Pass data from Skilljar into Tray.io so that you can use training data in other tools across your business ecosystem. Tray.io is an iPaaS solution that connects hundreds of applications and can now connect with Skilljar Webhook triggers seamlessly from your organization.
|Note: The Tray.io steps below are up to date at the time of writing. If you notice any steps are inaccurate, please reach out to Skilljar Support. For specific Tray.io support, please visit their website.|
1. Create an API Key for Tray from your Skilljar Dashboard
API keys are generated via your Skilljar Dashboard. If you are an admin on your account, you can generate an API Key by selecting Organization settings and then API Credentials to access the credentials page. On the credentials page, select Create a Key to generate a new API Key. You can use this API key to set up your Tray Integration.
2. Log into tray.io and create a new workflow
In your Tray.io app, Select New Workflow.
Name your Workflow
Search for the Skilljar Trigger and Move to the next step
3. Enable the workflow
NOTE: If you don't enable the workflow, your Webhook endpoint may be disabled by Skilljar before you start seeing data in Tray. There is no downside to enabling the workflow before setting up the downstream events in the Tray workflow.
Now that you have created the initial trigger in the workflow, It is important to ENABLE the workflow so that your webhook will remain enabled once you Authenticate the Tray App to your Skilljar Organization via the API key.
Once the Workflow is Enabled, any Webhook Messages sent by Skilljar will get a successful response from the Tray Endpoint and Skilljar will not disable them.
4. Authenticate the connector using your API key
In your workflow, select the Skilljar Trigger in your workflow to set up a new authentication. If you have set up authentication in Tray with your Skilljar organization before, you can select the integration from the drop-down and move to the next step.
Select New Authentication and Name the Authentication
Enter the API key that you generated in step one, and select Create the Authentication.
If you entered the API key correctly, the Integration Should authenticate and you will see a “Success message” in the bottom left-hand side of your screen.
5. Select which Event Type you would like to receive through this trigger
In the “Input Data” section of the Skilljar Trigger Settings, you can set the Workflow to filter to one specific Skilljar Event type. Learn more about the different Webhook event types on our Webhook Help Article Here.
If you don't select an Event Type from this location, your workflow will process all of the Skilljar Event types sent through webhooks.
6. Data is now flowing from your organization to Tray through the Skilljar Webhooks
Select Debug and take some actions on your Skilljar Training Domain to start to see webhook messages populate in the Tray interface.
Selecting the events can give you more info on what Information is being passed as a part of this integration.
7. Use the “Output Events” from the Tray Debugger
Doing this on each webhook test event will add the different event responses to your tray dashboard, making it easier to create workflows with specific data from your training site.
8. Create / Add steps in the flow to send Skilljar Data and can send this to other tools
You can populate Skilljar Data into the hundreds of tools Tray connects to.
Some types of connections that might be useful for your training program include:
CRM tools - Send Skilljar training data to CRM tools
Collaboration and Messaging - Send Skilljar data in a Slack Message or other Messaging tools
Database Tools - Send Skilljar Data directly to your database or data warehouse
Sales Enablement - Send Skilljar training data to Sales Enablement tools
HRIS Systems - Send Training data directly to your HRIS tool
Be sure to ask your Skilljar customer success manager (CSM) or Tray Account team about how else you can use this training data in your existing or new workflows.