Zapier: Update a Member's Info in Greetly when you Update it in essensys Operate

Make sure you connect your essensys account in Zapier.

Before getting started

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

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

Zap: essensys Updated Contact to Greetly Update User

The purpose of this Zap is to take an updated contact in essensys Operate, that has an active license, and update that same information in the Greetly member directory.

There are three parts to this Zap:

  1. Trigger
  2. Filter
  3. Action

Trigger: essensys Updated 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 Update User

Choose Update 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!