As an organization grows, it becomes increasing difficult to keep track of everyone’s schedule. In most cases, access to a centralized calendar with each member’s individual availability can be a tremendous benefit.
The Google Calendar integration in Array makes it easy to add events to a team’s schedule regardless of its size. Whether you’re trying to bring order to a large sales team, book a meeting with your boss, or reserve a conference room at the office, the Google Calendar integration is a great place to start.
In this article, we'll be showing you how to:
If you would like to get started using Zapier, click the link here to locate to Array/Zapier setup.
You will need to ensure you have a Zapier account set up. Visit Zapier's login page to set up your account
If you have an existing account then login with your details.
Once you have created an account the integration is set up and you can begin to set up your Zaps in Zapier.
First, start by signing into your Zapier account.
Either navigate to the admin dashboard of your account on the left hand side menu and click on 'Zaps'
Or select the large 'Make a Zap' button to begin.
You will be taken to a page where it will show you all applications you have linked to your account.
This is where we begin. Zapier will walk you through each step so you can set up your zaps correctly.
If Array is not linked to your Zapier account begin by searching for Array and adding your account. This is what Zapier call a 'Trigger App' to start the process.
You are then directed to choose a trigger that will cause your new Zap to happen. This could be when a form is submitted or if you want the process to occur after administration of your submission, you may want to start the Zap when a form is updated.
For this example, we have selected 'New Form Entry'
Now you will need to sign in to your Array account by clicking on 'Sign in to Array'
A pop up window will appear to put your log in details in.
Now select the form that you would like the action to happen upon. You can either search for the form or look at the drop-down that is produced.
If your form is not shown, select the 'Load More' button to load more.
If this does not work, you can use the advanced feature to locate your form with the Unique ID produced at the end of the form URL. To understand this more follow the doc here.
You need to ensure at least one submission of the form has been completed on Array for Zapier to pick up and test the form itself.
Once this has been successful you will move onto the application you want to connect with in exactly the same manner, expect you will be choosing what you want to happen to that submission/data on that form. This is called the 'Action'.
Firstly, Select your Action Application. If you have not already linked any to your account this is where you will be asked to do so. You will be provided with a long list of apps to choose from as well as built-in software you may already use. Either search for the application in the search bar or scroll the page to see what apps are available.
In this example, I shall choose Trello.
Next stages you are asked what you want the action to be. You will see on Trello you have a few options but this could range from anything to set up a calendar event with the specific date on the form to sending specific data on the form to Asana or another CRM. There are hundreds of actions and depending on the app/software will depend on the Zaps that can be performed.
Here for Trello I have the option to Create a new List/Board/Card and more or search for Find Board/Find Member/Find Card and more. Depending on your action will depend which one you choose. each has a description so can be understood easily.
Once you have chosen your action to perform you will be asked to link your account so Zapier has access to send the data to. This will run a quick test to ensure it has access and you can continue.
Once linked you will be asked to select what/where you want that data to go. There will be a number of options here and some will be mandatory and others will not depend if you want that information to be passed over. Each Zap will have its own criteria here.
You will then again be asked to confirm the steps in tis action and complete a test which will send a test to your desired location just like it was an action.
Once completed, Click finish, Ensure your Zap has a name and you will be all good to go. Just sit back, relax and watch the magic happen with all those submissions!
Once you have a few Zaps in place its time to start submitting forms and watching the magic happen. Zapier not only frees up valuable time you need for other tasks but it takes the worry of mundane tasks away so you can focus more on what does need to be completed.
Google Calendar is a member of Google’s suite of productivity apps specifically focused on time management and collaborative scheduling. Members of the same organization are able to view each other’s schedule, making it easy to find times of mutual availability.
All Google accounts have a corresponding Google Calendar account. To signup with Google, click here.
Once you’ve created an account with Google, you’re able to connect it with Array. First, visit our Array Market and search for the Google Calendar integration. (You’ll be able to peruse our other integrations here as well.) The Market can be found through the “Installed Apps” panel found in the navigation bar at the top of your account.
Alternatively, you can go straight to the Google Calendar integration page by following this link.
Next you’ll need to activate the integration, which you can do by clicking the “Install” button.
A popup screen asking for permission to manage your Google Calendar account will appear. Click “Allow.”
You’ll now see your Google account listed as being attached to Array. To connect another account, click the “Add Google Calendar account” button.
To disconnect your Google account from Array, click the X to the right of the account email. Be aware that any forms with fields that use the Google Calendar integration will stop working properly.
To set up a form so that it can add events to your Google Calendar, start by navigating to the Form Builder tool. Head to the “Date / Time” tab and drop either the “Date and Time” or “Date” fields onto your form.
Next, hover over the field and click on the white Google Calendar button that will appear in the top right corner.
This will launch the “Calendar Settings” menu. Click on the Google Calendar option.
You’ll then see all of the calendars that the connected account has access to. Click on the circle button on the right side to link the desired calendar with the form, then click “Link.” You can link multiple calendars to a single Array form.
Every time a responder submits a form complete with a date, a new event will be added to the specified Google Calendars.
For your reference, you’ll find a link to the completed form response in the details section of the event.