How to create a Zap from scratch in Zapier

Zapier is a web automation app that enables quick and simple data movement between applications, using integration links called Zaps.

In this article, you will learn how to create a Zap from scratch in Zapier.

Requirements

Before creating a Zap from scratch, you must:

 Creating a Zap from scratch

  1. Log in to Zapier, go to your Dashboard and click the MAKE A ZAP! button (see Figure 1).

    Figure 1: Click the MAKE A ZAP! button

  2. Choose ScheduleOnce as the trigger app. Type “scheduleonce” in the Choose a Trigger app field, and select ScheduleOnce from the drop-down list (see Figure 2).

    Figure 2: Choose ScheduleOnce as the trigger app

  3. Select a ScheduleOnce trigger (see Figure 3). Learn more about the ScheduleOnce triggers on Zapier

    Figure 3: Select a ScheduleOnce trigger

  4. Select a ScheduleOnce account. If you have already connected your ScheduleOnce account with Zapier, simply select the account. Make sure to test the connection by clicking the Test button (see Figure 4).

    Figure 4: Select a ScheduleOnce account

  5. If you have not connected an account, or want to connect a different account, click on the Connect an Account button to establish a new connection. You will be asked to provide your Zapier API key and ScheduleOnce login ID (see Figure 5).

    Figure 5: Zapier authentication page

  6. Click the link to open your ScheduleOnce account in a new browser tab and copy your API key and Login ID shown in the API key tab in the Zapier integration page in ScheduleOnce (see Figure 6).Figure 6: Copy your API key and Login ID from ScheduleOnce

  7. Once connected, click Continue (see Figure 7).

    Figure 7: Click Continue

  8. Test the ScheduleOnce trigger. First, make sure you have an existing booking in your connected ScheduleOnce account. If not, you can make a test booking by opening your Booking page in a new browser tab. Once you have at least one booking, click Fetch & Continue to test the trigger (see Figure 8).

    Figure 8: Test the ScheduleOnce trigger

  9. Once the test is successful, click Continue (see Figure 9).

    Figure 9: Test is successful

    NoteYou can add a Filter step to more accurately define when to trigger this Zap. For example, you can define a Filter that allows the Zap to continue only when specific Bookings pages are used or when specific booking events occur (e.g. Scheduled and Rescheduled).

  10. Choose an Action App with which to integrate ScheduleOnce (see Figure 10).

    Figure 10: Choose an Action App

  11. Select the Action you want to occur when the Zap is triggered and click Continue (see Figure 11).

    Figure 11: Select the Action

  12. Select an account for your Action app. If you have already connected your account with Zapier, simply select the account as shown below. Make sure to always test the connection by clicking the Test button. If you have not connected an account or want to connect a different account, click the Connect an Account button to establish a new connection. Once connected, click Save + Continue (see Figure 12).

    Figure 12: Select an account for your Action app

  13. Set up the Action by filling in the fields (see Figure 13). Some fields require you to select values from the Action app, while other fields require you to use your own text and/or values from ScheduleOnce fields. Click on a field’s drop-down to see which options are available. Use the Search bar at the top of the dropdown to search for a specific field. Values from ScheduleOnce fields will be dynamically updated with the relevant booking data and customer data each time the Zap is triggered. In the example below, ScheduleOnce’s Customer – Email field is used as the value for the Subscriber Email field in MailChimp, the Action app. Learn more about the ScheduleOnce fields available in Zapier

    Figure 13: Set up the Action

  14. Test the Action step by following the instructions. Once you are done testing, you can either add another step or click Finish to complete the Zap (see Figure 14).

    Figure 14: Test the Action step

  15. Turn on your Zap. If you haven’t named your Zap yet, you can name it on this screen (see Figure 15).

    Figure 15: Test the Action step

Congratulations! You are done. Your Zap is active and your workflow is automated.

NoteBy default, Zaps are only triggered from Booking pages you own. ScheduleOnce Administrators can be allowed to trigger Zaps from pages not under their ownership by enabling a permission in the Administrator’s profile. Learn more about triggering Zaps from pages not under your ownership

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