Zapier is a third-party automation tool that Event Temple to thousands of other apps and moves information between them automatically with no coding necessary.
Zapier connections to apps is called a 'Zap'. Every Zap has a trigger and one or more actions. A trigger is an event that starts a Zap, and action is what your Zap does for you. When a Zap runs, each action it completes counts as one task. See Zapier's article on getting started for more details.
Some common uses for connecting Zapier are to send email inquiries from third party sites (eg The Wedding Wire, The Knot) to automatically create a Booking within Event Temple.
Information can also be sent from Event Temple into other apps, for example, an external survey or mailing list platform. You can even connect Event Temple to Event Temple to make changes within the system as other things happen in the app.
Event Temple has built many templates to help get you started, but there are endless possibilities!
Zapier Webinar
Zapier Webinar
The Zapier Webinar will give you a quick overview of Zapier & basic functionality.
Triggers & Actions
Triggers & Actions
TRIGGERS (starts the Zap)
ACTIONS (what the Zap does)
Please Note: Triggers & Actions from Booking-related Zaps do not automatically return all the Account data. If you require this information, you can add a the action Find Account to include it:
Fields
Fields
Below are the fields within Event Temple that can be pulled to apps for each action. In addition to these, any Custom Fields built within Event Temple for Bookings, Contacts & Accounts can also be used.
Booking:
Organization Name
Booking Name
Status
Stage
Contact's Full Name
Contact's Email
Contact's Phone Number
Contact's Job Title
Deal Value
Start Date
End Date
Event Temple ID
Each revenue summary’s name and $ amount
total contracted rooms
total blocked rooms
total pickup rooms
total contracted guestroom revenue
total blocked guestroom revenue
total pickup guestroom revenue
Account:
Account Name
Account ID/Iata Number
Created at
Email
Event Temple ID
Fax
Is a Key Account
Is Travel Agent
Phone Number
Updated at
Website
Address Line 2
Address City
Address State
Address Zipcode
Address Country
Address Country Code
Market Segment
Account Type
Referral Source
Contact:
Full Name
Created at
Email
Event Temple ID
Job Title
Phone Number
Task:
Task Name
Due Date
Task Duration in Seconds
Task Result
Task Description
Custom Fields
Custom Fields
To add a Custom Field to a Zapier Action/Trigger an organization must first be chosen to bring up the available option.
Set up whatever action in the Zap you would like and ensure your Event Temple Account is created, then in order to populate custom fields you should:
Choose your organization
Scroll down to the bottom of the trigger/action (right hand side) and press 'Refresh Fields'
The custom fields should now populate.
Important Considerations
Important Considerations
Zapier is a separate company from Event Temple. Any questions regarding Zapier functions & billing are best directed to Zapier's support.
Follow this link to find more information regarding Zapier Integrations for Event Temple.
Connecting to Zapier can only be done by a user with an Administrator role.
Within Zapier, Event Temple is listed as EventTemple.
Next Steps
Next Steps