How to Send Invitations Automatically in the Calendar (Google, Outlook, etc.) with Zapier Integration
Learn how to send a calendar invite using Zapier in conjunction with ** Contele Field Team Manager ** to send the invite whenever a visit is scheduled. # Introduction to Zapier - basic steps ** If you have not yet connected Contele to Zapier, go to ** [How to find Contele in Zapier, generate Contele token, and connect Contele in Zapier](https://contelege.crisp.help/en-us /article/ how -to-find-the-team-manager-on-zapier-generate-token-and-connect-to-account-g7sifc /? 1583948099466) If you've done the steps above, let's go! Below is a ** full video ** and ** a short walkthrough video ** if you already have Zapier skills and want to cut to the chase! ${youtube}[Automatic Creation of Invitations (Activate subtitles)](Xj23TDSDjUE) The ** trigger ** you should use is **New Visit**. ![](https://storage.crisp.chat/users/helpdesk/website/82a22c41a789f800/image_94ei2r.png) Add the Zapier filter and make the filters you think are necessary. In the example, I filter if there is ** email address in the Location contact ** and if there is ** schedule ** in the Contele Field Team Manager so that the invitation is sent correctly. If you don't pass these **Zapier** filters, the invitation will not be sent to the customer. ![](https://storage.crisp.chat/users/helpdesk/website/82a22c41a789f800/image_2drial.png) To validate if you have a scheduled time, follow the fields: ** POI contact e-mail> (Text) Contais> @ ** ** Schedule Date / Time> (Text) Does not contain> 03:00: 0.000Z ** Add Google Calendar or another calendar of your choice and associate the fields we send to Zapier, which will send the calendar invitation. In the image, I highlight some relevant fields: ![](https://storage.crisp.chat/users/helpdesk/website/82a22c41a789f800/image_1g0ye8r.png) This is the final result of the example created above. ![](https://storage.crisp.chat/users/helpdesk/website/82a22c41a789f800/image_1u0z45d.png) Did this content resolve your question or help you? Vote below and, if you didn't find what you were looking for, send a message in the chat beside.