EventWorks Zapier Integration (Beta)

Overview

The EventWorks Zapier integration allows you to automate tasks and workflows by connecting EventWorks with other applications on Zapier. This integration includes triggers for new events, updated events, account management, contact handling, and invoice processing, enabling seamless workflows across your business tools.

Our Zapier integration is currently in a public beta, which means there may be some minor changes before launch.

You can access the integration here.

Authentication

The integration requires custom authentication using your EventWorks API token and URL.

Steps to Authenticate:

Obtain your API Token from EventWorks. This can be found on your user profile page.
Enter the URL of your EventWorks instance (e.g., https://demo.geteventworks.com).
Zapier will use these credentials to connect securely to your EventWorks account.

Triggers

Triggers are events in EventWorks that can kick off a workflow in Zapier.

1. Event Created

Description: Triggered when a new event is created in EventWorks.

- Sample Output: Includes event details such as name, description, start_date, end_date, and client_budget.

2. Event Updated

Description: Triggered when an existing event is updated.

- Sample Output: Includes updated event details such as name, updated_at, and status.

3. Account Created

Description: Triggered when a new account is created in EventWorks.

- Sample Output: Includes account information such as name, address, phone, and email.

4. Account Updated

Description: Triggered when an account is updated.

- Sample Output: Includes account changes like updated_at and industry_type.

5. Contact Created

Description: Triggered when a new contact is created.

- Sample Output: Includes contact details such as first_name, last_name, email, and phone.

6. Contact Updated

Description: Triggered when a contact is updated.

- Sample Output: Includes updated contact information.

7. Invoice Created

Description: Triggered when a new invoice is created in EventWorks.

- Sample Output: Includes invoice details such as total, amount_due, status, and due_date.

Actions

Actions are tasks Zapier performs in EventWorks in response to triggers or other app events.

1. Create Event

Description: Creates a new event in EventWorks.

- Example Input Fields:
- name: Name of the event.
- description: Description of the event.
- start_date: Start date of the event.
- end_date: End date of the event.
- client_budget: Budget allocated for the event.
- Output: Details of the newly created event.

2. Update Event

Description: Updates an existing event in EventWorks.

- Example Input Fields:
- event_id: The ID of the event to update.
- name: Updated name of the event (optional).
- description: Updated description of the event (optional).
- start_date: Updated start date (optional).
- end_date: Updated end date (optional).
- Output: Details of the updated event.

3. Create Account

Description: Creates a new account in EventWorks.

- Example Input Fields:
- name: Name of the account.
- address: Address of the account.
- phone: Contact number for the account.
- email: Email address for the account.
- Output: Details of the newly created account.

4. Update Account

Description: Updates an existing account in EventWorks.

- Example Input Fields:
- account_id: The ID of the account to update.
- name: Updated name of the account (optional).
- address: Updated address (optional).
- phone: Updated phone number (optional).
- email: Updated email address (optional).
- Output: Details of the updated account.

5. Create Contact

Description: Creates a new contact in EventWorks.

- Example Input Fields:
- first_name: First name of the contact.
- last_name: Last name of the contact.
- email: Email address of the contact.
- phone: Phone number of the contact.
- Output: Details of the newly created contact.

6. Update Contact

Description: Updates an existing contact in EventWorks.

- Example Input Fields:
- contact_id: The ID of the contact to update.
- first_name: Updated first name (optional).
- last_name: Updated last name (optional).
- email: Updated email address (optional).
- phone: Updated phone number (optional).
- Output: Details of the updated contact.

7. Create Invoice

Description: Creates a new invoice in EventWorks.

- Example Input Fields:
- account_id: ID of the account associated with the invoice.
- total: Total amount for the invoice.
- due_date: Due date for the invoice.
- status: Status of the invoice (e.g., pending, paid).
- Output: Details of the newly created invoice.

8. Update Invoice

Description: Updates an existing invoice in EventWorks.

- Example Input Fields:
- invoice_id: The ID of the invoice to update.
- total: Updated total amount (optional).
- due_date: Updated due date (optional).
- status: Updated status (optional).
- Output: Details of the updated invoice.

Request Customization

All API requests include:

- Headers:
- X-API-TOKEN: Your API token for secure communication.
- Parameters:
- api_token: Your API token.

Usage Tips

- Ensure your EventWorks API token and URL are correct to avoid connection issues.
- Use filters in Zapier to narrow down triggers to specific data updates or creations.
- Combine triggers with actions in other apps like Google Sheets, Slack, or email tools to streamline workflows.

Troubleshooting

- Authentication Errors: Double-check the API token and URL entered in the Zapier authentication setup.
- Missing Data: Verify the EventWorks instance is syncing correctly and ensure the data in EventWorks matches the expected trigger.
- Support: For further assistance, contact EventWorks support or visit the Zapier help centre.

Examples

Example 1: Sync New Events with Google Calendar

- Trigger: Event Created
- Action: Create a new Google Calendar event with event details like name, start_date, and location.

Example 2: Notify Team on Slack for Updated Invoices

- Trigger: Invoice Created
- Action: Send a Slack message to a team channel with invoice details such as total and due_date.


Explore the full potential of automating your workflows by connecting EventWorks with Zapier!

Updated on: 14/05/2025