Setting up a OTBL inside of Zapier allows you to provide single use links to your customers at scale. This can be used for on-boarding calls, sales calls, anything you need. Each link will be valid for up to 180 days.
This is available to anyone with access to YCBM's API and that has a Pro Zapier account. Only account owners will have access to the API key, Administrators currently do not.
How To
- Get your Account ID and API key from your YCBM Account.
- Copy both your Account ID and your API Key.
- Head over to your Zapier account and build a new Zap.
- Setup your Zap with any Trigger.
- Creating an Action you will choose Webhooks (Pro)
- Choose POST as your event and click Continue
- Under the URL put in this:
https://api.youcanbook.me/v1/profiles/{profileId}/intents
For your profileId you can get that from the URL when editing your page: - Under Basic Authorization add your accoutId|APIKey (copied from Step 1) and click Continue
- When you test if everything is successful you will get back an Intent Id:
-
To use this within later Actions you can build a URL like so:
https://book.youcanbook.me?i={intentId}
You will need to link the Intend Id returned in the webhook step
- Finish up your Zap with additional actions and save and test.
FAQs
-
I am getting an error
- Errors can vary. If you are getting a 400 error the URL you are targeting could be wrong, a 403 could be forbidden so your authentication (Account Id and API Key) may not be correct.
-
How many of these can I create?
- You can build out as many OTBL as you need.
-
Will this be a trigger in Zapier in the future?
- Potentially. We are exploring this as a future update.
Additional Resources
Zapier article about working with webhooks
Errors within webhooks
For further questions, contact our team at support@youcanbook.me.
Access your YCBM Dashboard
Comments
0 comments
Please sign in to leave a comment.