This automation scenario allows you to connect Google Calendar and TrackVia
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Google Calendar
Triggers when an event is created.
Then this action happens in TrackVia
Add a record to a view which you specify.
This guide contains information on how to set up an automatic workflow that allows to Create TrackVia records for new events on Google Calendar.
Part I
First, we need to connect Google Calendar and TrackVia to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Calendar to Zapier.
Give Zapier access to your Google Calendar account, using Google Calendar credentials.
Connect TrackVia to Zapier.
Give Zapier access to your TrackVia account, using TrackVia credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Google Calendar
Choose the following trigger: New Event (Triggers when an event is created.).
Then set up an Action for TrackVia
Choose this action: Add Record to View (Add a record to a view which you specify.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Calendar and TrackVia.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create TrackVia records for new events on Google Calendar!
Triggers when an event is created.
Triggers when a specified amount of time before an event starts.
Triggers when an event is created or updated (except when it's cancelled).
This Trigger fires a set number of minutes before the starting time of any event on your Google Calendar. Note: The time in the ingredient will be based on the timezone set in Google Calendar.
This Trigger fires a set number of minutes before the starting time of an event on your Calendar that contains a specific keyword or phrase in the event’s Title, Description, or Location. Ingredient will be based on the zone set in Google.
This Trigger fires every time a new event is added to your Google Calendar. Note: The time in the ingredient will be based on the timezone set in Google Calendar.
Add a record to a view which you specify.
Triggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.
Triggers when a record changes.
Grabs a list of available views. This is used to populate view drop downs.
Triggers when record is deleted, or if a record no longer meets the filter criteria for the view.
Google Calendar, the free time-management web application, simplifies scheduling and organizing your daily events. Easily manage and share your schedule with customizable notifications, ensuring you stay on top of your commitments.
TrackVia is a highly customizable, mobile workflow management platform that digitizes and streamlines enterprise operations. With a user-friendly interface, it unites workers with their data, processes, and collaborations on any device. Empowering business-line leaders, it requires no complex coding and offers intelligent workflow automation, reporting, and bi-directional data integration capabilities for total visibility and control. Transform your business with TrackVia and enhance tracking and workflows efficiently.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.