Integrating with Zapier
Zapier is a service for creating workflow automations between different apps. For example, you could use Zapier to post a message to Slack anytime someone books a time via one of your SavvyCal links. In this guide, we'll walk through how to connect SavvyCal to Zapier!
Creating your first zap
Head to your Integrations page and click the + button on the Zapier panel under Automations:
Then, follow the prompts to either choose a Zap Template or create your own zap from scratch using one of our triggers.
You can trigger automations in Zapier when:
- A new event is created
- An event is rescheduled
- An event is canceled
You'll see a few different types of triggers in the Trigger Event dropdown. Choose the one that you would like to key off of for your automation and click Continue.
Next, click Sign in to SavvyCal and authorize access:
Choose the Scheduling Link you'd like to listen for:
When prompted, click Test Trigger to verify we are connected properly and then click Continue. Your trigger is now configured!
Configuring an action
Next, Zapier will prompt you to create an Action. Suppose we want to send a notification email and include the scheduler's name in the subject line (e.g. "Sally Scheduler just scheduled a meeting"). For the sake of demonstration, we'll choose the Email by Zapier action. If you click on the Subject field, you'll see a menu containing fields you can use:
Here are the most common fields you'll use:
- Information about the person who scheduled
Scheduler First Name
Scheduler Last Name
Scheduler Display Name(first & last names combined)
Scheduler Question [#]and
Scheduler Answer [#](custom question data)
- Information about the event
Event Start At
Event End At
- Information about the scheduling link
Link Name(e.g. "Demo")
Link Private Name
Scope Name(e.g. "SavvyCal")