Okay, so now you have connected your Greetly account to Zapier. Great! Let's get your integration with essensys Operate going.
Before getting started
Are you familiar with Zapier? Here's their Getting Started Guide.
If you are starting fresh with essensys (i.e., no clients), jump right to our suggested Zaps below. If you already have clients in essensys, we suggest that you upload your current directory to Greetly to set a baseline.
Zap: essensys New Contact to Greetly New User
The purpose of this Zap is to take a new contact in essensys Operate that has an active license and automatically add them to your Greetly host user directory.
There are three parts to this Zap:
Trigger: essensys New Contact
The filter is important, as it only allows the data from contacts that meet specific criteria. This is important for:
- Contacts that have an active license
- Location name, for those workspaces that have multiple locations
Depending on your setup, use the correct filter(s) to determine which new contact is created in the Greetly directory.
Action: Greetly New User
Choose New User in Greetly, then map the data fields in the template.
Turn on the Zap, and test it out. You are well on your way to Automation Nirvana!