Instruction
Difficulty level:
Implementing the Zapier connection: test and production checklist
Practical implementation guide for the Zapier connection, with a checklist for test and production. The full explanation is in Setting up the Zapier connection.
Checklist — test environment
- ☐ OAuth client created in i-Reserve (client ID + secret noted).
- ☐ Connection user created with the correct, limited rights.
- ☐ New Zap created and connection established (Endpoint without https/path, Client ID + Secret).
- ☐ Permission granted via the green “Allow” button.
- ☐ Trigger and actions configured, fields mapped.
- ☐ Zap tested end-to-end with a real event.
Checklist — production environment
- ☐ Separate OAuth client and connection user in the production environment.
- ☐ Endpoint changed to the production domain.
- ☐ Connection user's rights verified (least privilege).
- ☐ Zap set live and monitored for errors.
