Select Airtable

Select Event (New or Updated Record)

Connect Airtable Account

Fill out trigger data

Test (if successful publish zap)

Select WooSender

Select Create Contact *Event

Connect WooSender account

Fill out the data required. (Leave it blank for assignee if Round Robin is on)

Test (if successful) publish Zap

Select create contact action

Select and fill out the data (contact name, email, phone number)

Test action (if successful publish zap)

Select Send Appointment to WooSender

Fill out the required data

Make sure to add either phone or email so WooSender can find the contact and update the contact

Test action (if successful publish zap)

Select Add/Move Opportunity to Pipeline/Stage Action

Fill out the required data

Make sure to add either phone or email so WooSender can find the contact and update the contact

Test action (if successful publish zap)

Select Create Record in Airtable

Make sure the Title, StartTime, and endTime columns are created in Airtable

Insert data into Title, StartTime, and endTime columns in Zapier

Test Action (if successful publish zap)

Select Create Contact in WooSender

Fill out the required actions

Fill out the Tag action, and select the Tag you want to attach to the contact

Test Action (if successful publish zap)

Find and click on "WooSender" in the App & Event section

Choose the trigger for pushing data into Airtable

Select your WooSender account to connect

Click "Test trigger" and then "Continue"

Look for Airtable and click on the most recent version in the App

Set up the action trigger fields

Click on "Test action"

Go to your Airtable account and verify if the test contact has been added

If the test contact has been successfully added to Airtable, publish your Zap

Select Create Record Airtable

Create Status and Stage columns inside of Airtable

Select Status or Stage and input data inside Zapier

Select the particular stage or pipeline to which you want to populate inside of Airtable

Go to your Airtable account and verify if the stage info has been added

If the test info has been successfully added to Airtable, publish your Zap

Make sure the tag column is created inside of Airtable

Select tag action

Insert tag data

Test Action (if successful, publish zap)

Make sure the tag column is created inside of Airtable

Select tag action

Insert tag delete data

Test Action (if successful, publish zap)

Select Create Record in Airtable

Make sure the Title, StartTime, and EndTime columns are created in Airtable

Insert data into Title, StartTime, and EndTime columns in Zapier

Test Action (if successful publish zap)

Select Create Record in Airtable

Insert data into required actions (Base, Table, Firstname, Lastname, email, stages)

Test Action (if successful publish zap)