Difference between revisions of "Zapier Integration"
From SimplyMeet.me
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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 | + | <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 | + | <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 | + | <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 | + | <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 | + | <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 | + | <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 | + | <li>Choose which app and action you want Zapier to take in after a SimplyMeet.me meeting is scheduled or cancelled.</li> |
</ol> | </ol> | ||
<p class="intercom-align-left"> | <p class="intercom-align-left"> | ||
Revision as of 11:50, 20 August 2021
With Zapier you can instantly connect Harmonizely with the apps you use every day, including Slack, Gmail, Google Sheets, InfusionSoft, MailChimp and hundreds more.
Note: Zapier integration is a PRO plan feature.
A few examples of Zapier's use:
- Send follow-up emails via Gmail for new SimplyMeet.me meetings.
- Send Slack messages for new SimplyMeet.me meetings.
- Send Slack messages for cancelled SimplyMeet.me meetings.
- Automatically add invitees to a MailChimp list when a new SimplyMeet.me meeting is scheduled.
- Send invitees a post-meeting survey.
Getting started with Zapier integration
- Go to Zapier.com and create a new Zap with Webhooks by Zapier as the trigger app (select Catch Hook).
- Click the Continue button and copy the generated Webhook URL.
- Visit SimplyMeet.me Zapier Integration page and paste the copied Webhook URL into one of the input fields.
- Click Save and then Test buttons to find out if the connection between SimplyMeet.me and Zapier is established properly.
- Go back to Zapier and click OK, I did this button. Wait a few seconds and select one of the samples which will show up on the list.
- Choose which app and action you want Zapier to take in after a SimplyMeet.me meeting is scheduled or cancelled.
