How to Use Zapier to Automate Tasks for Your Business

We are sharing with you four of our favorite zaps to automate your workflow

Recently, we launched Zapier integration beta on CozyCal. Now you can create different zaps between CozyCal and 500 other apps.

The reason we added Zapier integration to CozyCal is to offer you an easy and quick way to automate repetitive or tedious tasks in your workflows. More importantly, by automating more tasks through zaps, it will free up more time in your schedule to focus on other aspects of your business such as generating leads, maintaining relationship with your clients, and boost business revenue.

For those of you who are unfamiliar with Zapier or what a Zap is. A zap is a connection between two apps made of a trigger and an action. When the trigger event happens, Zapier will make the action event happen automatically for you. Each time when the trigger and action event happens, a task is completed.

With Zapier, it's easier to connect CozyCal with other apps that you use to run your business. By creating these zaps, new processes can be built to make things more organized, automated and streamlined.

Before we start going over these zaps in details, I want to clarify that Zapier has a tiered pricing scheme as some users have asked us whether Zapier is free or not. For their free plan, you can only create four single-step zaps with 100 tasks per month. With their paid plan, you can create 20 multi-step zaps with 1,000 tasks per month.

In this post, I will be sharing with you single-step zaps between CozyCal and four other apps. However, if you have a paid Zapier account, you can definitely take the creative license and build multi-step zaps that automate your workflows according to your business's unique needs. To see an example of how to create multi-step zaps for an onboarding process, check out this article.

To access Zapier integration, first log into your account first and then go to your booking page.

Let's dive in! :)

1. CozyCal + Google Sheets

If you manage your client list in a Google spreadsheet, you can zap CozyCal with Google Sheets to track new clients who are scheduling appointments.

Step 1:  A new guest created on CozyCal triggers the Zap

Step 2:  Find Google Sheet and connect to your account to create the Action

Step 3: Set the guest variables that you want to import to the designated Google Sheet

Tip: Before you zap CozyCal and Google Sheet, first create the right column headers in your Google Sheet. In this case, "First Name", "Last Name" and "Email" are created in the Google Sheet.

Step 4: Finish and turn on the Zap. New rows will be created for new guests automatically in the Google Sheet.

2. CozyCal + SMS

If you want to receive a text message when a new guest books or cancels the event in CozyCal, you can zap CozyCal with Zapier's in-house SMS app. A quick reminder that receiving SMS notifications are only available in the US, Canada and UK now.

Step 1:  A new guest created on CozyCal triggers the Zap

Step 2:  Set Zapier's SMS as the Action

Step 3: Connect your phone number with Zapier's SMS

Step 4: Finish and turn on the zap. You will receive a text message when a new guest schedules an appointment.

Receive a text message notification:

3. CozyCal + Asana

Asana is a collaborative information manager that helps to organize people and tasks effectively.  In this case, you can use Asana to track any new guests who are scheduling events with you. You can create a client list for new guests, and then new contacts will be automatically added to your Asana board after the zap is completed.

Step 1:  A new guest created on CozyCal triggers the Zap

Step 2:  Connect with your Asana account and choose your Action

Step 3: Choose the project and section to which new contacts are added

Step 4: Finish and turn on the zap. New guests will appear in your MailChimp mailing list automatically.

4. CozyCal + MailChimp

You can watch a step-by-step tutorial guide to zap CozyCal with MailChimp by clicking here.

Step 1:  A new guest created on CozyCal triggers the Zap

Step 2:  Connect with your MailChimp account and create "Add/Update Subscriber" as the Action

Step 3: Choose the mailing list to which new contacts are added

Step 4: Finish and turn on the zap. New guests will appear in your MailChimp mailing list automatically.

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Now you can see all the zaps you have created on your Zapier's dashboard. You can easily turn the zaps on and off anytime.

Final Thoughts

These four zap recipes we are sharing with you here are only examples of how you can automate one-step tasks through integrating CozyCal with other apps. There are hundreds of zaps you can create depending on what apps you use to run your business.

You can play around with the zaps and see what tasks you can automate. If you have built any efficient zaps, feel free to share with us! 😃

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