Zapier Triggers: New Event

Zapier allows you to create automated actions between different apps, services, and systems. For an overview of Zapier, go here.

Overview

The New Event trigger can utilize an event created within a Zengine workspace to initiate an action elsewhere.  For example, when an event is created, a notification can be sent to a workspace member using another integrated app.

Setup

Once you have selected New Event as your trigger, you will need to select your Zengine account.

At this point, you can set up options relating to that specific Trigger.

For New Event, you can connect this to a particular workspace and form within that workspace:

Note that this trigger will fire for each new event added from now on.  If you'd like for a trigger to fire only for certain events, filters can be utilized.  Learn more about filters.

Next, you will need to 'Test'.  You will need to make sure your selected workspace has at least one event created within it.  Zapier will then Fetch that record in order to test it.

Filtering

You have the option to filter on particular kinds of events in order to further specify when a resulting Action may occur.  Learn more about filtering here.

Once you have set up your Trigger, you will see a Plus sign in the control panel, which will allow you to add an action or a filter:

Select Filter to set up a filter.
Press Save + Continue to begin setting up your filter specifications and rules.
The first drop down will present you with event types, such as additional comments or created date.

The second dropdown will present you with qualifiers, such as Contains (a particular word or phrase), After (a particular date), or Less Than (a particular numerical value).

Finally, you will enter a Value in the third field.

Here, the action will only fire if an event is created after 1/25/2017.

You can use the +AND button to add a second filter; using 'and' means that BOTH of these rules will have to be true in order for a trigger to fire.

You can use the +OR button to add a second filter; using 'or' means that EITHER of these rules will have to be true in order for a trigger to fire.

Next Steps

At this point, you can connect your trigger to an action.  To learn more about each action and how to set them up, please navigate to the respective articles covering them in further detail.

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