Zapier is a third-party automation tool that connects Event Temple with thousands of other apps. It allows you to automate workflows without coding by moving information between systems.
What is a Zap?
A Zap is an automated workflow made up of:
Trigger: the event that starts the automation
Action: what happens after the trigger
Example:
A new inquiry → creates a booking in Event Temple
Common use cases
With Zapier and Event Temple, you can:
Create bookings from external lead sources (e.g. The Knot, WeddingWire)
Send Event Temple data to CRMs or marketing tools
Update records automatically based on booking activity
Sync contact information across systems
Data Event Temple can send to Zapier
Event Temple can pass different types of data depending on the automation.
Booking data
Booking name
Status and stage
Start and end dates
Contact details
Deal value
Revenue summaries
Event Temple ID
Account data
Account name
Email and phone
Address details
Market segment
Account type
Referral source
Contact data
Full name
Email
Phone number
Job title
Task data
Task name
Due date
Duration
Status
Description
⚠️ Important limitations
Booking-related Zaps may not include full account data
Use a “Find Account” step if needed
Custom fields can be used once available in Zap steps
Zapier is a third-party tool (support handled externally)
Templates & Resources
Event Temple provides prebuilt Zap templates to help you get started quickly.
These can be useful when:
You want a ready-made workflow
You’re setting up common automations (leads, emails, updates)
