How to use Regiondo via Zapier? – Regiondo

1. What is Zapier?

The website of Zapier is https://zapier.com/
Zapier is a service provider which connect different services (zaps) with each other to make your processes easier.

A Zap is a connection, or integration, between two or more apps that automates your task. A Zap is made of a "trigger" (ex.: When I receive a new email in Gmail...) and an "action" (ex.: ...send me an SMS message). Zaps run automatically to move and manage data without any work on your part. - from the Zapier website

So you can use Zapier to combine the information from your Regiondo system with other services.

2. How to create a zap with Regiondo?

2.1 Create a integration key for Zapier

Note: Where can I find the Zapier integration in my dashboard?

Go in your dashboard to shop configuration > website integration > Zapier integration.

There you will find your individual Zapier code which you need for the integration.

After that you can automate your tasks via Zapier.

2.2 Register at zapier.com

When you have created your account at Zapier.com you can 'zap' Regiondo with other services.

2.3 Create the connection between Regiondo and Zapier

After that there is a dashboard where you can choose Regiondo as the first Service.

After you have selected Regiondo as the first service to connect, you can choose between different types of triggers.

What is a trigger?

A trigger is like an action to which the system reacts.

It doesn't work?

You need to have one existing variable for Zapier to work with the trigger.

For example: If you choose 'Booking update' as a trigger, you require an existing booking. Without one, the trigger can't be configured.

When you have chosen your trigger, you can connect Zapier with your Regiondo account.

Click on +Connect an Account and a new browser window will open and ask you about the Zapier Key which you already created in your Regiondo Dashboard.
Please enter the code and click 'Yes, continue'.

Now you have a connection between your Regiondo Account and Zapier. You can see in your Zapier account that there is now a dashboard for you to connect your Regiondo Account with different services.

2.4 Choose the action

The action you can choose depends on which trigger you selected in the previous step.

For the Trigger: New Customer Event you can choose in between these actions.

For the Trigger: New Ticket Event you can choose in between these actions.

NEW

Price can be added as Values in Ticket Event

For the Trigger: New Booking Event you can choose in between these actions.

NEW

'Start time' and 'End time' can be added as Values in Booking Event

2.5 Create a new zap with the 'Regiondo trigger'

The next step is to define what happens when the zap starts to work.

Click: 'Choose app' to open a list with hundreds of apps to connect. In this example, I chose Gmail to show you how it works.

In the next step, you have to connect your account from the other service (in this case from Gmail) with Zapier too. There will be a new window with the login.

Important

You have to agree to share parts of your data with Zapier to activate the service for the Zap. It will be very individual which data you have to share. It depends on the trigger and service you choose to connect with your Regiondo account.

3. Which zaps are possible and how to finish the configuration?

3.1 Example 1: Regiondo and Gmail

Zap information:
- Regiondo trigger: New or modified booking
- Gmail action: Send an email

How to set up Gmail:
Please define the following information for the Zap:
- To: Who will this email send to?
- Cc: Who should be cc'd on this email
- Bcc: Who should be bcc'd

- From: Select an email address from your Gmail account
- From name
- Reply to: The email address to reply for the receiver
- Subject
- Body

Note

Before the zap starts to work you have to do a test. One test with Regiondo and the other one with the service (Gmail).

Result:
I got an email with the subject and body I defined when there is a new booking in my Regiondo account.

3.2 Example 2: Regiondo and Google Calendar

Zap information:
- Regiondo trigger: New or modified booking
- Google calendar action: Create quick add event

How to set up Google calendar:
Please define the following information for the Zap:

Calendar: Which calendar should be edit
Describe event: The description of the calendar event. Click on the button on the right side of the field to get a list of variables which can be used in the summary. So you can create very individual calendar events.
Attendees: Here you can choose 'Contact data email'

Result: You will find the event with the offer name in your Google calendar and also your attendee gets an invitation.

You can find more information on this topic here.

3.3 Example 3: Regiondo and Mailchimp

Zap information:

- Regiondo trigger: The customer completed a booking and gave consent to receive newsletters.

- Mailchimp action: Sending automatically a double opt-in to the customer.

1. How to set up Regiondo:

Please define the following information for Regiondo:

Choose an Event: Select the option "New Booking Event" to trigger when booking is created or amendment is made.
Choose Account: Choose your Regiondo Account.
Customize Booking: Select the action "New booking placed".
Find Data: Zapier searches for a recent booking in your Regiondo account to confirm that the right account is connected and your trigger is set up correctly.

You will receive a notification in your Zapier Account that a booking has been found. You will also see more detailed information about this booking.

2. How to set up Mailchimp:

Please define the following information for Mailchimp:

Choose App & Event: Choose the app Mailchimp.
Choose an Event: Choose the option "Send Campaign" for automatically sending a double opt-in to the customer.