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 (for One-on-One and Round Robin events)
  • Scheduler Email
  • 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 Summary
  • Event Start At
  • Event End At
  • Event ID
• Information about the scheduling link
  • Link Name (e.g. "Demo")
  • Link Private Name
  • Scope Name (e.g. "SavvyCal")

Creating zaps for group events

Group scheduling mode allows accepting more than one scheduler for each time slot on your scheduling links. Because there are multiple schedulers for these types of events, the Zapier triggers behave a little differently:

• The New Event Attendee trigger will fire any time someone joins the group event, including the first person to schedule. This is the trigger type you'll want to use for group events if you want to perform actions anytime someone creates or joins a group event (not the New Event trigger).
• The Rescheduled Event Attendee trigger will fire any time a someone reschedules from a group event.
• The Canceled Event Attendee trigger will fire any time someone cancels from a group event.
• The New Event trigger will fire when the first person books a new group event. Their information will be captured in the list of guests on the event, but the scheduler data will be empty in this payload (so New Event Attendee is likely what you'll want to use!).

You can find information for the attendee that triggered the zap under the attendee key (e.g. "Attendee Email", "Attendee First Name", etc.).