PADMA Zapier integrationAutomate PADMA with Zapier.
The PADMA Zapier integration gives you 5 triggers, 2 actions and 0 searches to react to new contacts, enrollments, dropouts and communications in your school CRM, and to add contacts or tags from other tools. Every trigger is instant, which changes the cost math.
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What the PADMA Zapier integration does for your school
PADMA is the CRM that DeROSE Method schools use to run their administration. The PADMA Zapier integration connects it to your other apps. A Zap (the automation you build on Zapier: one starting event, then one or more steps after it) can react to what happens in PADMA, or write contacts and tags into it.
A follow-up that starts on its own. Contact Dropedout tells another tool the moment a student leaves, so the person in charge of retention can call the student back while there is still a chance to keep them.
Contacts that arrive already sorted. Contact Created followed by Tag Contact puts the right tags on each newcomer, and your segments stay clean without anyone sorting them by hand.
Leads that land in PADMA by themselves. Create Contact and Communication takes a form entry or a message from another app and turns it into a PADMA contact with its first communication logged.
What Zapier does not do for PADMA: there is no search step, so a Zap cannot look up an existing contact before acting. There is no action to update or remove a contact either, only to create one or tag one. And contacts that existed before the Zap was switched on are never picked up. Comparing platforms? See Make vs Zapier.
The Zapier vocabulary, in plain words
Seven words come back all along this page. Here they are once.
- Zap
- The automation you build on Zapier: one starting event, then one or more steps that run every time that event happens.
- Trigger
- The event that starts a Zap. Here, all five come from PADMA: a contact is created, updated, enrolled, drops out, or gets a communication.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you, like tagging a contact.
- Task
- The unit Zapier bills. One task is one action your Zap completed successfully, and your plan is a count of those.
- Instant vs polling
- An instant trigger is reported by the app the moment the event happens; a polling one is checked by Zapier on a timer. PADMA's are all instant.
- Filter
- A step that lets the Zap carry on only when what arrived meets the condition you set, and stops it right there otherwise.
- Connection
- Your PADMA account linked to Zapier once, then reused by every PADMA step in every Zap you build afterwards.
What a PADMA Zap really costs
The trigger never costs a task. Only an action that goes through is billed, and an action that fails is not counted at all.
- Free plan100 tasks a month, unlimited Zaps, one trigger plus one action
- PADMA on ZapierWorks on the free plan
- PADMA triggersAll 5 instant, the interval grid does not apply
- Filter or second actionTurns the Zap into a paid multi-step Zap
Each successful action counts on its own: a Zap that creates a contact and then tags it uses two tasks per run. The free plan gives 100 tasks a month and builds two-step Zaps only, one trigger and one action. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan. PADMA is not reserved for paid plans. And since its triggers are instant, the interval grid below does not slow them down on any plan.
Connect PADMA to Zapier in three steps
- 01
Find PADMA from the Apps page
In your Zapier account, open Apps and click + Add connection. Type PADMA in the dialog and pick it. You need a PADMA account first, with access to the contacts you want the Zap to read or tag.
- 02
Sign in to PADMA
Click Add connection. PADMA opens in a new tab: sign in with the account of the school whose contacts the Zap should handle. The Zap only reaches what that account can reach.
- 03
Grant Zapier access
Approve the access Zapier asks for on your PADMA account. That is all: every PADMA step of every Zap reuses this connection, so you sign in once and not once per Zap.
Your first PADMA Zap: tag students who drop out
GoalEach student who drops out of a chosen class gets a follow-up tag in PADMA, so the retention list builds itself.
- 01
Pick the trigger
Start building: choose PADMA as the app that starts the Zap and Contact Dropedout as the event, then select your PADMA connection.
- 02
Test it on real data
Run the test. Zapier brings back the three most recent items of your account, so you map the next steps on a real dropout rather than on a blank sample.
- 03
Add the filter
Add a Filter step from the plus icon and fill its three boxes: the field to look at, the rule, the value. Pick a text rule for text and a number rule for numbers.
- 04
Add Tag Contact
Choose PADMA again with Tag Contact. Map the contact's email or PADMA ID from the trigger, then type your tags, separated by a comma or a semicolon.
- 05
Test, then publish
Test the action once and check the tag in PADMA, then click Publish to switch the Zap on. The filter makes it multi-step, so this Zap needs a paid plan.
The 5 PADMA triggers
5 events start a Zap when something happens in PADMA, and 5 of them are instant: the app calls Zapier straight away, whatever your plan.
Communication Created on Contact
Instant triggerIn Zapier“Triggers when a communication is created on PADMA”
Starts the Zap whenever a communication is logged on a contact in PADMA, and passes that communication along. It turns every recorded exchange with a student or a lead into something another tool can act on.
Contact Created
Instant triggerIn Zapier“Triggers when a contact is first created on PADMA on your account.”
Fires the first time a contact appears in your PADMA account. It is the natural starting point for anything you want to happen once per newcomer: a welcome, a tag, a row in a report.
Contact Dropedout
Instant triggerIn Zapier“Triggers when a contact drops out (evasion) on PADMA.”
Reacts when a contact drops out in PADMA, the event the CRM records as an evasion. For a school, it is the signal that matters most and the one most easily missed.
Contact Updated
Instant triggerIn Zapier“Triggers when a contact is updated on PADMA on your account.”
Whenever a contact already in PADMA is changed, this trigger runs the Zap, and hands over the contact as it now stands. Useful for keeping a copy of your base in step elsewhere.
Contact Enrolled
Instant triggerIn Zapier“Triggers when a contact is enrolled on your account.”
Fires when a contact is enrolled on your account, that is, when a prospect becomes a registered student. It marks the moment a lead turns into a customer.
The 2 PADMA actions
PADMA gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create Contact and Communication
ActionIn Zapier“Creates a contact and a communication of this contact.”
Adds a contact to PADMA and logs a first communication on it in the same step, so the lead arrives with its history already started.
Tag Contact
ActionIn Zapier“Adds Tags on a Contact”
Puts one or several tags on an existing contact, found by its primary email or its PADMA ID. Several tags go in one go, separated by a comma or a semicolon.
When a PADMA Zap breaks
Zapier links no help article to PADMA, so the failures to plan for are the ones every Zap shares. Two of them bite harder here, because PADMA triggers and actions both deal with the same contacts.
Read these four cases before switching anything on. If a Zap already misbehaves, go to Zapier troubleshooting.
Existing contacts are never picked up
A Zap only reacts to what happens after it is published. Students and leads already in PADMA stay out, and moving that backlog is a separate job.A Zap that writes where it watches
Create Contact and Communication adds a contact, the very event Contact Created watches. Chain both on one account and the Zap restarts itself, burning tasks fast.A bulk import gets held back
When a trigger suddenly sends a huge batch, after an import or a migration of contacts, Zapier's flood protection can hold those items back.An instant trigger still has to be tested
Instant does not mean checked: run the test, pick one of the three recent items Zapier brings back, and map from it before you publish.
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