Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How do I use Zapier to send Vplan invites with customer-selectable appointments?

Hi,

Im trying to built a Zap to automate sending invite links to our customers, in which they can plan their own appointment with out company. The trigger comes from Vplan, and this step is clear to me. The problem is, I just can't seem to find the right action for this. I've been looking in Office365, Microsoft Outlook and Google Calendar. When I pick an action similar as 'create event’, I have to set the date and time beforehand, but I wan't my customer to be able to plan this themselves. The invite link should then also provide availability in our calendar and I want the first possibilities to be 6 months after the date the invite link has been sent.

I would prefer to set the action in Microsoft Bookings, but Outlook, Google Calendar or any other app that would provide this option will work for me as well. 

Hi @Verlaan 

Which vPlan Zap app trigger event are you trying to use?

https://zapier.com/apps/vplan/integrations#triggers-and-actions

Hi,

I'm using the 'New or Changed Card’ trigger with a filter based on card status.

@Troy Tessalone 

@Verlaan 

Have you considered using a self scheduling app such as Calendly or these other options?

https://zapier.com/apps/categories/scheduling

@Troy Tessalone 

Yes, I've considered most of them but they all lack the option to send an invite for the customer to plan it's own meeting as an action. I know Calendly for example does have this functionality but it is not presented in Zapier.

It should be this one in Calendy, only I want to send the invite first based on the trigger I already have. Could there be a way to work around this?

 

@Verlaan 

If you have the link to the Calendly Event, then perhaps try something lik this…

 

Zap Steps:

  1. Trigger: vPlan - ???
    1. Unclear which vPlan trigger event you are trying to use
  2. Action: Gmail - Send Email
    1. Include the link to the Calendly Event, so the user can self-schedule
Terms & Conditions