CaptainBook.io

Step 1 | Sign up for Zapier If you don't have a Zapier account, sign up for free here and create your account.

Step 2 | Connect your CaptainBook account to Zapier 1. Navigate to "My Apps" from the top menu bar. 2. Now click on "+Add connection" and search for "CaptainBook". 3. Click "Connect"

4. Use your credentials to connect your CaptainBook account to Zapier and click "Yes, Continue".

How to find your Zapier credentials in CaptainBook (video)

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Connect CaptainBook with other apps using Zapier

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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