Advice and answers from the SkyPrep Team

Search results for:Workflow Automation

Preparing Your Platform for Workflow Automation

In order to easily get your automations up and running, there are a few things you should do before starting

What is Workflow Automation and What Can I Do With It?

Available on our current Premium and Enterprise plans, Workflow Automation is a feature that allows you… If you are on a plan that supports Workflow Automation, you can click here to access the Zapier integration

Enrollment Automation

Click Save once you're finished to enable the automation

Using Checklists

Checklists are a great way to track tasks completed by your learners, as well as create a standardized workflow for testing, as shown here

Using Course Progress Filters for Auto-Enrollments

Click Save once you're finished to enable the automation

Salesforce Integration

SkyPrep is directly integrated with Salesforce, allowing you to automate the process of importing users from Salesforce into your LMS

Post-Purchase Flow

Several things happen after a user purchases a course. This article covers each step of the automated process, as well as potential issues

Using SkyPrep's API

SkyPrep has a custom API that allows you to manage and automate different aspects of your platform. This article explains the basic setup

Manager - Your Dashboard

Their re-enrollment is automated and requires no action on your part – this section is just to notify

Using Paylocity

Important: Before using this integration, you will first need to fill out the Paylocity Automated Data