How to Use Canvas Badges/Credentials with Zapier

Canvas Badges/Credentials has now partnered with Zapier which means that users now have many new and exciting options for automating badging. In this article, we'll walk you through how Zapier works as well as some templates we’ve set up with them to make your badging process even more efficient than before.

When you first connect with Canvas Badges/Credentials on the Zapier site, you will be prompted to select either Canvas Badges/Credentials US, Canvas Badges/Credentials EU, Canvas Badges/Credentials AU, or Canvas Badges/Credentials CA. Please select the location that corresponds with the server that your Canvas Badges/Credentials account is on.

Setting up a Zap

The basic idea behind Zapier is that one action triggers another.

To get a better idea of how Zapier works, here's an example of how adding a new email address to a document on the application Google sheets can trigger a badge award.

  1. Choose the application from which you want a badge award triggered. The trigger event we’ve selected for this example is Create new row.
How to Use Badgr with Zapier

2. After clicking continue, you'll be asked to enter the email address or login associated with the app from which you are triggering the Zap.

How to Use Canvas Badges/Credentials with Zapier

3. When connecting to Google sheets, the next step is to link to the specific sheet and worksheet from which the Zap will be triggered.

How to Use Badgr with Zapier

4. To make things easier, Zapier automatically tests the sheet for you to make sure it works.

How to Use Badgr with Zapier

From the Zapier site:

“Zapier will attempt to find a recent item from your trigger app to use in the Zap. For example, if your trigger is a new email in Gmail, Zapier will pull in a recent email you've received. This email can then be used as test data in an action step later in the Zap. If you want to use a different item, you can change the test data in your Zap trigger.”

5. Connect the tested trigger to Canvas Badges/Credentials.

How to Use Badgr with Zapier

6. Select your app. The app we’ve selected is Canvas Badges/Credentials Australia (another reason why it’s important to choose the correct server initially).

How to Use Badgr with Zapier

7. Like we did when we were setting up the Google sheet above, we can connect Zapier to our account on the Canvas Badges/Credentials Australia server. This should be easy since we selected the Canvas Badges/Credentials Australia app when we began this process.

8. You'll be prompted to set up the details of the badge award.

How to Use Badgr with Zapier

9. You'll be able to select any of the issuers associated with your account, and then, any of the badges associated with that issuer.

10. Under Recipient, you'll indicate where the tool will be able to locate the badge recipient in the other connected app and from there you can personalize the nature of the badge like you would if awarding the badge on Canvas Badges/Credentials.

Templates from Canvas Badges/Credentials

We hope you enjoy using the templates that Canvas Badges/Credentials has built using Zapier and that they make your Badging programs and initiatives that much more successful.