Do you want to get rid of some daily tasks? Now that Cheqroom integrates with Zapier, automate your tasks to have even more time to do what you love.
What is Zapier?
Zapier is a service that automates your workflow and connects different apps and services via Zaps. It connects with more than 4,000 apps with both free and paid plans.
How does it work?
A Zap typically consists of two parts:
The trigger: This is an event that triggers a Zap. A trigger is the "When this happens." For example: whenever you add an item in Cheqroom.
The action: This is the event triggered by a Zap. The action is the then "do that." For example: Send an email.
Every Zap follows the same structure:
When this happens
⬇️
Do that.
Once your Zap is live, the action steps will run every time the trigger event happens. No need to think about it anymore.
How to connect Cheqroom and Zapier?
To connect the applications, go to the Zapier website.
Log in to Zapier and go to 'My Apps'.
Select 'Add connection' and look for Cheqroom.
Once you are redirected, fill in the details to log in to your Cheqroom account.
Click on 'Yes, continue'.
Voilà 🎉 You are Cheqroom is linked to your Zapier account.
What can you do with Cheqroom and Zapier?
A lot. As Zapier integrates with so many apps, you are probably using tools that could be connected with Cheqroom. Here are some examples of triggers and actions from Cheqroom that you can use to reach top-level productivity:
TRIGGERS | ACTIONS |
Order checkout | Add a new item |
Checkout is overdue | Flag an item |
Reservation reserve | Update a contact |
Flag set on an item | Search location |
Notes: You can find the list of all the Cheqroom triggers and actions available on the page here.
Do you need some examples?
Now that your Cheqroom account is linked to Zapier, it's time to create your first Zap. Have a look at our examples below:
Send a notification on Slack when a reservation is due for Checkout
If you want to automatically receive a notification on your communication tool when a reservation is due for Checkout, have a look at the steps below:
The Trigger
Once you are logged in to Zapier, select ‘Create Zap’.
Click on the Cheqroom app.
Select the ‘Reservation Due’ trigger event.
Choose your Cheqroom account (most users only have one).
Pick a name for the webhook, and the delay before a reservation is due for checkout. In our example, we want to receive a notification 10 minutes before checkout.
It's time to test your trigger! Once the test is successful, click on 'Continue'.
Notes: Zapier needs at least one reservation to be able to test the trigger, so make sure you have one on Cheqroom.
The Action
Search for Slack (or any other communication tool you use).
Choose the 'Send Direct Message' Action Event. In this example, we will send a direct message to a specific user, but you can also choose a channel.
Choose the Slack account where your message should be sent.
Set up actions:
Choose the username/channel.
Type the message you would like to send every time the trigger is activated.
You can also experiment with other actions, but in this example, we will keep it simple.
When you are happy with the actions, it's time to test again!
If you want to set your Zap live, don't forget to turn on the Zap.
Create a Zendesk ticket when an item is flagged on Cheqroom
Maybe you want to automatically create a maintenance ticket when an item is flagged? Here are the steps:
The Trigger
On Zapier, select ‘Create Zap’.
Click on the Cheqroom app.
Select the ‘Item Set Flag’ trigger event.
Choose your Cheqroom account (most users only have one).
Pick a name for the webhook, here we will call it 'Item needs maintenance'.
Test your trigger, and once the test is successful, click on 'Continue'.
The Action
Search for Zendesk (or any tool you use with your maintenance team).
Choose the 'Create Ticket' Action Event.
If you haven't already, you will need to connect Zendesk to Zapier.
Time to set up actions:
Choose the subject of your ticket.
You can make your comment dynamic using the data from Cheqroom:
You can also experiment with other actions.
When you are happy with the actions, it's time to test the action!
If you want to set your Zap live, don't forget to turn on the Zap.
Add a new contact from your CRM to Cheqroom
Did you add a new contact on your customer relationship management software and you would like to add it to Cheqroom? Take a look at the steps:
The Trigger
On Zapier, select ‘Create Zap’.
Search for your CRM app. In this example, we will go for Salesforce.
Choose the 'New Record' trigger, and click on Continue.
If you haven't already, you will need to connect your CRM to Zapier.
Choose the correct CRM account and 'Continue'.
For the Salesforce object trigger, we will take the 'Contact'.
Test your trigger, and once the test is successful, click on 'Continue'.
The Action
For the app, choose Cheqroom.
Pick the 'Add Contact' Action event.
Select the correct Cheqroom account and 'Continue'.
For the contact email address: enter the Salesforce 'Email' data.
For the contact name: enter the Salesforce 'Name' data.
You can choose if these new contacts should be used for maintenance.
You can test the action, and set the Zap on if you are happy.
Update contact information from CRM to Cheqroom
Now that you are used to it, we came up with a more complex example. As we want to update information, we first need to find the contact and then update. This means that we will have 3 different steps.
The Trigger
On Zapier, select ‘Create Zap’.
Search for your CRM app. We will keep Salesforce in this example.
Choose the 'Updated Record' trigger, and click on Continue.
If you haven't already, you will need to connect your CRM to Zapier.
Choose the correct CRM account and 'Continue'.
For the Salesforce object trigger, we will take the 'Contact'.
Test your trigger, and once the test is successful, click on 'Continue'.
The First Action ➡️ Searching the contact on Cheqroom
We need the Cheqroom "ID" to locate the contact. This action helps us to recover this "ID".
For the app, choose Cheqroom.
Pick the 'Search Contact' Action event.
Select the correct Cheqroom account and 'Continue'.
For the contact email address: enter the Salesforce 'Email' data.
You can test the action, Zapier will look for a contact based on the email address.
The Second Action ➡️ Updating the contact information on Cheqroom
Click on the "+" button to add an extra step.
Choose Cheqroom, and 'Update Contact' as action events.
Select the correct Cheqroom account and 'Continue'.
For contact, click on 'Custom' and select the Cheqroom "ID".
For the contact email address: enter the Salesforce 'Email' data.
For the contact name: enter the Salesforce 'Name' data.
Click continue, and test the actions.
Is it successful? Well done! You can now turn the Zap on.
Do you want more?
There are no limits to the automation you can create. Don't hesitate to have fun while creating those zaps, think about tasks that could easily be automated. We're sure you will come up with incredible automation so don't hesitate to share them with us!