Zapier is a system that connects existing work tools to streamline processes.
The first iteration of the Guidebook Zapier integration connects information from a Google Sheet to a desired guide in Builder.
With the Guidebook Zapier integration, Admins will be able to accomplish three tasks:
- Create Attendees
- Create Sessions
- Create Custom Lists & Custom List Items
Create Attendees and Create Sessions can be done with a free Zapier plan.
Create Custom Lists & Custom List Items will require a paid Zapier plan due to those tasks involving multi-step Zaps.
After setting up the initial Zap, you can continue to add data to your Google Sheet and the information will automatically be delivered to your guide in Builder.
The integration is built with components from our Open API and Admins will need to access an API Key from their Builder account. Because this is based on our Open API, the data that can be passed through Zapier is not the same as a standard import in Builder. Please read through the step-by-step documentation carefully to ensure you are setting up your Zaps effectively.
A detailed User Manual is attached by PDF below. This will be your instruction and set up companion as you venture into the Guidebook Zapier integration.
If you come into any problems while implementing or running your Guidebook Zapier integration, please contact email@example.com.