Zapier Integration: Difference between revisions

Created page with "<p class="intercom-align-left"> With Zapier you can instantly connect Harmonizely with the apps you use every day, including Slack, Gmail, Google Sheets, InfusionSoft, MailCh..."
 
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<h2 id="a-few-examples-of-zapiers-use" class="intercom-align-left">A few examples of Zapier's use:</h2>
<h2 id="a-few-examples-of-zapiers-use" class="intercom-align-left">A few examples of Zapier's use:</h2>
<ul>
<ul>
<li>[https://zapier.com/app/editor/template/27860 Send follow-up emails via Gmail for new Harmonizely meetings.]</li>
<li>[https://zapier.com/app/editor/template/27860 Send follow-up emails via Gmail for new SimplyMeet.me meetings.]</li>
<li>[https://zapier.com/app/editor/template/27858 Send Slack messages for new Harmonizely meetings.]</li>
<li>[https://zapier.com/app/editor/template/27858 Send Slack messages for new SimplyMeet.me meetings.]</li>
<li>[https://zapier.com/app/editor/template/27859 Send Slack messages for cancelled Harmonizely meetings.]</li>
<li>[https://zapier.com/app/editor/template/27859 Send Slack messages for cancelled SimplyMeet.me meetings.]</li>
<li>Automatically add invitees to a MailChimp list when a new Harmonizely meeting is scheduled.</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>
<li>Send invitees a post-meeting survey.</li>
</ul>
</ul>
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<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://harmonizely.com/integrations/zapier Harmonizely Zapier Integration page] and paste the copied Webhook URL into one of the input fields.</li>
<li>Visit [https://harmonizely.com/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 Harmonizely 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 Harmonizely 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>
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