Zapier is a service that allows you to connect applications together in order to build automated workflows.
Once you have a Cronofy account, you can connect it to Zapier to automatically generate personalized scheduling requests that obey your preferences. For example:
- Create a request when a prospect completes a web form.
- Send a meeting link to a customer after they’ve answered a questionnaire.
- Trigger a personalized scheduling link to be sent to candidates that you want to phone interview.
These, and many more, workflows can be powered by connecting Zapier to your Cronofy account.
If you’re an experienced Zapier user, we’ve created some Zapier templates to get you started. Or, below we have a walk through on creating your first Zap.
Creating your first automation #
Services that work with Zapier provide Triggers and/or Actions.
Triggers are messages that are sent when something happens in another application. For example when a form is filled in or a candidate moves into a new stage in a hiring pipeline.
Actions are operations that can be performed as a result of triggers.
The Cronofy Scheduler provides an Action that will generate a new Scheduling Request in response to some inputs. The minimum being the email address of the recipient and a summary (name) for the event that gets created.
Once you’ve chosen your initial trigger, you can then add Cronofy as an action. In the example below we’re going to send an email with a scheduling request link whenever someone completes a questionnaire hosted by Typeform.
Create the Zap #
On Zapier.com create a Zap with the Trigger from the Typeform questionnaire. Then, once you’ve selected the quesionnaire add Cronofy as a the next step.
Authorize Zapier to access your Cronofy account #
You’ll be presented with this screen which allows you to authorize Zapier to create Scheduler Requests using your preferences.
Setup the scheduling request #
For this you just need the email address of the recipient and to decide what the request is going to be called. You can use Zapier’s templating to personalize the request name.
Send the link #
The last step is to send the generated link to the person who completed the questionnaire. In this example, we’re using Gmail to send them an email.
That’s it #
Your Zap is created.
Now, whenever anyone completes your questionnaire they will automatically receive a one-time use scheduling link. Of course, this is linked directly to your rules and your real-time availability so you’re in complete control of when they can book.