Getting Started with Zapier Integration

1

Create a Zapier Account

Sign up at zapier.com.

2

Find the Managewise App on Zapier

Search for Managewise in the Zapier App Directory.

3

Choose a Trigger and Action

• Select an external app (e.g., Google Sheets, Microsoft Outlook, Slack) and configure a Trigger.

• Set up an Action in Managewise (e.g., create a task, log attendance, sync meetings).

4

Test the Integration

Run a test to ensure the automation works correctly.

5

Enable the Zap

Once tested, activate the Zap and let Zapier handle the workflow automation