Grant the necessary scope (for example, users.write) to allow Actionstep to create, update, and manage Email API resources from your account.
Connect Actionstep to the Email API by granting the app permission to read and write users, workflows, and course data as defined by your integration scope.
POST /users/; DELETE /users/:userId; PUT /users/:userId; GET /workflows/; POST courses/courses-exporter/public/import
Trigger: when a new user is added in Actionstep, create a corresponding user in the Email API.
Actions: POST /users/ to create, update user fields, and sync status between systems.
POST /users/ (scope: users.write)
Key fields: userId, email, name, status
Trigger: updates to workflows in Actionstep reflect in the Email API.
Actions: GET /workflows/ to read and monitor, plus update operations as needed.
GET /workflows/
Key fields: workflowId, name, status
Trigger: when courses are exported from Actionstep, import into Email API for access control and learning paths.
Actions: POST /courses/courses-exporter/public/import to bring course data into the Email API.
POST courses/courses-exporter/public/import
Key fields: courseId, title, category
Automate onboarding and user provisioning without writing code.
Real-time data sync for contacts, workflows, and course progress.
Drag-and-drop configuration via Zapier App Connector for rapid workflows.
Learn the essential elements: API endpoints, authentication, triggers, actions, and data mapping that power the integration.
Application Programming Interface: a set of rules that allow apps to talk to each other.
The process of verifying identity and granting permissions to access resources.
A specific URL path in an API where a request is made.
A callback URL that notifies your app of events as they occur.
Automatically provision a Email API user when a new Actionstep contact signs up.
Sync roles from Actionstep to Email API to control access to courses and features.
Trigger email sequences when a course is completed in Actionstep via Email API.
Generate API keys and authorize scopes (e.g., users.write) for the integration.
Add the Email API as a connected app in Actionstep, map fields, and set triggers.
Run test imports, verify data mapping, and deploy to production with monitoring.
You can connect without code by using the Zapier App Connector. For basic setup, authorize the Email API and grant the users.write scope. Use the POST /users/ endpoint to create users from Actionstep and map essential fields. If you need more control, you can add PUT /users/:userId and DELETE /users/:userId for full lifecycle management. Testing in a staging environment is recommended before going live.
Provisioning relies on creating user records via POST /users/. The userId and email fields are essential for linking profiles across both systems. For workflows, GET /workflows/ provides the list of available workflows to sync and trigger actions.
Syncing workflows can be achieved by polling GET /workflows/ and implementing triggers in Actionstep to reflect changes. You can also push updates from Actionstep to Email API when a workflow is updated or completed.
Yes. Use the import endpoint POST courses/courses-exporter/public/import to bring Actionstep course data into the Email API. Map courseId, title, and category to maintain consistent records.
If authentication fails, re-issue tokens, verify that the correct scopes are granted, and confirm the endpoint URL is correct. Check rate limits and retry with exponential backoff when needed.
Endpoint details are available in your integration setup. Monitor request quotas and refer to the API documentation for endpoint paths, methods, and response formats to ensure proper usage.
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Complete Operations Catalog - 126 Actions & Triggers
