Remove the manual step of adding employee data to your directory by adding it as a trigger in your journey.
Below is a step-by-step guide on how to setup this up using triggers and Zapier.
If you haven't connected your account to Typelane, please refer to this guide.
Add employee information to spreadsheet or directory
1. Create a trigger in your journey
Open the journey you'd like to add the trigger to and click New Step > Create trigger.
All triggers need a unique name to help Zapier distinguish it from the others.
Configure the Triggered on time you want the trigger to be sent to Zapier. This works exactly like setting the send time for a message where you select days before/after the first or last day.
Triggers are paused when created so you need to Set it live in order for the data to be sent to Zapier.
2. Create your Zap
Now that we have our trigger set up in our journey we need to head over to your Zapier dashboard to create a Zap.
3. Select your trigger
Zaps work by having a trigger and an action. Search for Typelane and select it as the triggering app.
Click continue and select your Typelane account.
Proceed to select the triggers you've created in your journey.
You'll be asked to test your trigger. This will fetch some test data from Typelane.
Click continue to set up your action.
3. Select an action
Zapier has many options for spreadsheets, directories and databases. For this example I've chosen Airtable to send the employee information to.
Select your app and "Create Record" as the action event.
Select the table to get the columns that need to be populated. You can use the data returned by Typelane to connect the right information to the right column. This works similar to how our template tag works in the message editor.
When the column fields are populate you can test out your zap and send test data to your directory.
The test data will now appear in your directory.
You're all set and the next time you schedule the journey, the employee information will be sent to your directory.