Zapier

Generate Token for Zapier setup

1. Access Account Settings page.

1. Navigate to Integrations
2. Scroll to Zapier, then click on “Connect with Zapier”.
3. A pop-up window will appear with a generated token. Please copy and save the token for later, this cannot be copied again.

Set up Zapier with Sessions

1. Sign up on Zapier (or Log in if you already have an account).
2. After you've logged in, click on Create Zap on the left menu.
3. On the Trigger section, search for Sessions as an App Event and select it.
4. Then choose a Trigger Event (you can change it later), click on Continue.
5. In the Account section, select Create a new account. A pop-up window will appear to insert a Token.
6. Insert the token generated from Sessions from Generate Token for Zapier setup section and click on Yes, Continue
7. Click Continue.
8. You're now good to create your first Zap!

Disconnecting Zapier integration

If you no longer wish to have Sessions connected to your Zapier account, you can choose to disconnect. Doing this, will revoke (delete) the token generated for Zapier. The Zap collections created for Sessions in Zapier won’t work anymore.

If you want to connect again, generate a new token and then added to your existing account in Zapier.

Additional information about Zapier setup

• Generating a token for Zapier will create an entry to our Public API section. Revoking the key from the Public API page will also revoke the access token for Zapier.
• Each Zap created will have a corresponding entry in the Webhooks page. These will be read-only. When disconnecting Zapier/revoking the token, they will be automatically deleted.

Zapier workflow examples:

👉 Learn how to automatically save your recording on Google Drive here

👉 Learn how to automatically save a participant’s details from a booked session on a Google Drive Spreadsheet here