In this brief guide we’ll walk you through the most important things regarding our Zapier integration. We’re very excited because it allows you to automate your business processes and become a true power user.
Zapier members (free plan available) can create automations between different apps by using Triggers and Actions. Zaps are automations created using one Trigger and one Action. You can use Zaps to connect any two Zapier-supported apps to each other.
If it’s your first time using Zapier, we recommend you read their quick start guide.
Available Triggers & Actions
For our Tiny Reminder integration, two triggers are available: New Recipient and New Response (both for a certain request). You’ll be able to trigger actions in any other app when these events happen.
For actions, you’ll be able to Create Recipient for a certain request.
Zap Ideas for You
Here’s a number of ideas for you to use:
- Create Tiny Reminder recipients from new Google Sheets spreadsheet rows (allows bulk-adding recipients for big events, etc)
- Post a notification to Slack when a new Tiny Reminder response is received
- Send due dates from Tiny Reminder to Google Calendar when a recipient is added
- Move Tiny Reminder recipients to another request when a response is received
- Add Tiny Reminder recipients to a MailChimp list when a response is received
- Add new MailChimp subscribers as recipients to Tiny Reminder
- Add new Shopify customers as recipients to Tiny Reminder
- Add new Gumroad customers as recipients to Tiny Reminder
- Add new Stripe customers as recipients to Tiny Reminder
- Create Google Contacts from new Tiny Reminder recipients
- Add new Pipedrive people as recipients to Tiny Reminder
Later they’ll be available as templates. For your reference, here’s a full directory of 750+ apps that support Zapier.
Setting the Due Date
When you create a new recipient using Zapier, you’ll need to set a due date. Here we’ll show you how to do this using a simple formula. Zapier allows you to use a timestamp when your Zap runs (approximately the same time as your trigger occurs). The placeholder for this is:
You can modify this placeholder with adjustments in days or hours:
Something like 3 or 5 days would probably make the most sense — so that your client has time to fill in your request. Just type this formula into the “Due On” field in your Zap. Important: you need a space between the placeholder and the adjustment, or it will not work.
Human-readable dates like tomorrow or next friday are also recognized.
More details here: Modifying Dates & Times
Ethical Side of Things
Zapier automation is very powerful, and we hope you won’t abuse this power. For example, Tiny Reminder is not the best tool to run surveys — because surveys are optional by nature. Please only send reminders to people who have a mutual interest in collaborating with you.
Want to Try It Out?
The integration is currently in private beta. If you’d like to test it, please create your accounts in Tiny Reminder and Zapier (if you haven’t yet), and email us at email@example.com. We’ll send you a personal invite via Zapier, and you’ll be able to create your own Zaps after accepting it.