| Relevant to: | Guests | Speakers | Event Managers & Assistants | Account Owners |
| ❌ | ❌ | ✅ | ✅ |
With the Zapier Integration you can smoothen out the invitation process for you and your guests...
With a Zap from any third-party landing page (that is currently available in Zapier) you can send your guests' registration info directly into Remo!
For Zapier integration you will need the integrations add-on. Please contact our Success team for more information and details for how you can get this.
Please note, even with the Zapier Integration, guests will still need to register and create an account with Remo on the Remo Landing Page ( please check out this article for more information.
In order to use the Zapier Integration to Remo, you'll need a few things set up before you begin:
- Zapier Account
- Remo Event set up
- Landing Page or Registration Form in a third-party application (such as Eventbrite, LeadPages or Google Forms) set up
- Access to Remo's Zapier Integration (please contact our Sales Team for more information)
Once you have all three of these ready to go, you can follow the instructions below:
1. Log in to your Zapier account
2. Click 'Make a Zap' in the upper left corner of the screen
3. Select 'Trigger' and choose your Trigger Application. This is the application you would like to have your guests register on. Common examples include Eventbrite, LeadPages, Google Forms
4. Choose your 'Trigger Event'
5. Choose your Account for the Trigger Application by clicking 'Sign in'. You'll then be redirected to the application's sign in page, just log in as you normally would, and your account will then be linked! Then press 'Continue'
If you've already connected this application to your Zapier account, you can just select your Trigger Application account from the dropdown menu
6. With your trigger event and account selected, click 'Continue'
7. Now you can set up the configuration of your trigger by filling in the fields shown on this step. Then press 'Continue'
Please note, the fields you see in this section will vary depending on the Trigger Application you selected in Step 3, so do not be alarmed if the fields you see in the picture below do not match what you see when setting up your Zap
8. Press 'Test trigger' to test if the trigger event is working correctly and collects your guests' registration information. By testing the trigger, Zapier will automatically pull the data of the latest registration for your event through that third party application (Trigger Application)
If you haven't received any registrations on your landing page/ registration form yet, you can just fill it in with a dummy registration yourself to test the trigger here
9. Zapier will then display the 3 latest registration records found from your trigger event. Select which record you want to test your trigger set up with and click 'Continue with selected record'.
10. Now you can determine the Action Application and Event. Select 'Remo Conference' as the Action Application.
11. Under Action Event select 'Register New Attendee'.
12. Under Account, click 'Sign in'.
If you've already connected Remo to your Zapier account, you can just select your Remo Account from the dropdown menu and skip to Step 17
13. You'll then need to find your Zapier API key. You can do this by clicking your user profile in the upper right corner of your My Events Page in Remo.
You must be the Account Owner to be able to access the Zapier API key. If you are not, please contact your Account Owner and ask them to give it to you.
14. Select 'Account Settings', and then click 'Third-party Integration'
15. Click the 'Generate' button next to the Zapier App Token, and then press 'Copy' to copy that token onto your clipboard
16. Back in your Zapier page, paste the App Token you've just copied in the box provided and click 'Yes, Continue'. Now you should see your Remo Conference account in the Zap you're creating now. Then press 'Continue'.
17. Under Specific Event, select the Remo Event you would like to register your guests for.
18. Under Name, click the '+' (or type '/') into the field. This will show you all registrant data collected from your trigger event. Select the name field (the field where registrants enter their name) from this list.
19. Under EmailId, click the '+' (or type '/') into the field. This will show you all registrant data collected from your trigger event. Select the email field (the field where registrants enter their email address) from this list.
20. Once you've added the above, click 'Continue'
21. Now you should see the data pulled from the registration record you selected earlier to test your trigger with (in Step 9). Select 'Test step' to test your full Zap.
22. If the Zap was successful you should see a message saying "A Test attendee was sent to Remo Conference just now."
23. To check this, you can also go to your Event Settings in Remo Conference (find the event on your My Events Page, and select the pencil icon in the upper right corner of the event card)
24. Select the 'Invitations' tab, and then 'Guests', and you should be able to see the email of guest that was just added
25. If everything looks good to you, you can now click the 'Publish' button in your Zapier page to officially start sending all guests that register on your third-party application straight into your Remo event's guest list!
Please note, there may be a slight delay between the time a guest registers on your third-party application, and when that registration shows up in your Remo Event
Make sure you send your guests an invitation email with the link to your Remo Event!