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How Zapier works
Zapier makes it easy to integrate WinMan Cloud with Yardman - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Webhook" from WinMan Cloud.
Add your action
An action happens after the trigger—such as "Create Booking" in Yardman.
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Zapier seamlessly connects WinMan Cloud and Yardman, automating your workflow.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- TriggerRequired
- EntityRequired
Try ItTriggerInstant- Get Data
Get data within your WinMan system.
ActionSearch - Person Called
Trigger when person was called.
Try ItTriggerPolling - New Visit
Trigger when a new visit is added.
Try ItTriggerPolling
- Create, Update Or Delete Data
Create, update or delete data within your WinMan system.
ActionWrite - New Booking
Trigger when a new booking is added.
Try ItTriggerPolling - CheckpointRequired
Try ItTriggerPolling- Movement planRequired
- Check in atRequired
- Notes
- Custom confirmation code
- Booking forRequired
ActionWrite