Connect RepCard to Schedule by Zapier and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate RepCard with Schedule by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from RepCard

A trigger is an event that starts your Zap and runs the workflow. For example, with RepCard, a trigger could be "Appointment Outcome."

A trigger is the event that kicks off your automated workflow.

Setup an action from Schedule by Zapier

An action is what takes place after the automation is triggered.

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected RepCard to Schedule by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect RepCard and Schedule by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect RepCard and Schedule by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Trigger when any appointment is changed to the status(s) below:
  Required
Trigger
Instant
Try It
New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
Try It
- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
Try It
- Trigger when any user registered to the Event below
  Required
- First Name
- Last Name
- Ticket Number
  Required
- Email
- Phone Number
- Company Name
- Ticket Type
  Required
Action
Write
- First Name
  Required
- Last Name
- Type
- Contact Owner
- Email
- Phone Country Code
- Phone Number
- Status
- Company Name
- Appointment Title
- Address
- State
- City
- Zip Code
- Latitude
- Longitude
- Notes
Action
Write

- First Name
  Required
- Last Name
- User Email
  Required
- Phone Country Code
- Phone Number
- Role
  Required
- Job Title
  Required
- office Id
- Team
Action
Write
- Contact
  Required
- First Name
  Required
- Last Name
- Type
- Email
- Phone Country Code
- Phone Number
- Company Name
- Appointment Title
- Status
- Notes
- Address
- State
- City
- Zip Code
Action
Write

- Time of Day
  Required
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Month
  Required
- Time of Day
  Required
Trigger
Instant
Try It

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
Try It
- Trigger when any user registered to the Event below
  Required
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Appointment Title
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- Calendar
  Required
- Setter
  Required
- Closer
- Appointment Start Time
  Required
- Appointment End Time
  Required
Action
Write
- Trigger when any user registered to the Event below
  Required
- Ticket Type
  Required
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Job Title
  Required
- Company Name
Action
Write
- Send To Existing Contact
  Required
- Send Via SMS
  Required
- Send Via Email
  Required
- Who's RepCard do you want to send?
  Required
- Type
- First Name
  Required
- Last Name
- Phone Country Code
- Phone Number
- Email
- Initial Message
  Required
- Choose Contact
- Include Social Media Links
  Required
- Choose text campaign
Action
Write
- Frequency Type
  Required
- Interval
- Start Date
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Week
  Required
- Time of Day
  Required
Trigger
Instant
Try It

Automate Schedule by Zapier: get inspired on the Zapier blog

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn more Help

Related categories

Sales & CRM

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Help

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