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Vienna Greeters Reduces Errors and Hours with Automated Workflows

By Joey Blanco · May 30, 2018
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Every company strives to have a seamless web experience for their online visitors. The goal is to have your brand and your mission apparent on each page and piece of content, from your blog to contact forms. But with a plethora of plugins and apps to add to your site, sometimes that customer experience breaks. It might even be subtle, like a contact form that doesn't quite match the rest of your branding.

So what's a business to do when one of their tools doesn't cut it? You find better tools. Vienna Greeters, Vienna, Austria's branch of the Global Greeter Network, wanted a better contact form, one with more robust fields and customization. They use contact forms in two areas of their site: A simple, two field contact form, and a second, more thorough form to request a Greeter, detailing arrival times, party size, and more.

Vienna Greeters chose Cognito Forms for its customization, user-friendly design, and ease of integrating forms on websites.

With an upgraded form app, Vienna Greeters now needed to send their form responses to Google Docs, where they house and share collected responses. Jonathan Irons, co-founder and chairman of Vienna Greeters, found their solution: App automator Zapier.

About Vienna Greeters

One of the Global Greeter Networks' branches, Vienna Greeters was formed by a few Vienna, Austria locals who wanted to show off their home to visitors. Offering free walking tours, they strive to share Vienna as locals see it, taking visitors to favorite coffee shops, quiet bookstores, and offering an inside look at the city.

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Completely free—but accepting donations—Vienna Greeters is now one of over 100 Greeters all over the world.

How to Save Hours and Prevent Errors with Zapier

Jonathan discovered Zapier when looking for a way to automatically send form responses to Google Docs. There wasn't a direct connection between the apps. which would have meant downloading responses and copying them into Google Docs. But with Zapier, Jonathan built a Zap—an automated workflow—that sent the content of each form response to a Google Doc.

Of particular importance, Jonathan needed to organize and attach volunteers to each group of visitors. Their form to request a Greeter details everything from arrival time to party size to language spoken. This vital information helps Jonathan assign the right volunteer to the right group every time.

Within Google Docs, Vienna Greeters built a veritable library of their form responses, where, with a few more Zaps, they can group by trip date and arrival time, making life easier for the Greeters' volunteers. And with visitors from all over the world, that organization became key.

Check out this Google Map of Vienna Greeters all over the world

With responses in Google Docs, Jonathan added connections to Trello, creating cards his team groups within Trello by date. As these cards are moved to different lists, another Zap triggers an email through Gmail, notifying volunteers and clients of upcoming walking tours.

Zapier literally saves us many hours every week—but more importantly, it practically removed the chance for errors and inconsistencies.

Jonathan Irons, Co-Founder & Chairman, Vienna Greeters

All it took was a few Zaps to reduce the time Jonathan and the Greeters volunteers spent managing new requests. Try these for yourself and see how many hours you save:

Create Google docs for new Cognito Forms entries

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Cognito Forms + Google Docs
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    Need to create a document in Google Docs for your form responses? Don't do it manually—let Zapier handle the tedious, manual work and send your Cognito Forms responses straight to Google Docs. No more copying and pasting entries, Zapier automatically creates Google Docs for you when new entries come in.

    Create Trello card from Cognito Forms entries

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    Cognito Forms + Trello
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      Trello is a fantastic multi-purpose platform for making to-do lists, and Cognito Forms is a great online forms builder. In this integration, Zapier brings the two together and creates a new Trello card when a Cognito Forms entry is created.

      Send emails through Gmail for new entries on Cognito Forms

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      Cognito Forms + Gmail
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        Looking for an efficient way to make sure those update emails go out for every new Cognito Forms entry? Activating this Cognito Forms Gmail integration should do the trick. It will then be sure to send out an email from your Gmail account for every new entry that comes in on Cognito Forms, effortlessly keeping your recipient(s) updated.

        Send or receive Gmail emails for new Trello activity

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          This integration lets you keep everyone on the team—even those not on Trello—up to the minute on developments in your boards. Easily ensure that no information falls through the cracks by watching for activity and sending an email every time there's anything new.

          Capture activity on Trello cards in new Google Docs text files

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          Trello + Google Docs
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            If you're having trouble keeping an eye on changes to your Trello cards, this Zap is for you. Once activated, a new text file will be created in Google Docs for each activity item on your cards. This will happen automatically every time there is activity on a card, and you can select to watch for activity everywhere or only on specific boards, lists, or cards. It's an easy way to keep a log of everything that happens on Trello, or a way to backup your Trello cards to Google Docs.

            Check out some of our favorite Zaps, featuring Trello, Gmail, Cognito Forms, and Google Docs:

            Send emails in Gmail for new leads in Facebook Lead Ads

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              A personal welcome email is a great way to kick-start a relationship with a new customer.This Zap can help with that, triggering whenever a new lead follows your call to action on Facebook Lead Ads. This integration automatically inserts their details into your email template and sends them your personal message from Gmail. You also have the option of sending their details to a teammate so they can follow up instead.

              Add subscribers to Mailchimp from a Cognito Forms entry

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              Cognito Forms + Mailchimp
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                When you collect email addresses, names, and other contact information in your Cognito Forms entry, Zapier creates a new subscriber in Mailchimp instantly. Keep your email marketing lists up to date with ease.

                Create text files in Dropbox for each new Google Document

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                Google Docs + Dropbox
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                  Easily back up your Google Docs to Dropbox with this Google Docs Dropbox integration. Whenever a new doc is creates in Google Docs, this integration will automatically save a copy to Dropbox.

                  Now that Zaps handle Vienna Greeters' lists and form responses, the team puts their energy where it matters:

                  "We get to spend more time engaging with our volunteers and spending less time on lists," Jonathan says.

                  Don't worry if you're new to Zapier, either. Jonathan has some excellent advice for those getting started.

                  "Get a piece of paper and write down what you would actually like to do, in plain English. There's definitely a Zap for that. We keep discovering new things we'd like to automate with Zapier."

                  What's your story? Tell us how you use Zapier to do more. You can also read even more customer stories and find new ways to improve your workflow and productivity.

                  All images courtesy of Vienna Greeters.

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