Creating Leads via Zapier

Zapier helps automate repetitive tasks by connecting applications through webhooks and APIs—no coding required. When paired with MyTime, Zapier can process data sent through MyTime webhooks and interact with partner APIs to automate membership-related updates. This article walks you through creating Zaps to automate lead creation in MyTime.

Things to know:

• For franchise businesses:
  • Webhooks and partner APIs enabled on both the parent and child accounts. 
  • Learn more about webhooks, view here and partner APIs, here 
  • Using API Keys When Connecting MyTime to Zapier: The API key you choose depends on whether you’re creating Zap triggers or actions:
    • Triggers: Use the parent account API key to ensure Zapier detects events across all locations.
    • Actions (e.g., search, update, or delete records): 

    • Use the parent API key to apply actions across all locations, or

    • Use a child location API key if you want the action to apply only to that specific location.
• For details on how to connect your Zapier profile with MyTime, learn more here 
  
• A Zap is an automated workflow that links your apps and services. Each Zap includes a trigger and one or more actions. Once activated, the Zap will carry out the action steps each time the trigger event happens.
• An action is what happens after the trigger—the "effect" that Zapier performs in response to the trigger. Once the trigger event occurs, the action is executed in another app                

To create a new Zap for a new lead:

1. On the Zapier home page, you can create a new Zap by:
   • Clicking + Create → Zaps, which takes you directly to the Zap creation page.
     
   • Clicking Zaps in the left panel opens the “My Zaps” page, where you can add a new Zap. 
     • Create a personal folder by clicking + Create a personal folder or the + next to My Zaps, entering a folder name, then clicking Done.                                                                                                                                                                           
     • Once done, choose any of the highlighted options on the screen to start creating a Zap.       
2. On the “Untitled Zap” page, click the dropdown at the top to name your Zap. 
3. Click 'Trigger' to add a trigger event.
   
4. Select 'Google Sheets' from the list of apps. 
5. Search for a trigger event in the Trigger Event dropdown. In this case, select the 'New or Update Spreadsheet Row' option 
6. Select an account to connect in the account section 
   • If you have never connected a MyTime account, click 'Connect a new account' and a new page will open. Enter your MyTime login credentials then click the 'Yes, Continue to MyTime' button
7. Back in Zapier, click Continue 
8. Next, configure the trigger to match your Google Sheet:
   • Spreadsheet: Select the Google sheet from your list of created Google Sheets
   • Worksheet: Select the worksheet present on your Google Sheet
   • Trigger Column: Select the column on the worksheet that should trigger the creation of the new lead
9. Click 'Continue' then click Test Trigger.
10. Zapier will pull sample data from your Google sheet. You can search for a specific client(s) you wish to use using the search bar
11. Select a record and click 'Continue with selected record.'
12. Zapier will now prompt you to select an app for your action.                                         
13. Select the 'Client' action event  
14. Select your account 
    • If you have never connected a MyTime account, click 'Connect a new account,' and a new page will open. Enter your MyTime API partner key. Click the 'Yes, Continue to MyTime' button to connect your MyTime account.                                                    
15. Back in Zapier, click 'Continue' 
16. Enter the data tags you want Zapier to populate in each of your lead profile:
    • Select 'Lead' in the Client Type field
      
    • Complete the additional fields by clicking the '+' sign next to the field to expose the data options to the left. Select the corresponding data to match the field
17. Click 'Continue.'
18. Zapier will display the data in detail. Click Test Step, or skip the test if preferred. 
19. Click 'Publish' to activate the Zap 

Once the Zap is active, data will automatically transfer between Google Sheets and MyTime without the need to maintain servers or write code.

In the example above, newly added rows with client data on the Google Sheet linked to the Zap will create new leads in MyTime automatically.            

Google Sheet                                                       

MyTime Lead

For more information, contact us at support@mytime.com or (385) 233-6964.     

Related Articles: 

Connecting MyTime to Zapier

Creating Zaps in Zapier