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Understand how to send an invitation on the calendar using Zapier in conjunction with Contele Team Manager to send the invitation whenever a visit is scheduled.

Introduction to Zapier - Basic Steps

If you have not yet connected Contele to Zapier, access: How to find Contele on Zapier, generate Contele Token and connect Contele on Zapier

If you've gone through the steps above, let's go!

Below, we have a full video and summary images from step by step, if you already have skills with Zapier and want to go straight!



The trigger you should use is the New Visit .



Add the Zapier filter and make the filters as you see fit. In the example, I filter if there is e-mail in the contact of the Place and if there is time in the scheduling of the Contele Team Manager, so that the invitation is sent correctly.

If you do not pass these Zapier filters, the invitation will not be sent to the customer.



To validate if you have a scheduled time, follow the fields:
POI Contact Email> (Text) Contais> @
Scheduling Date / Time> (Text) Does not count> 03: 00: 0.000Z

Add Google Calendar or another preferred calendar, and link the fields we send to Zapier, which will send the calendar invitation.

In the image I highlight some relevant fields:



This is the end result of the example created above.



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