How does a Zapier integration work?
Zapier gives you the power to integrate Skedda with hundreds of other applications, to automate your work. Think of Zapier as the middle-man, which allows data to transfer from Skedda to the other application.
There are three terms to remember when creating a Zapier Integration: Triggers, Filters and Actions.
Skedda offers one-way integrations, which means that data can go from Skedda to the other application, and not the other way around. So, when you are creating an integration in Zapier, Skedda will always be the 'trigger'.
The Skedda Triggers are (1) a new user booking and (2) a new internal booking.
Filters can be added, so that the trigger only triggers an action sometimes.
The Action is the final action that takes place, ie. draft an email, draft an invoice, create a Trello card.
Let's look at two examples:
A new user booking in Skedda (trigger) creates and send an email from an Admin's Gmail account to Bob's team (action) if the user's booking is in the space called 'Main Hall' (filter).
A new user booking in Skedda (trigger) drafts an invoice in Xero (action) if the user's booking has a $ value (filter).
How to create a Zapier Integration
The first step is to look into Zapier and make sure the application you want to integrate with is here. There are hundreds of new, cool and recognised applications for invoicing, CRM, advanced notifications and emailing, and more!
If you are not sure what application to integration with, let us know what you are looking for in the in-app chat, and we'll see how we can help.
Click into the Venue settings > Integrations. Click on 'Show key' and copy.
Login to your Zapier Account. If you don’t already have a Zapier account, you must create one at Zapier: https://zapier.com.
When you have logged in, click on 'Make a Zap!'
Type Skedda into the search bar, Skedda must be your trigger app.
Choose the trigger, either a new user booking or new internal booking. Note that updates to booking and cancellations are not able to be synced at this time.
Click button 'Connect a New Account'.
Complete the name of your Skedda venue and paste the API key that you copied earlier.
Now it gets interesting! It's time to select the online tool to connect too. There are hundred of options within Zapier.
From this point each app is different in the 'Actions' it allows you to create. In the option below you can see that Gmail is showing the options to 'Create Draft' or 'Create Email'.
When one of these options are selected, Zapier will guide you through the process of linking that application to Zapier too. In this example, a new user booking in Skedda is the trigger and 'Create Draft' or 'Send Email' in Gmail is the action.
You can browse some of our most common use-cases (Click to view the the list) and use them as a starting point. Please feel free to contact us via the in-app messenger if you have any questions.