}",
"platform_fee": "{{payload.platformFeeAmount}}",
"seller_amount": "{{payload.sellerAmount}}",
"revenue_account": "{{payload.accountingMapping.revenueAccount}}",
"platform_fee_account": "{{payload.accountingMapping.platformFeeAccount}}",
"currency": "{{payload.currency}}",
"paid_at": "{{payload.paidAt}}"
}
CERTIFICATE_ISSUEDZapier/Make: kursbevis till kundteam
Slack, Teams eller e-post
Trigger: certificate issued. Action: meddela säljare, kundteam eller ansvarig chef.
{
"certificate_number": "{{payload.certificateNumber}}",
"verification_code": "{{payload.verificationCode}}",
"course": "{{payload.courseName}}",
"user_id": "{{payload.userId}}",
"issued_at": "{{payload.issuedAt}}"
}