Integration with Zapier
Zapier is an online automation tool that connects two or more apps together to transfer data and automate repetitive tasks. You can use Zapier to send information from Tribes to other apps, such as Google Calendar, Mailchimp, Hubspot etc.
Step 1 – Connect Tribes to Zapier
Go to Tribes Admin > Settings > Integrations.
Select Connect to Zapier.
Sign up for a Zapier account if you don’t already have one and then accept the invitation for the Tribes Beta app.
Step 2 – Create a Zap
To sync information from Tribes with other apps, you'll need to create a Zap in Zapier. A Zap is a connection, or integration, between two or more apps that automates your task. A Zap is made of a "trigger" (eg: when a new booking is created) and an "action" (eg: create an event in Google Calendar). Zaps run automatically to move and manage data without any work on your part.
There are three triggers available for Tribes in Zapier:
- New Member: Trigger when a new member is added.
- New Event: Trigger when a new event is added.
- New Booking: Trigger when a new booking is added.
The process for creating a Zap varies slightly depending on what trigger and what action you select. The most common types of Zaps our users tend to create are to sync bookings and events with a Google Calendar, so we'll use this type of Zap as an example.
Example: Creating Zap to sync new bookings with Google Calendar
Go to your Zapier Dashboard and select Make a Zap.
Search for the Tribes app and select it from the dropdown.
Select the New Booking trigger.
Connect to your Tribes account. You need your API key to connect your account for the first time – you can find this in Tribes by navigating to Admin > Settings > Tribe Settings)
Zapier will ask to fetch an existing booking to test. Make sure you have a recent booking created in Tribes and select Fetch + Continue.
Select view your booking to make sure data has come through, and if it looks good select Continue. It should look something like this...
Choose Google Calendar as your action app. You’ll be prompted to sign in to your Google account to give Zapier access if you haven’t already, then select Save + Continue.
Now you’ll need to set up how the event will be created in Google Calendar. Start by selecting Create a Detailed Event and then Continue.
You'll be directed to a form where you can customise the Google Calendar events that will be created by your Zap. You can use data from Tribes to populate some of these fields by selecting this icon to the right of the field:
Select the Calendar you want to sync with. You can use an existing calendar or you may want to create a new calendar for Tribes bookings/events.
Add an event Summary. This will be the event title in Google Calendar. You can pull in some data from Tribes for this, for example: "[Booking resource] booked for [Title]".
[Optional] Add a Location – this could be the Tribes Booking resource.
Add the Start Date & Time and End Date & Time by selecting the Starts at and Ends at fields from your Tribes booking data.
Fill out any other optional event details you might need, like reminders, visibility etc. Remember that any of these settings will be applied to every Google Calendar event that gets created by this Zap. It’s only the Tribes data that will be specific to an individual event.
Select Continue when you have added all of the information you want.
Now select Send Test to Google Calendar and Zapier will do just that. Check the event was created correctly in your Google Calendar.
If it looks good, select Finish.
Give your Zap a name, like "New bookings from Tribes", and switch it On.
Future bookings from Tribes will now trigger an event to be created in your Google Calendar. Note that only bookings created after you set up your Zap will be added to your Google Calendar. It won’t sync past bookings.