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Zap Ideas for Event Automation

Ready-to-build workflows for marketing, CRM, team alerts and reporting.

These Zaps show common ways to automate your event with Diobox and Zapier. Each one shows what starts the Zap and what it does, so you can see at a glance whether it fits your workflow.

  • Step-by-step guide – a full walkthrough of this exact Zap.

  • Based on – the article that covers the trigger or action this Zap uses. Follow its steps and swap in the app shown.

Every example works with other apps too. For example, replace Slack with Microsoft Teams, or Mailchimp with Klaviyo.

Before you begin, create an API key in your event. See Managing Zapier API Keys.


Marketing

Add new guests to your email list

  • When a guest is added to your event (Diobox · New Guest)

  • Only if the guest has not unsubscribed (Filter by Zapier · Unsubscribed is false)

  • Then add them to a Mailchimp audience (Mailchimp · Add/Update Subscriber)

Step-by-step guide: Guest Triggers

Tag attendees for post-event follow-up

  • When a guest checks in (Diobox · New Guest Check-In)

  • Then add an "Attended" tag to the subscriber (Mailchimp · Add/Update Subscriber)

Send a thank-you or recap email only to guests who attended.


CRM and Sales

Create CRM contacts from registrations

  • When an event form is submitted (Diobox · New Form Submission)

  • Then create or update the contact, with form answers mapped to contact properties (HubSpot · Create or Update Contact)

Sync Confirmation Status to your CRM

  • When a guest's Confirmation Status changes (Diobox · Updated Guest Confirmation Status)

  • Then find the matching contact by email (Salesforce · Find Record)

  • And update their status field (Salesforce · Update Record)

Based on: Guest Triggers

Mark attendees in your CRM

  • When a guest checks in (Diobox · New Guest Check-In)

  • Then update the contact as attended (HubSpot · Create or Update Contact)


Team Notifications

Post guest check-ins to Slack

  • When a guest checks in (Diobox · New Guest Check-In)

  • Then post a message to a Slack channel (Slack · Send Channel Message)

Step-by-step guide: New Guest Check-In Trigger

Post new registrations to Slack

  • When your Registration form is submitted (Diobox · New Form Submission · New Submissions Only)

  • Then post the guest's name, company and answers to a Slack channel (Slack · Send Channel Message)

Alert a host when a VIP arrives

  • When a guest checks in (Diobox · New Guest Check-In)

  • Only if the guest is on your VIP criteria (Filter by Zapier · Company or Title matches)

  • Then email or text the host (Gmail · Send Email or SMS by Zapier · Send SMS)

Notify your team when a guest declines

  • When a guest's Confirmation Status changes (Diobox · Updated Guest Confirmation Status)

  • Only if the new status is Declined (Filter by Zapier · RSVP Status is declined)

  • Then post a message to a Slack channel (Slack · Send Channel Message)

Based on: Guest Triggers


Reporting

Log form submissions in Google Sheets

  • When an event form is submitted (Diobox · New Form Submission)

  • Then add a row with the guest's details and each answer in its own column (Google Sheets · Create Spreadsheet Row)

Step-by-step guide: New Form Submission Trigger

Track session attendance in Google Sheets

  • When a guest checks in (Diobox · New Guest Check-In)

  • Then add a row with Check-In Session and Check-In Time (Google Sheets · Create Spreadsheet Row)

Sort or filter the sheet by session to see who attended each one.


Adding Guests from Other Apps

Add guests from a Google Sheet

  • When a row is added to a spreadsheet (Google Sheets · New Spreadsheet Row)

  • Then add the guest to your event, unless they already exist (Diobox · Find or Create Guest)

Step-by-step guide: Guest Actions and Searches

Add contacts from a CRM list

  • When a contact is added to a list (HubSpot · New Contact in List)

  • Then add them to your event, unless they already exist (Diobox · Find or Create Guest)

Add respondents from a form tool

  • When someone submits a form (Typeform · New Entry)

  • Then add them to your event, unless they already exist (Diobox · Find or Create Guest)

Confirm waitlisted guests when approved

  • When a record is approved in another app (Airtable · New or Updated Record)

  • Then find the guest by email (Diobox · Find Guest)

  • And change their status to Confirmed (Diobox · Update Guest)


Find More Ideas

Diobox works with thousands of apps on Zapier. To see what else you can connect, browse Diobox integrations on Zapier.

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