About Zapier

From the Zapier website:
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Website: zapier.com

Note: Zapier integration is available with paid subscriptions only.

About this Integration

Here's how it works: Zapier watches your apps for new data, and kicks off actions based on the rules that you set. For example, when you use Zapier with Lucid Meetings, you will be able to:

  • Copy newly scheduled meetings to your calendars
    Automatically create events in Office 365, Google Calendar, Salesforce and more when a new meeting is scheduled in Lucid.
  • Get Slack or Hipchat alerts for your meetings
    Post messages to your team chat application when meetings start, and when meeting records get published.
  • Copy meeting records to your system of record
    Create Google Docs or add files to Dropbox, box, OneDrive, and more when your meeting ends.
  • Create new tasks for your Lucid action items
    Assign GitHub issues, add Trello cards, assign Wrike or Asana tasks and more when a new action item is added in Lucid.
  • Schedule Lucid meetings from your calendar
    Automatically schedule Lucid meetings when new events are added to your Google Calendar or project management system.
  • Create new Lucid action items from your project task list
    Create action items for review in Lucid Meetings when a new task is added in Teamwork, Smartsheet, and more.

Create a Personal API Token

To create your personal Zapier API token:

If you have not done so already, you will need to sign up for a Zapier account to use this integration and your organization administrator must enable Zapier integration.

  1. Click on your 'Account' link in the top navigation
  2. Click the 'Authorize applications' button
  3. Click the 'Create token' button in the Zapier integration box
  4. Click the 'Save token' button to create your token
  5. Click the 'Show API Token' link to view and copy your API token
  6. Sign in to zapier.com and click the Make a Zap button on your Zapier dashboard

To enable the Zapier integration for your organization: (for administrators)

If you have not done so already, you will need to sign up for a Zapier account to use this integration.

  1. Click on the organization name to go to the Organization home page.
  2. Click the Settings tab and the 'Add a new integration' link.
  3. Click the Add button for the Zapier integration.

    Screenshot: the button to enable the Zapier integration with Lucid

  4. Click 'Enable' to see your Zapier API key.
  5. Copy the API key to your clipboard.
  6. Sign in to zapier.com and click the Make a Zap button on your Zapier dashboard.


Connect Your Lucid Meetings Account to Zapier

  1. Use the search to find and select Lucid in the list of apps.
  2.  
    Screenshot: searching to find Lucid Meetings in the Zapier app directory

  3. After you select the trigger or action you want to use, click to connect your Lucid account.
  4. Enter your Lucid site's subdomain and the API key you copied from Lucid. 
    Screenshot: enter your subdomain and API key here
    • Subdomain: when you log in to Lucid Meetings, this will be the part of the URL that comes before .lucidmeetings.com. For Business Flex subscribers, you can use the default of 'meet'.
    • API Key: The API key is a randomly generated series of letters and numbers that lets applications using it access and change your Lucid meetings information on your behalf.

How to Use Lucid Meetings with Zapier

One you've connected Zapier to your Lucid Meetings account, you can make new Zaps that automatically connect your Lucid Meetings information to the rest of your apps.

The easiest way to get started with Zapier is to use one of our pre-configured integration "Zaps." Once you have your API token, simply go to our Zapier integration gallery, find the Zap you want, and click the "Use this Zap" button. We've done the detailed work, so all you need to do is connect the dots.

Help and Support

Please create a new ticket on our support site with your questions, feedback and comments.

We are continually working to create example Zaps that make it easy to set up the most common integrations, and to make sure everything works beautifully. We'd love to hear your feedback and questions, and we're happy to help if you want to set up a new Zap but aren't sure the best way to go about it.

So far we've tried the following combinations, and we've definitely learned some tricks through that process.

When a New Meeting is Scheduled...

  • Create Google Calendar events from new meetings scheduled in Lucid
  • Create Office 365 events from new meetings scheduled in Lucid
  • Post new meetings scheduled in Lucid to Slack

When New Meeting Records Get Published

  • Post new Lucid meeting records to Slack
  • Save new Lucid meeting records (text file) to Google Docs
  • Save new Lucid meeting records (Word file) to Google Docs
  • Create Evernote notes from new Lucid meeting records
  • Save new Lucid meeting records as PDF files in Dropbox
  • Save new Lucid meeting records as Word files in Dropbox
  • Save new Lucid meeting records as Word files in OneDrive

When New Action Items Are Added

  • Create Trello cards from new Lucid action items
  • Create Wrike tasks for new Lucid action items
  • Create GitHub issues from new Lucid action items
  • Create Smartsheet rows for new Lucid action items
  • Create Teamwork tasks for new Lucid action items
  • Create Asana Tasks from new Lucid action items

When a Meeting Starts

  • Post to Slack when a meeting starts in Lucid
  • Get an SMS alerts when a meeting starts in Lucid

When things happen in other systems...

  • Schedule meetings in Lucid from new Google Calendar events
  • Schedule meetings in Lucid from new Office 365 events
  • Schedule Project Kickoff meetings in Lucid when new Teamwork projects are added. Fancy, eh!
  • Create Lucid action items from new Trello cards
  • Create Lucid action items for new Wrike tasks
  • Create Lucid action items from new GitHub issues
  • Create Lucid action items from new Teamwork tasks
  • Create Lucid action items from new Asana Tasks