This automation scenario allows you to connect Waitwhile and Microsoft Office 365
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
Waitwhile and Microsoft Office 365 can also be integrated using automation tools other than zapier:
When this trigger fires in Waitwhile
Triggers when a visit is created or modified on a location.
Then this action happens in Microsoft Office 365
Create an event in the calendar of your choice.
This guide contains information on how to set up an automatic workflow that allows to Create Microsoft Offiice 365 events from new Waitwhile bookings.
Part I
First, we need to connect Waitwhile and Microsoft Office 365 to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Waitwhile to Zapier.
Give Zapier access to your Waitwhile account, using Waitwhile credentials.
Connect Microsoft Office 365 to Zapier.
Give Zapier access to your Microsoft Office 365 account, using Microsoft Office 365 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 Waitwhile
Choose the following trigger: New or Updated Visit (Triggers when a visit is created or modified on a location.).
Then set up an Action for Microsoft Office 365
Choose this action: Create Event (Create an event in the calendar of your choice.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Waitwhile and Microsoft Office 365.
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 Microsoft Offiice 365 events from new Waitwhile bookings!
Triggers when a new e-mail is received in your inbox.
Triggers when a new event is created in your calendar.
Triggers when a new contact is added to your account
Triggers at a specified time before an event in your calendar starts.
Triggers when an event is updated.
Used to power a dropdown in the create event action.
A common action to create or update visit based on identifier provided.
An action to delete a visit based on identifier provided.
Create or update visit
Delete visit
Add customer note entry
Create customer
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