Zapier Integration: Difference between revisions
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__FORCETOC__ | |||
=Direct Integration= | |||
Connect SimplyMeet.me with hundreds of other solutions using this integration. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”. SimplyMeet.me is available in Zapier as Trigger app, it means only information from SimplyMeet.me is sent to Zapier (1-way integration) and via Zapier to any app that has actions. | |||
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'''Please note!''' | |||
*It doesn't work if 2-step authentication is enabled; | |||
* Comment change doesn't launch any trigger; | |||
* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use paid Zapier account(please check on their side if your current plan includes multi-step zaps); | |||
* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed). | |||
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;How to use | |||
1. Enable Zapier integration on your Integrations & Plugins page on SimplyMeet.me side. | |||
[[File:Zapier enable path sm.png|1200px|center|link=https://help.simplymeet.me/images/e/e4/Zapier_enable_path_sm.png]] | |||
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2. Create new Zap by clicking on "Create Zap" button in Zapier interface. | |||
[[File:Create a zap path.png|1200px|center|link=https://help.simplymeet.me/images/a/a6/Create_a_zap_path.png]] | |||
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3. Look for Simplymeet.me in Trigger step. | |||
[[File:Zapier search for simplymeet.png|1200px|center|link=https://help.simplymeet.me/images/3/3d/Zapier_search_for_simplymeet.png]] | |||
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4. Select the desirable trigger. | |||
[[File:Sm zapier trigger event.png|1200px|center|link=https://help.simplymeet.me/images/8/82/Sm_zapier_trigger_event.png]] | |||
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5. Connect SimplyMeet.me account. | |||
[[File:Sm zapier connect account.png|1200px|center|link=https://help.simplymeet.me/images/a/a9/Sm_zapier_connect_account.png]] | |||
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6. Proceed to testing this step. | |||
[[File:Sm zapier test trigger.png|1200px|center|link=https://help.simplymeet.me/images/2/28/Sm_zapier_test_trigger.png]] | |||
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7. Proceed to adding the Action step and search for the app you wish to connect SimplyMeet.me to. | |||
[[File:Sm zapier search for action app.png|1200px|center|link=https://help.simplymeet.me/images/b/bb/Sm_zapier_search_for_action_app.png]] | |||
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8. Connect this application account and setup the template using the available data mentioned there. | |||
[[File:Sm zapier data example.png|1200px|center|link=https://help.simplymeet.me/images/c/c8/Sm_zapier_data_example.png]] | |||
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9. You can test this step operation as well if necessary or skip it.<br> | |||
10. Finish the setup, add Zap name and turn it on. | |||
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=Webhooks= | |||
<p class="intercom-align-left"> | <p class="intercom-align-left"> | ||
With Zapier you can instantly connect SimplyMeet.me with the apps you use every day, including Slack, Gmail, Google Sheets, InfusionSoft, MailChimp and hundreds more. | With Zapier you can instantly connect SimplyMeet.me with the apps you use every day, including Slack, Gmail, Google Sheets, InfusionSoft, MailChimp and hundreds more. | ||
</p> | </p> | ||
<h2 id="getting-started-with-zapier-integration" class="intercom-align-left">Setting up Zapier integration using Webhooks</h2> | |||
<h2 id="getting-started-with-zapier-integration" class="intercom-align-left"> | |||
<ol> | <ol> | ||
<li>Go to [https://zapier.com Zapier.com] and create a new Zap with Webhooks by Zapier as the trigger app (select Catch Hook).</li> | <li>Go to [https://zapier.com Zapier.com] and create a new Zap with Webhooks by Zapier as the trigger app (select Catch Hook).</li> | ||
<li>Click the <strong>Continue</strong> button and copy the generated Webhook URL.</li> | <li>Click the <strong>Continue</strong> button and copy the generated Webhook URL.</li> | ||
<li>Visit [https:// | <li>Visit [https://secure.simplymeet.me/integrations/zapier SimplyMeet.me Zapier Integration page] and paste the copied Webhook URL into one of the input fields.</li> | ||
<li>Click <strong>Save</strong> and then <strong>Test</strong> buttons to find out if the connection between SimplyMeet.me and Zapier is established properly.</li> | <li>Click <strong>Save</strong> and then <strong>Test</strong> buttons to find out if the connection between SimplyMeet.me and Zapier is established properly.</li> | ||
<li>Go back to Zapier and click <strong>OK, I did this</strong> button. Wait a few seconds and select one of the samples which will show up on the list.</li> | <li>Go back to Zapier and click <strong>OK, I did this</strong> button. Wait a few seconds and select one of the samples which will show up on the list.</li> | ||
<li>Choose which app and action you want Zapier to take in after a SimplyMeet.me meeting is scheduled or cancelled.</li> | <li>Choose which app and action you want Zapier to take in after a SimplyMeet.me meeting is scheduled or cancelled.</li> | ||
</ol> | </ol> | ||
<h2 id="a-few-examples-of-zapiers-use" class="intercom-align-left">A few examples of Zapier's use:</h2> | |||
<ul> | |||
<li>Send follow-up emails via Gmail for new SimplyMeet.me meetings.</li> | |||
<li>Send Slack messages for new SimplyMeet.me meetings.</li> | |||
<li>Send Slack messages for cancelled SimplyMeet.me meetings.</li> | |||
<li>Automatically add invitees to a MailChimp list when a new SimplyMeet.me meeting is scheduled.</li> | |||
<li>Send invitees a post-meeting survey.</li> | |||
</ul> | |||