Prerequisites

Before you begin using the Dime.Scheduler Zapier connector, ensure you have met the following requirements.

Required

1. Zapier Account

You need an active Zapier account to use the connector - sign up here.

2. Dime.Scheduler Subscription

An active Dime.Scheduler instance (production or sandbox) is required to use the connector.

3. API Key

You need a valid Dime.Scheduler API key to authenticate the Zapier connector:

1. Log in to your Dime.Scheduler instance
2. Navigate to Administration → API Keys (production / sandbox)
3. Click Create New API Key
4. Give it a descriptive name (e.g., "Zapier Integration")
5. Copy the API key and store it securely

Security best practice

Treat your API key like a password. Never share it publicly or commit it to version control. If compromised, regenerate it immediately.

For more information: See the API Keys documentation

Recommended

4. Understanding of the data model

For optimal integration results, you should understand Dime.Scheduler's architecture and data model. This knowledge helps you map fields correctly between systems.

Learn more:

• Glossary - Core terminology and concepts
• How it works - System architecture overview

5. Test Environment

We strongly recommend having a test or sandbox environment:

• Sandbox Instance: For testing integrations without affecting production data
• Test Zapier Account: Or use Zapier's built-in testing features
• Sample Data: Representative data to test with

Best Practice

Always build and test Zaps in a sandbox environment before deploying to production. This prevents accidental data corruption or duplication.

Optional

6. Intermediate Apps

Depending on your workflow requirements, consider integrating with one of the 8,000+ apps available in the Zapier ecosystem. Common additions include spreadsheet tools for lookup tables, communication apps for notifications, or additional business systems to create comprehensive automation workflows.

7. Technical Knowledge

While not strictly required, the following knowledge is helpful:

• Basic API concepts: Understanding REST APIs, HTTP methods, JSON
• Data formats: ISO 8601 dates, data types (string, integer, boolean)
• Zapier concepts: Triggers, actions, filters, paths
• Your business processes: How work flows through your organization