Zapier

Zapier and Recras

Through Zapier, it is possible to link several online systems together. Via a so-called Zap, Zapier ensures that information is automatically shared between different applications. A Zap is always activated by a certain ‘trigger’ to then perform an action in the same or another application.

Before you can connect Recras to Zapier, you need an API key. You need to create this API key in Recras. Once you have logged into Recras, go to the support documentation. Click on the profile button at the top right, then click on support. Then search for “api-keys” and follow the steps to create the API key. After creating the API key, you can set up the zap in Zapier.

What can the Recras Zap do for you?

Recras’ Zapier integration currently supports the following triggers:

• New Contact
  As soon as a new contact is created in Recras. You can link this to Mailchimp, for example. So as soon as a new contact is created in Recras, put the mail address in Mailchimp.

• New Invoice
  As soon as a new invoice is created in Recras. In this way you can link Recras with an accounting package, provided the accounting package is also in Zapier (see the Moneybird example). Sometimes you can’t directly link two applications via Zapier, but a Zap can be used as an intermediate step. You can set up the Zap as follows: The moment a new invoice is created in Recras, mail it as an attachment to a certain mail address of, for example, an accounting package, the moment such an accounting package can handle incoming sales invoices, via Zapier your accounting is still linked to Recras.

• New booking
  As soon as a new booking is made, a trigger is deployed. For example, you can have a message posted in chat service slack when another final booking has come in. Or you can have an appointment posted in a calendar as soon as a booking has come in.

• New Start moment
  As soon as a new start moment is created. This is used, for example, at a large nature organisation that provides excursions. As soon as they add a starting moment in Recras that can be booked online, a staff shift is immediately created. This way, for a very long period, all excursion leaders are already planned ahead.

 

Supported Actions

Recras’ Zapier integration currently supports the following actions:

• Create Booking
  Allows a booking to be created in Recras. This can be used, for example, if a booking is created in another system that it is also created in Recras. That way the availability also remains good in Recras. We have few examples of this yet but it could be set up that way.

• Submit Contact Form
  This way, a Google Spreadsheet can be linked to Recras. In this way, a whole number of bookings can suddenly be entered into Recras. The zap then automatically fills in a contact form with the correct data as soon as there is a new line in a Google Spreadsheet file.

• Create a shift
  This one was also explained above. Shifts can be generated automatically in Recras. This can be based on e.g. start moments, but this could also be based on a Google Spreadsheet. Especially if start times vary every day, this workflow can save a lot of time.

• Recras related matters
  An iCal can be created from the bookings overview. This can also be linked to Zapier. This way, we even managed to link Recras to a thermostat. Properly 3 hours before a group arrives, the CV jumps to 20 degrees.

Cost

Creating a Zapier account is free, but the moment you want to work with complicated zaps, or perform many actions per month then there are costs involved.

 

Using the Recras Zap

First, you need to create a Zapier account and you can already try to get to know Zapier. If you have any wishes regarding Zapier that we do not yet support, please let us know. We are always open to further development with Zapier, precisely because it offers so many possibilities.