Introduction
The Zapier integration extension for EventPrime allows you to automate your event management tasks and streamline your workflow. You can export your event details to Google Sheets, create events and bookings from Zapier, and import particular events from Google Sheets.
Features
- Export event details to Google Sheets: This allows you to keep a backup of your event data in a spreadsheet. You can also use this data to create reports or analyze your event performance.
- Import particular events from Google Sheets: This allows you to import events from a Google Sheet into EventPrime. This is useful if you need to import events from a previous year or from another system.
Benefits
- Save time: The Zapier integration can save you a lot of time by automating your event management tasks.
- Streamline your workflow: The Zapier integration can help you to streamline your event management workflow by making it easier to connect different apps and services.
- Improve accuracy: The Zapier integration can help you to improve the accuracy of your event data by keeping it up-to-date in a central location.
What is Zapier?
Zapier is an online automation tool that allows you to connect different web applications and automate tasks between them. It enables you to create automated workflows, called “zaps,” without the need for coding or technical expertise.
Common Terms in Zapier:
Zap: A zap is a predefined workflow that connects two or more apps and automates a specific task or action. It consists of a trigger and one or more actions.
Example: Let’s say you want to automate the process of creating an event in Event Prime and sharing the event details in Google Sheets. In Zapier, you would create a zap that triggers when a new event is created in Event Prime and performs the action of adding the event details to a specific sheet in Google Sheets.
Trigger: A trigger is the event or condition that initiates the automation workflow. It is the starting point of a zap and defines when the automation should be triggered.
Example: In our scenario, the trigger would be a new event creation in Event Prime. Whenever a new event is created, it will trigger the automation process.
Action: An action is a task or operation that occurs after the trigger event. It is the step that Zapier performs in response to the trigger.
Example: For our example, the action would be sharing the event details in Google Sheets. Once a new event is created, Zapier will add the event details to the designated sheet in Google Sheets.
So, whenever a new event is created in Event Prime (Trigger), Zapier will automatically add the event details to a specific sheet in Google Sheets (Action). This automation saves you time and effort by eliminating the need to manually enter event details into the spreadsheet.
Steps to Integrate Zapier with EventPrime:
Steps to install the EventPrime Zapier Integration Extension in your WordPress website are as follows:
Step 1: Install the EventPrime Zapier Integration Extension in your WordPress website.
Step 2: Navigate to the Settings tab in your EventPrime menu.
Step 3: Click on the Extensions tab.
Step 4: Click on the Manage button for the Zapier Integration Extension.
Step 5: You will see that an API key has been generated automatically and Zapier is enabled.
To configure your Zapier account for this extension, follow these steps:
Step 1: If you don’t have an account on Zapier, create one using your email ID or Google account.
Step 2: Log in to Zapier using your account credentials.
Step 3: Click on “Create Zap” to start creating your first zap.
Step 4: Provide a name for your zap in the title field, then go to the “App & Event” section. Select the app you want to use (in this case, EventPrime).
Step 5: In the “Account” section, enter your site URL and API key. In URL (the part of the URL before “/wp-admin”) and add the API key from your website (as mentioned above). Click on “Continue.”
Step 6: In the “Test” section, the zap will pull event records from your website, which will be visible for testing purposes.
Step 7: Proceed to the “Action”. Select “Sheets” as your app and provide a short description of your action in the event field. Click on “Continue.
Step 8: In the account section, connect your Google account.
Step 9: Now, in the action section, locate your desired sheet in your Google Drive, name your spreadsheet, select the worksheet, and fill in all the columns with the event details you selected in Step 6. Then, click on “Continue.”
Finally, all the details about your selected event will be visible in the spreadsheet. You can publish it to start using the zap.
Congratulations! You can now view your event details in the spreadsheet.
Conclusion
The Zapier integration for EventPrime is a powerful tool that can help you to save time and improve your event management efficiency. By automating your tasks and streamlining your workflow, you can focus on what’s important: planning and managing great events.
If you need any further assistance, please comment below and our team will reach out to you with the best solution.