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Innform Zapier integrationAutomate Innform with Zapier.

The Innform Zapier integration covers 6 operations: 3 triggers and 3 actions. It reacts to new users, finished assignments and overdue ones, and it can invite, freeze or unfreeze a learner, as long as you accept a polling delay.

See the 6 operations

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Overview

What the Innform Zapier integration is good for

Innform is an online training platform built around users and the assignments they have to complete. Connected to Zapier, it can start an automation when a user joins, when an assignment is completed or when one runs late, and it can invite, freeze or unfreeze users from other tools.

Three results teams set up first. A new hire created in another tool gets an Innform invitation through Create User, so onboarding training starts without anyone sending it by hand. A compliance course that runs late fires Overdue Assignment, and Freeze User puts that learner's account on hold. And Assignment Completed tells the rest of your tools that someone has finished, so a manager or a record elsewhere can be updated.

The limits, plainly. All three triggers are polled: Zapier asks Innform for news on a timer, so on the free plan a completion can surface up to 15 minutes later. There is no search step, so a Zap cannot look up a user or an assignment before acting, and there is no action to assign a course: that stays in Innform. And no trigger reacts to a frozen user or to a profile change.

To weigh the alternatives, the Innform Make integration shows the same app on Make, and our Zapier review covers the tool itself.

Vocabulary

Zapier vocabulary in one minute

Seven terms defined once here, then used without a reminder.

Zap
An automation on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event that starts a Zap, like a new Innform user or an assignment going overdue. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after starting: the step that writes for you, such as inviting or freezing an Innform user.
Task
The unit Zapier bills: one action completed successfully. The allowance on your plan is a count of those.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items and keeping only the unseen ones. All three Innform triggers work so.
Instant trigger
A trigger the app reports itself the moment the event happens. Innform offers none of these on Zapier.
Filter
A step that lets the Zap go on only when what arrived meets your condition, and stops it otherwise.
Cost

What an Innform Zap costs

Innform is not a premium app: it works on the free Zapier plan, within that plan's limits.

  • Free plan100 tasks a month, unlimited Zaps
  • Trigger checksNo task
  • Premium appNo
  • TriggersAll three polled

Triggers cost nothing, however often Zapier checks Innform for new users or assignments. Each action that succeeds counts as one task, and one that fails is not counted. Freezing a learner for an overdue course costs one task per learner. The free plan includes 100 tasks a month but only two-step Zaps: one trigger and one action. Adding a filter or a second action makes the Zap multi-step, which needs a paid plan. The plan also sets how quickly the triggers notice anything.

Connect

Connect Innform to Zapier

  1. 01

    Open Apps

    In Zapier, go to Apps and click + Add connection. That connection is your Innform account, linked once and reused by every Innform step in all your Zaps.

  2. 02

    Choose Innform

    Search for Innform in the dialog, select it and click Add connection. An Innform account must exist already, since Zapier does not create one for you.

  3. 03

    Sign in and allow

    Log in to Innform in the tab that opens and grant Zapier access. Use an account allowed to see and manage the users and assignments your Zaps will touch.

First Zap

Your first Innform Zap

GoalWhen a mandatory assignment goes overdue and it matches your condition, the learner is frozen in Innform until someone unfreezes them.

  1. 01

    Build: set the trigger

    Create a Zap, pick Innform as the app and Overdue Assignment as the event, then select the Innform connection you added earlier.

  2. 02

    Test with real data

    Run the test so Zapier brings back the three most recent overdue assignments of the account, and pick one to map from instead of an empty sample.

  3. 03

    Add the filter

    From the plus icon, add Filter and set the field, the rule and the value, so only the courses you care about go through.

  4. 04

    Add Freeze User

    Add Innform again with Freeze User, and fill in what the step asks for with the values the trigger test brought back for that learner.

  5. 05

    Test, then Publish

    Test on a test learner first and check the result in Innform. Then click Publish. The filter makes this a multi-step Zap, so it needs a paid plan.

Triggers

Innform triggers

3 events start a Zap when something happens in Innform. Zapier checks for them at the interval your plan allows.

1

Assignment Completed

Polling trigger

In Zapier“Triggers when an assignment was completed.”

Fires your Zap when someone finishes an assignment in Innform, which makes it the natural hook for anything that should follow a completed course: a record, a message, a next step.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a warehouse team logs each completed forklift safety module in its HR tool.
Watch out
completions from before the Zap was published are never picked up.
2

New User

Polling trigger

In Zapier“Triggers when a new user is created.”

Starts a Zap each time a user is created in Innform, whoever created them. It is the hook for welcome steps that live outside the training platform.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a retail chain wants every new learner added to the staff directory its store managers use.
Watch out
never pair it with Create User in the same Zap, or each new user creates another one in a loop.
3

Overdue Assignment

Polling trigger

In Zapier“Triggers when an assignment is overdue.”

Kicks off a Zap when an assignment passes its due date without being completed. It turns a late course into something that can be followed up automatically.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a care home must act when a staff member's mandatory hygiene course runs late.
Watch out
Zapier treats each overdue assignment once, so it does not nag again for the same one.
Actions

Innform actions, grouped by what they do

Innform gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create User

Action

In Zapier“Invite a new user”

Invites a new person to Innform from another tool, with their full name and email, both required.

When to use it
every new hire added to your HR tool receives their Innform invitation the same day.
Watch out
never use it in a Zap started by New User, or it loops.
2

Freeze User

Action

In Zapier“Freezes an User”

Freezes an existing Innform user, for instance after a course deadline is missed or a contract ends.

When to use it
a seasonal worker leaves and their training account should be paused rather than deleted.
Watch out
test it on a dummy learner first, so nobody active gets frozen by mistake.
3

Unfreeze User

Action

In Zapier“Unfreezes an User”

Reverses a freeze on an Innform user, putting a paused learner back in the platform.

When to use it
a seasonal worker returns for a new contract and needs to be back in the platform.
Watch out
no Innform trigger fires on a freeze, so the Zap must start from another event.
When it breaks

When an Innform Zap breaks

Zapier attaches no help article to Innform, so the cases below come from the way Zapier handles every app.

No limit specific to Innform is on record. The risks are those Zapier applies everywhere: what happened before the Zap, loops, and sudden volume. Read these four before you publish, and keep the Zapier troubleshooting page close for the day a run fails.

  • History is not replayed

    A Zap only reacts to users and assignments that appear after you switch it on. Past completions and overdue courses stay where they are.

  • New User plus Create User loops

    A Zap that starts on New User and ends with Create User invites someone, which counts as a new user and starts the Zap again, burning tasks fast.

  • A bulk import goes quiet

    Importing a whole team into Innform can make a trigger return a huge batch at once. Zapier's flood protection may hold those runs back.

  • Each item fires once

    Zapier remembers what it has already seen on a polled trigger, so the same user or assignment does not start your Zap twice.
Need help

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FAQ

Innform Zapier integration: frequent questions

01Is the Innform Zapier integration free?
Yes, on Zapier's side: Innform is not a premium app, so it runs on the free plan. That plan gives you 100 tasks a month and unlimited Zaps, but each Zap has two steps only, one trigger and one action. An Overdue Assignment trigger followed by Freeze User fits. As soon as you add a filter or a second action, the Zap becomes multi-step and requires a paid plan. A simple two-step Zap is enough to try it out.
02How many tasks does an Innform Zap use?
One task per successful action, nothing for the trigger. Zapier can check Innform for new users, completed assignments and overdue ones as often as your plan allows, and none of those checks is billed. A Zap that freezes one learner costs one task per run; a Zap that invites a user and then does something else costs one task per action that succeeds. An action that fails is not counted. Loops are the real risk to your task allowance.
03Does Innform trigger Zaps in real time?
No. Assignment Completed, New User and Overdue Assignment are all polling triggers: Zapier asks Innform for news at a fixed interval. That interval is 15 minutes on Free, 2 minutes on Professional and 1 minute on Team and Enterprise. On paid plans you can also run a check by hand from the editor. For training follow-ups the delay rarely matters, but keep it in mind before promising instant reactions to anyone.
04What does connecting Innform to Zapier require?
An Innform account, with enough rights to see and manage the users and assignments your Zaps will touch. You add the connection once from Apps with + Add connection, sign in to Innform in the new tab and grant access. Every Innform step then reuses that connection. If you plan to invite people, make sure the tool that starts the Zap carries a full name and an email, since Create User requires both.
05Can an Innform Zap assign a course to a new user?
Not through Zapier today. The three Innform actions are Create User, Freeze User and Unfreeze User; none of them assigns training. A Zap can invite the person, and the course assignment then happens in Innform itself. Once it is assigned, the Assignment Completed and Overdue Assignment triggers let Zapier follow what happens next. Plan your onboarding with that split in mind, so nobody expects the Zap to enrol people in courses.
06What if the Innform operation you need is missing?
Then the integration cannot do it today. Zapier lists three triggers and three actions for Innform, with no search step, and nothing else appears in the editor. There is no trigger for a frozen user, for example, and no way to look up a user before acting. A different starting event sometimes covers the need. If not, ask Innform whether they plan to add the operation, or check whether another platform exposes it.
07Zapier, Make or n8n for Innform?
Choose by criterion, not by ranking. On Zapier, Innform runs from the free plan, every successful action costs a task, and the three triggers are polled. List the Innform events and steps your flow needs, including any search or course assignment you would like, then check which platform exposes them. Compare what one run of your flow costs on each. The decision usually comes out of those checks rather than from a general opinion.
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