Trainual Integrations

  • Add new Harvest users to Trainual

    Spending time adding users to multiple platforms? Rather than adding new users to multiple accounts one at a time, use Zapier to invite new users from Harvest to your Trainual account. Using this Harvest-Trainual integration, all new Harvest users can be automatically invited to your Trainual account.

    How this Harvest-Trainual integration works

    1. New person is added to your Harvest account.
    2. Zapier adds the user to your Trainual account.

    Apps involved

    • Harvest
    • Trainual
  • Add new Teamwork users to Trainual

    Admin work slowing you down? Instead of adding new users to multiple tools one at a time, use this Teamwork-Trainual integration to do that busy work for you. Once this integration is set up, a user who is added to your Teamwork account can be automatically invited to your Trainual account.

    How this Teamwork-Trainual integration works

    1. A new person is added to your Teamwork account.
    2. Zapier invites that person to your Trainual account.

    Apps involved

    • Teamwork
    • Trainual
  • Assign a Trainual Subject when another Trainual Subject is completed

    You may want to designate the order that Trainual Subjects are assigned to your users, and now with this Trainual integration, you can! Use Zapier to assign a Trainual Subject to your users once another Subject is completed. This gives you more control over the order that you train your team.

    How this Trainual-Trainual integration works

    1. A user completes a Trainual subject.
    2. Zapier assigns the next subject to a selected user.

    Apps involved

    • Trainual
  • Assign Trainual subjects from YesInsights survey responses

    Want to know who's interested in learning about your new Trainual subject? Now with the YesInsights-Trainual integration, you can assign Trainual users to a Subject when they select a certain YesInsights survey response. Simply create a YesInsights survey, and then Zapier will assign a subject to users who select a designated survey response.

    *Note: Users must answer the YesInsights survey using the email they have registered with Trainual.

    How this YesInsights-Trainual integration works

    1. YesInsights survey respondent selects a certain response.
    2. Zapier Assigns Trainual subjects to the user.

    Apps involved

    • YesInsights
    • Trainual
  • Create Google Calendar meetings when Trainual tests are failed

    Some Trainual tests are so important that you'll want to talk directly to any user who fails it. Rather than checking Trainual reports to see failed tests, use this Trainual-Google Calendar integration to set up a meeting with users who fail an important test. Simply set up the integration, and when the test is failed, the Google Calendar event will be created for you and the user who failed the test.

    How this Trainual-Google Calendar integration works

    1. A user fails a test in Trainual
    2. Zapier creates a detailed Google Calendar Event

    Apps involved

    • Trainual
    • Google Calendar
  • Send emails when Trainual subjects are completed

    Gain more insight into who is completing Subjects in your Trainual account. With this Trainual-Gmail integration, you can receive an email each time a Subject is completed.

    How this Trainual-Gmail integration works

    1. A user completes a Trainual Subject
    2. Zapier sends an email from Gmail

    Apps involved

    • Trainual
    • Gmail
  • Send emails when Trainual tests are passed

    Praise your team by sending users a custom email when they pass a Trainual test. Simply set up this integration and Zapier will send an email from Gmail to users who pass a test in Trainual.

    How this Trainual-Gmail integration works

    1. User passes a test in Trainaul
    2. Zapier sends email from Gmail

    Apps involved

    • Trainual
    • Gmail
  • Post Slack channel messages when users complete all assigned Trainual Subjects

    Praise your team for passing a Trainual test by sending a Slack channel message when they pass a test. This is a great way to cheer on your team and keep everyone motivated. Simply set up the Trainual-Slack integration to have channel messages automatically sent when users pass a test.

    How this Trainual-Slack integration works

    1. User passes a test in Trainaul
    2. Zapier sends a Slack channel message

    Apps involved

    • Trainual
    • Slack
  • Get Slack direct messages when Trainual subjects are completed

    Stay up-to-date on your team's Trainual progress by having a direct message sent to you in Slack each time a Trainual Subject is completed. This is a great way to get alerted and know who is making progress on your team! Simply set up the Trainual-Slack integration and you'll be alerted of your team's progress.

    How this Trainual-Slack integration works

    1. A user completes a Subject in Trainual
    2. Zapier send a direct message to you in Slack

    Apps involved

    • Trainual
    • Slack
  • Get Slack direct messages when Trainual tests are failed

    Get alerted when someone on your team fails a Trainual test. This Trainual-Slack integration is a great way to stay up-to-date on how your team's training is going, and help you to know who needs some extra attention. Set up the Trainual-Slack integration to get a direct message in Slack each time a user fails a test.

    How this Trainual-Slack integration works

    1. A user fails a test in Trainual
    2. Zapier sends a direct message via Slack

    Apps involved

    • Trainual
    • Slack

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Trainual Integration Details

Launched on Zapier March 7, 2018

Zapier combines Triggers (like "Subject Completed") and Actions (like "Assign Roles") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Trainual Triggers, Searches, and Actions are supported by Zapier:

Subject Completed

Triggers when a user completes a subject.

Topic Completed

Triggers when a user completes a topic.

All Subjects Completed

Triggers when a user completes all assigned subjects.

Test Failed

Triggers when a user fails a test.

Test Passed

Triggers when a user passes a test.

Assign Roles

Assigns roles to a selected user.

Invite New User

Invites a new user to your account.

Assign Subjects

Assigns subjects to a selected user.

Unassign Roles

Unassigns roles from a user.

Unassigns Subjects

Unassign subjects from a user.

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