Zapier

DitCal integrates with Zapier, allowing you to automate workflows and connect DitCal with thousands of other apps without needing any coding knowledge. By using Zapier, you can create automated actions (Zaps) that trigger when a new booking is made, canceled, or updated in DitCal.

Benefits of Zapier Integration

• Automate Workflows: Connect DitCal with apps like Google Sheets, Slack, Mailchimp, and CRM tools.

• Save Time: Automatically update databases, send notifications, and trigger follow-up actions based on bookings.

• Flexible Customization: Set up custom automation rules without technical expertise.

How to Integrate DitCal with Zapier

Follow these steps to connect DitCal with Zapier:

Step 1: Connect DitCal to Zapier

1. Log in to your DitCal account.

2. Navigate to Settings > Apps.

3. Locate the Zapier integration and click Connect.

4. You will be redirected to Zapier—log in to your Zapier account or create one if needed.

Step 2: Create a Zap (Automation)

1. In Zapier, click Create a Zap.

2. Select DitCal as the Trigger App.

3. Choose a trigger event, such as:

   • New Booking: Triggers when a new booking is made.

   • Booking Canceled: Triggers when a booking is canceled.

   • Booking Updated: Triggers when an existing booking is modified.

4. Click Continue and sign in to your DitCal account if prompted.

5. Set up and test the trigger to ensure it's working correctly.

Step 3: Choose an Action App

1. Select an action app (e.g., Google Sheets, Slack, Mailchimp).

2. Choose an action, such as:

   • Add new booking details to a spreadsheet.

   • Send a Slack notification for each new booking.

   • Automatically add attendees to an email list in Mailchimp.

3. Configure the action settings and map data fields from DitCal to the selected app.

4. Test the action to confirm proper functionality.

Step 4: Activate Your Zap

1. Name your Zap and turn it ON.

2. Monitor your Zap activity in the Zapier dashboard to ensure it's running smoothly.

Managing Your Zapier Integration

• To disconnect Zapier, go to Settings > Integrations in DitCal and select Disconnect under Zapier.

• Edit existing Zaps by logging into your Zapier account and modifying triggers and actions as needed.

• If Zaps are not triggering correctly, verify that DitCal has the correct permissions and that the Zap is active.

Troubleshooting

Zaps Not Triggering?

• Ensure that DitCal is correctly connected to Zapier.

• Confirm that the correct trigger event (e.g., New Booking) is selected.

• Check your Zap history in Zapier for errors or failed tasks.

• Reconnect DitCal in Zapier and refresh the integration.

Conclusion

With Zapier integration, DitCal users can automate tasks and improve workflow efficiency by connecting with thousands of other applications. Follow the steps above to set up Zapier and streamline your scheduling processes.