Create calendar events from accepted Quotes
NOTE:
There is now a better way. See the Zapier – Getting Connected.
Before you begin, you will need the following:
- A Zapier account
- Google Calendar, Office 365 or Microsoft Exchange
1. Create your 'Zap'
From your Zapier Dashboard hit 'MAKE A ZAP!'
2. Choose a Trigger App
- Select 'Email by Zapier'.
- Hit 'Save + Continue'.
- Customize the private email address.
- Hit 'Continue'.
- Hit 'Copy to clipboard'.
- In Quotient, go to Settings > Notifications and under Quote Accepted check 'Also, send notification to' and paste your private email address into the field. Hit 'Save', create a test quote, accept it (on behalf) and be sure to check the 'Send email notification' box.
- Back in Zapier, test the email, hit 'OK, I did this', hit 'Continue'.
3. Choose an Action App
The following instructions are for Google Calendar, but you may select Office 365 or Microsoft Exchange instead.
- Select 'Google Calendar'.
- Select 'Create Detailed Event'.
- Hit 'Save + Continue'.
- Hit 'Connect a New Account', and allow Zapier to access it.
- Follow the steps to select a calendar, select a summary (i.e. subject), add the tag {{zap_meta_human_now}} for both start and end dates (Learn more: Dynamically Modify Dates & Times) and lastly, add any other optional fields.
- Hit 'Continue', hit 'Create & Continue'.
4. You're done!
Now whenever a Quote is accepted a calendar event will be created.