Zapier Integration

Modified on Sat, 18 Jan at 8:07 PM

Zapier helps you automate the most tedious parts of your daily work. It is a platform that connects various applications using webhooks and APIs, eliminating the need for coding. This application processes data sent by MyTime via webhooks and interacts with MyTime partners' APIs. In this article, we will guide you through the integration process between Zapier and MyTime.

Things to know:

You must have webhooks and partner APIs enabled on both the parent and child accounts; however, Zapier only accepts API keys from the parent account. To learn more about webhooks, view here and partner API, here

Content:

Connecting MyTime to Zapier
Creating a Zap

Connecting MyTime to Zapier

Navigate to www.zapier.com and log into Zapier. If you do not have an existing account, sign up
Once signed in, you will be directed to Zapier's home page.
In the left-hand panel, you can click on the following:
- Create: Here you can create Zap, Tables, Interface, Chatbot, and Canvas
  - Zaps: This is an automated workflow that connects your apps and services. Each Zap consists of a trigger and one or more actions. When you activate your Zap, it will execute the action steps every time the trigger event occurs
  - Tables: This is a no-code database tool that enables you to store, edit, share, and automate data—all in one place. Your data needs to move quickly and accurately to keep up with the fast-paced changes in your business
  - Interface: This is where you can create forms, web pages, and apps to power your business-critical workflows that seamlessly connect to 6,000 apps with the use of Zapiers templates
  - Chatbots: Here you can create a free, AI-powered chatbot that answers questions, resolves issues, and nurtures leads with the power of Zapier automation
  - Canvas: This is a collaborative diagramming tool that helps you plan, document, and convey the value of your workflows with the use of Zapiers templates
- Apps: Here you can search for apps to use in your integration. To search for apps, you can use the App button or the search bar at the top of the page
- Zap History: Here you can customize your search for zap history
- What would you like to automate?: Here you can enter what you want to automate and the system will provide results that match what you entered
- Start with a template: You can select a template from the list of pre-saved templates to use
You will then connect MyTime and this can be done in two ways:
- Using the search bar: From the search bar, you can search for MyTime
  - This will take you to the MyTime Integration page, where you can select an app to connect with MyTime by either clicking on a predefined option or searching for one
  - Click the "Connect these app" button
- Using the Apps button: You can click the Apps button
  - This takes you to the search function, where you can look for the app you want to integrate. Simply search for MyTime and click "Connect" next to it
Using either the search bar or the app button option, Zapier will then require you to give permission by adding your parent account Partner API key and subdomain. The parent account partner API can be found on your MyTime business setup company settings page and the subdomain should be www
Click "Yes, Continue to MyTime"
Your MyTime account is now connected to Zapier

After a connection has been established, various actions can be performed

Creating a Zap

A Zap is an automated workflow that links your apps and services. Each Zap includes a trigger and one or more actions. Once activated, the Zap will carry out the action steps each time the trigger event happens.

To create a new Zap:

From the Zapier home page, click on "+Create" and then select "Zaps" at the top of the page, or click "Zaps" in the left-hand panel.
- + Create: Clicking "+Create" and then "Zaps" will take you directly to the page where you can create a new Zap
- Zaps: Clicking "Zaps" in the left panel takes you to the My Zaps page, where you can add a new Zap using various options
  - Clicking the "+ Create a personal folder" button or the "+ button" next to My Zaps will open an "Add new personal folder" popup, where you can enter the folder's name and then click "Done."
  - Once done, you can create a new Zap using the following highlighted options in the screenshot below:
  - Clicking the "+Create" button and then "New Zap" will take you directly to the page for creating a new Zap.
  - You can also use the search bar to find pre-made Zap templates available within your account.
On the untitled Zap page, click the dropdown arrow at the top to name the ZAP
Click the triggers option to add an event. A trigger is an event that starts a workflow in Zapier, the "cause" that kicks off the automation. When a specific event happens in one app, it triggers the automation process
Select MyTime from the pop-up with the list of apps
The app selected will then be reflected on the trigger as well as in the right-hand panel in the 'App' field
Search for an event in the 'Trigger Event' field
For the account field, connect your MyTime account by clicking 'Change' (if you are already logged in)
Click 'Connect a new account' on the pop-up
Enter your MyTime login credentials. Click the 'Yes, Continue to MyTime' button to connect your MyTime account
Click 'Continue' in the right-hand panel
Click 'Test Trigger'
Data from your account, depending on your trigger, will be generated for you to select. Click the 'Continue with selected record' button
You will then be redirected to select an app for your action. An action is what happens after the trigger—the "effect" that Zapier performs in response to the trigger. Once the trigger event occurs, the action is executed in another app
In this example, we selected the Google Sheet. This choice will then be reflected in the right-hand panel and used for your action
Choose an event in the 'Action event' field
Your selection will be reflected. Click 'Continue'
Configure your Google Sheet by selecting the drive where your Google Sheet is stored, the spreadsheet, and the worksheet. (Please Note: The Google Sheet should have headers so that the system can read the Google Sheet accurately.)
Next, enter the data tag to be displayed in each column based on the headers of the Google Sheet. Click "Continue."
The details of the spreadsheet will be displayed. Click 'Test Step' or you can skip the test
Publish steps

Once a Zap is created on Zapier (a Zap being an integration flow between various applications), data is transferred between applications without the need to maintain a server or write code.

In the steps shared above, I was able to create new clients, and all were added to the Google Sheet linked to the Zap.

For more information, contact us at support@mytime.com or (385) 233-6964.