Use Zapier to connect Recess with thousands of other apps—like Google Sheets, Slack, or Mailchimp—without writing any code. This guide walks you through the steps.
🛠 Step 1: Generate Your Recess API Credentials
Log into your Recess dashboard.
Navigate to Tools > APIs
Scroll to the Zapier Integration section.
Copy your Organization ID.
Click Generate API Key. Your API key will appear below the button.
Save both your Organization ID and your new Zapier API Key—you'll need them in Zapier shortly.
⚡ Step 2: Create Your Zap in Zapier
Go to zapier.com and log in or create a free account.
Click Create > Zaps from your dashboard.
Choose Recess as your Trigger App.
When prompted, connect your Recess account:
Paste your Organization ID and Zapier API Key
Click Yes, Continue
Choose a Trigger Event (e.g., “New Appointment,” “New Client Signup”)
Ensure the data you are looking to map is available in the Zap
🎯 Step 3: Set Up Your Action Step
Choose an Action App (e.g., Google Sheets, Slack, Mailchimp, etc).
Select the Action Event (e.g., “Create Spreadsheet Row,” “Send Email”).
Connect your action app account.
Customize the action step by mapping fields from Recess to your action app.
Click Continue, then Test Action to send data to your destination app.
✅ Final Step: Turn On Your Zap
Once your test is successful, click Publish to activate the automation.
💡 Tips for a Smooth Setup
Use test data in Recess that's easy to recognize (e.g., fictional names like “Clark Kent”).
You can edit or delete test data in your destination app after testing.
Browse Zapier Templates to discover other automations.
Need Help?
If you run into any issues, reach out to Recess Support or explore Zapier’s Getting Started Guide.