Zapier: Add a Member to Your Greetly directory when they are Added to essensys Operate

Are you familiar with Zapier? Here's their Getting Started Guide.

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.

Make sure you connect your essensys Operate account in Zapier. You can find full instructions here.

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:

  1. Trigger
  2. Filter
  3. Action

Trigger: essensys New Contact

Filter

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!