What is Zapier?
Zapier is a platform that allows you to automate tasks between two or more apps—without any code necessary. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action. Alternatively, when something happens in another app, an action can be automatically performed in RSVPify.
What are some examples of tasks I can automate?
When a guest registers for your event on RSVPify, add a contact in Salesforce
When a guest checks in at your event, add them to a spreadsheet on Google Sheets
When a guest checks out, send them an SMS message with a link to a post-event survey
Send my team an email or SMS when a guest tagged as a 'VIP' checks in at my event
When a contact is added in MailChimp, add them to my event's Invite List
Add a new appointment scheduled in RSVPify to my Google Calendar
When a new attendee registers for my event, add them as a contact on HubSpot
What triggers are available?
Simply, a trigger is something that happens in RSVPify that can allow an automated action to be performed in another app. Available triggers include:
New Event Registration Received
Tag Added to Guest
Tag Removed from Guest
Tag Added to Invitee
Tag Removed from Invitee
New Invitee Added to Invite List
What actions are available?
When something happens in another app, you can automatically have an action take place in your event on RSVPify, automating repetitive tasks like adding a guest to your list of attendees.
Add Attendee to Your Event's Confirmed Guest List
Add a Note to an Invitee Group
Add Note to an Existing Registration
Mark Guest Checked In
Mark Guest Checked Out
Mark Invitee Attending
Mark Invitee Not Attending
Add/Remove Tag on Guest
Add/Remove Tag on Invitee
What searches are available?
In Zapier, a Search allows you to find a confirmed guest who is attending your event or an invitee (or invitee group) who you've added to your Invite List. After finding a guest or invitee, you can then perform an action on that specific invitee or guest such as adding a note to their record or marking a specific invitee or group as attending.