There are two ways to integrate with Zapier:
Option 1: You can use the official IKS and Zapier Integration which is found using this link:
Option 2: For more customized solutions, we also support Zapier’s Webhook Integration. Follow the guidelines and steps below:
First, when looking to access the API v2 configuration, you will need to send a GET request so you can follow these steps within your IKS account:
From your Settings menu, select the Integrations option underneath the Configuration section.
If you are just setting up your API v2, you can select the +Add button to locate the API v2 option.
Otherwise, you can select the edit button of your current API v2 selection in your Integrations list.
From there, you’ll see the green GET icon under the API Endpoints section.
You can use Postman or any other tool for that. The response from the GET request, will assist in steps later on within the Integration process. You can keep this screen open, as you’ll need more details in future steps as well.
Next, you can begin your steps within your Zapier account, as seen below.
1. To begin, select the + Create Zap button.
2. Update the Zap file name. E.g.: Push into IKS LMS
3. Select the trigger currently titled “1. Untitled Step.”
4. Within the search bar, search “Facebook Lead Ads” and select that option.
5. After that selection, you should see the Facebook icon within your Trigger, as well as the following pop-up window. Click within the Event box, and select New Lead.
6. And click the Continue button.
7. You will then be prompted to Sign In to your Facebook account, to select the business and pages you want to pull Lead Ads data from.
8. Select the Continue button when finished.
9. Within the Trigger section, you will select your Page and the Form from that page.
10. Select the Continue button when finished.
11. After completing these steps, you’ll be ready to Test trigger by selecting the button.
12. Once tested, you should see a green check mark above your Facebook icon in the Trigger selection, and notification should appear that “We found a lead!”
13. Select the Continue button (which may be accessed after scrolling down).
14. Now that your trigger has been set, select the next step, currently listed as “2. Untitled Step” and the Change action pop-up window will appear. Within the search bar, type in “Webhooks” and select the Webhooks by Zapier option.
15. Now, you should see “2. Untitled Step” replaced with “2. Webhooks by Zapier,” and your option window will open. When selecting the Event, select the option titled POST.
16. And click the Continue button.
17. Access your API URL specifically from your IKS, with your previous open screen in starting the API v2 process (Settings > Integrations > API v2) you’ll need to copy the URL next to the orange Post icon within the Post Lead- Simplified section.
18. Next, you’ll input that Post Lead-Simplified URL from your IKS LMS into the URL area.
Within the Payload Type: form
“Example_simplied” part within this same window shows the list of all supported fields and the format of the values for those fields.
Data: key/value pairs
Check API configuration for all supported fields for particular business (in case there are unique custom fields; more info below)
email_consents and phone_consents take value "all" or can be skipped if such consents aren't collected
location_id is required (you can find it in GET request’s response)
at least email or phone must be provided (to have a valid contact)
19. Within the Data section, as seen from the arrow above, input the following:
Additionally, be sure that both your email and phone consents include: all.
20. Before moving onto your next components, grab your Access Token by following these steps within your IKS LMS: Settings > Integrations > API v2 > Access Token found in the gray box.
21. In moving back into Zapier, as you scroll down after inputting your Data, be sure the following options are set:
Wrap Requests in Array: No
Unflatten: Yes
22. Next, within the Headers section, enter the word “Authorization” in the left-hand side field. Then, in the open field on the right-hand side, first enter the word “Bearer”, then a space, and paste your IKS API v2 Access token. After completion of this section, select the Continue button.
23. After all those components have been filled out, you’ll be able to select the Test action button and Publish your Zap!