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Installing a Zapier Integration
Installing a Zapier Integration

Step-by-step guide to set up a Zapier integration for creating events in Ubeya from triggers. Covers pre-reqs, action fields, and testing.

Updated over a week ago

Pre-requisites:

  • A Zapier account

  • Admin access to your Ubeya account

Step-by-step Guide:

  1. Log in to Zapier:

  2. Create Zap:

    • Click on "Make a Zap".

  3. Choose Trigger App:

    • Search and select the app from which you want to trigger the event creation in Ubeya.

  4. Set Trigger:

    • Follow Zapier's prompts to set up your trigger conditions.

  5. Test Trigger:

    • Confirm that the trigger works as expected.

  6. Choose Action App:

    • In the "Action" section, search and select "Ubeya".

  7. Choose Action Event:

    • Select "Create Event".

  8. Connect Ubeya Account:

    • In order to generate an API key to install your Ubeya account, follow this explanation:

    • Follow on-screen instructions to log in to your Ubeya account and grant permissions.

Action Fields for Creating Events:

  • Date:

  • Event Name:

    • Required: Yes

  • Branch:

    • Must align exactly with the branch name in Ubeya.

    • Required: Yes

  • Location:

    • Required: Yes

  • Start Time:

    • This will be the start time of the event

    • Use a full date format like 2023-09-13T18:30:00+03:00.

    • Required: Yes

  • End Time:

    • This will be the end time of that event

    • Use a full date format like 2023-09-13T20:30:00+03:00.

    • Required: Yes

  • Number of Needed Workers:

    • Required: Yes

  • General Comments (visible to employees):

    • Required: No

  • Bookers Notes:

    • Required: No

  • Invoice ID:

    • Required: No

  1. Set Up Event:

    • Map the fields from the trigger app to the corresponding fields in Ubeya for event creation.

  2. Test Action:

    • Send a test event to Ubeya.

  3. Activate Zap:

    • Turn on your Zap to start creating events in Ubeya automatically based on your triggers.

  4. Monitor Logs:

    • Initially, keep an eye on the Zap logs to ensure everything works as planned.

Full date format

Please notice that all dates used must be full date formats. most systems that export dates will allow export in full date formats

The full date format 2023-09-13T18:30:00+03:00 is in ISO 8601 format, and here's how to read it:

  • 2023-09-13: The date, formatted as YYYY-MM-DD.

  • T: A separator between the date and time.

  • 18:30:00: The time, formatted as HH:MM:SS.

  • +03:00: The time zone offset, indicating this time is 3 hours ahead of UTC.

This format is both machine-readable and precise, ideal for syncing between different systems.

This guide focuses specifically on setting up a Zapier integration to create events in Ubeya based on triggers from another app. Follow these steps to ensure your Zap functions as intended.

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