Getting Started with Zapier and Navigatr

Modified on Tue, 26 Nov, 2024 at 2:48 PM

Zapier allows you to connect Navigatr with over 7,000 applications, enabling seamless automation without writing any code. Whether you’re using forms, spreadsheets, CRMs, or chatbots, you can integrate your favourite tools with Navigatr to automate badge issuance and other workflows.

In this guide, we’ll cover how to use Zapier templates to set up a simple workflow: capturing user details with Google Forms and issuing them a Navigatr badge. While we’re focusing on Google Forms, you can follow a similar process with other tools like Typeform or Riddle, a UK-based form tool.


Step 1: Set Up Your Badge in Navigatr

  1. Log in to your Navigatr account. You can register for a free trial if you don’t have an account yet.
  2. Make sure you have a published badge. If you don’t have one, create a new badge using the AI Badge Assistant. Check the instructions for how to use the AI Badge Assistant.

Step 2: Create Your Zap

  1. Visit the Navigatr Integrations page on Zapier.
  2. Scroll to the templates section and find the template: Issue badges in Navigatr for new leads from Google Forms responses.
  3. Click Try it. Zapier will guide you to log in or create an account if you don’t already have one.
  4. Once inside the template, check that Google Forms is set as the Trigger and Navigatr is set as the Action.

Step 3: Configure Your Google Forms Trigger

  1. Log in to your Google Forms account at Google Forms. If you don’t have an account, register for free.
  2. If you don’t have a form ready, create a new one. For example:
    • Include fields like First Name, Last Name, Email, and Consent to Issue Badge.
  3. Once your form is ready, set up your Zap by connecting it to Google Forms:
    • Setup: Connect your Google Forms account and select the form you created.
    • Configure: Ensure the fields are correctly mapped to the data you want to capture.
    • Test: Test the trigger to confirm Zapier detects the form responses correctly.

Step 4: Add the Action for Issuing a Badge

  1. Check that Navigatr is set as the Action.
  2. Follow the Zapier steps for configuring the Action:
    • Setup: Log in with your Navigatr provider admin username and password.
    • Configure:Map the fields:
      • Recipient First Name: Map to the First Name field in your form.
      • Recipient Last Name: Map to the Last Name field.
      • Recipient Email: Map to the Email field.
      • Select your Provider and Badge from the dropdown menus. If no options appear, ensure you’re connected to the correct provider admin account.
      • Leave optional fields like expiration date, score, and evidence at their default values for now.
    • Test: Verify the data and test the step to ensure the badge issues correctly.

Step 5: Test and Activate Your Zap

  1. Test your entire Zap to ensure it works as expected.
  2. Activate your Zap and start automating!

Final Notes

Zapier offers both free and paid plans. Many basic workflows, like this one, can be tested and used on the free plan. If you need more advanced features or higher limits, explore the premium options.

The integration possibilities with Navigatr are vast. You can connect it with tools across various categories, such as:

  • Forms and Surveys: Google Forms, Typeform, Riddle
  • CRMs: Salesforce, HubSpot
  • Project Management: Jira, Asana
  • Communication: Facebook Messenger
  • Productivity: Google Sheets, Microsoft Excel, Calendars
  • AI Tools: ChatGPT


Our favourite Zap? Linking badge issuing to smart home devices! Imagine earning an Environment Friendly Chores badge for running the washer after hours to save energy. What will you build? We’d love to hear your ideas!

For questions or assistance, contact Navigatr Support at [email protected].

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