Appointedd will soon offer a native integration with Zapier to create Zaps. This will allow you to set up workflows easily between Appointedd and your other apps, without having to use webhooks. Learn more about the upcoming feature here.
🧐 What is Zapier?
Zapier is tool that has more than 4000+ app integrations including Slack, Google Docs, Trello, MailChimp, Salesforce, Trustpilot, and more.
By using Appointedd's webhooks, you can pass information from Appointedd to Zapier which "Zaps" the info to your other business tools.
Please note that using Zapier with webhooks requires premium access. Check out their standard and professional plans here.
How does it work?
A webhook is created in Appointedd
Information is passed via the webhook into Zapier
Zapier sends it to your chosen app integration e.g. Mailchimp
⚙️ How to set it up
Firstly, you need to create a Zapier account and make a zap! Watch our video and follow the steps:
Sign up for a Zapier account here.
Click Create Zap and name your zap
Select the Webhook option on the bottom right-hand side
Select the Trigger Event, Catch Hook in the drop down and Continue
Copy the Custom Webhook URL and select Continue
For next steps, follow our webhook guide. We've provided an outline below:
Log into your Appointedd account here
Head to Connect > Create webhooks > Add a webhook
Name the webhook and select your trigger
Paste the Custom Webhook URL from Zapier and Save Webhook
In Zapier, click on Test trigger and if the test is successful, click Continue
If the test is unsuccessful, double check the Custom Webhook URL and make sure you're performing the correct action in Appointedd to trigger the webhook e.g. for a booking_created webhook, you must create a booking in Appointedd.
If your action needs to follow certain criteria, for example you only want to add customers into Mailchimp who have subscribed, then under the Action step, select the Filter option on the right-hand side
Choose the dataset that the marketing opt-in must equal true and Continue
Add another Action step, select your chosen app and Action Event
Fill out any further information you require and Continue and Turn on Zap
You are all set! 🪄
If you wish to add more webhooks such as customer_updated , simply complete the steps above.