Zapier is a web automation app. With Zapier, you can build Zaps to automate parts of your business workflows. Connecting OfficeRnD with Zapier makes hundreds of other tools and applications possible.
Triggers and Actions
Zapier works by the following principle: "When I get a new thing in A, do this other thing in B." The first part is the Trigger, and the second part is the Action.
OfficeRnD supports the following Triggers in Zapier:
New Member – Triggered when a new member is created in OfficeRnD or an existing member's status is updated.
New Company – Triggered when a new company is created in OfficeRnD.
New Invoice – Triggered when a new invoice is created in OfficeRnD.
New Contract – Triggered when a new contract is created in OfficeRnD.
New Event – Triggered when a new event is created in OfficeRnD.
New Membership – Triggered when a new membership is created in OfficeRnD.
New Post – Triggered when a new post is created in OfficeRnD.
New Opportunity – Triggered when a new opportunity is created in OfficeRnD.
New Booking – Triggered when a new booking is created in OfficeRnD.
Member Status Updated – Triggered when a member has status changes in OfficeRnD.
Visitor check-in – Triggered when a visitor checks in via OfficeRnD.
OfficeRnD also supports the following Actions in Zapier:
Create a Member - an action that creates a member in OfficeRnD.
Create a Company - an action that creates a company in OfficeRnD.
Create an Opportunity - an action that creates an opportunity for a member and a company (optional) in OfficeRnD.
Create a Membership - an action that assigns a membership to a member.
Create a Fee - an action that creates a one-off fee and assigns it to a member.
Create a Post
Create an Event
Create a Booking
Register visitor – Registers a visitor in the Visitor Log directly from Zapier.
Additionally, OfficeRnD provides one Search Step that allows you to find a location by its id, name or city.
How to use OfficeRnD in Zapier?
1. Create a new Zap
Login to your Zapier account and create a new Zap. Setup a Trigger for your new integration.
2. Setup OfficeRnD
Add the OfficeRnD application to your Zapier account by following this link.
3. Add OfficeRnD action
When choosing the action for your new Zap, search for OfficeRnD. Next, choose an Event.
4. Login with OfficeRnD credentials
While setting up your Zap, you will be asked for your OfficeRnD Admin credentials. Just type in the ones you use to log in at OfficeRnD.
5. Connect to apps
Take advantage of your newly created integration. Connect OfficeRnD to hundreds of applications with Zapier.
SSO Login Instructions
If an organization has set up and enforced SSO for its Admin portal, it won't be able to use OfficeRnD credentials to log in with Zapier. As a workaround, we implemented an alternative login option: OfficeRnD Admins can generate and use Client ID and Client Secret to log in to Zapier.
To generate a Client ID and client Secret, you must create an application. To do so, go to Settings > Data & Extensibility > Developer Tools > Applications and follow our Help Guide.
Finally, the login form that appears before creating your first Zap has a drop-down menu with two login methods. Choose the Application Client ID and Client Secret method and use the ones you generated in OfficeRnD to authenticate.
Known Limitations
Currently, Zapier integration has several limitations. Here is a list of the most important ones:
Triggers are not called immediately when the action happens. They are implemented based on the polling. Zapier checks OfficeRnD for changes regularly. Usually, updates happen every 15 minutes. To overcome this, you can use webhooks.
Custom properties of type date and multi-select are not supported for both the Triggers and the Actions.