Is your firm using GReminders to automate appointment scheduling and reminders, but you’re finding it challenging to integrate it with other tools in your tech stack? If you’ve been searching Zapier for a direct connection to GReminders, you probably noticed: GReminders doesn’t offer a native Zapier integration yet. But don’t worry! You can still connect GReminders with Zapier by using webhooks—a powerful and flexible way to bridge the gap between tools.
This guide will walk you through the steps to create this connection and keep your workflows smooth, automated, and error-free.
What is a Webhook?
A webhook is a way for one app to send real-time data to another whenever an event occurs. With webhooks, GReminders can push data (like new appointments or reminders) directly to Zapier, triggering Zaps (automated workflows) to move information to other tools such as your CRM or email automation platform.
Step 1: Set Up Your Zap in Zapier
👉 1. Log in to Zapier and click "Create", then click on "Zaps" from the dropdown that appears.
👉 2. Select Webhooks by Zapier as the Trigger App.
👉 3. Choose the Trigger Event:
Select “Catch Hook” if you want to receive data whenever an event is triggered by GReminders, then click continue.
👉 4. Be sure to leave the "Pick off a Child Key" blank, then hit continue
👉 5. Copy the Webhook URL. that Zapier generates for you, which you’ll need to paste into GReminders.
Step 2: Configure the Webhook in GReminders
👉 1. Log in to your GReminders account.
👉 2. Go to Org Settings > Integrations > Zapier
👉 3. Scroll to the bottom of this page until you see Zapier and click "Setup"
👉 4. Click on the "Setup Webhooks" button in the center of the screen.
👉 5. Click on the "New Webhook" button.
👉 6. Now give the Webhook a name, paste the Webhook URL from Step 5 in the "Set Up Your Zap in Zapier" part of this article, Select "For GReminders Events Only: in the dropdown, then check the "Zapier Friendly" box. Then, toggle the Webhook to "active", Finally, click "Save".
Testing the Webhook Connection
After setting up everything in Zapier and GReminders, you’ll want to test the webhook to ensure it’s working. But here’s an important thing to note:
When you first click “Test Trigger” in Zapier, you might notice that no information shows up. Don’t panic—this happens because the webhook was just created and only works for future events.
Why Isn’t It Showing Data?
Since the webhook has just been created, it’s not retroactively triggered by past data. It will only start working from this moment forward, capturing new events like upcoming appointments or reminders scheduled in GReminders.
How to Properly Test the Webhook
To confirm that everything is set up correctly:
👉 1. Create a test appointment in GReminders—pick any time and date. Here is a test event that we scheduled to testing purposes:
👉 2. Now, go back to Zapier and click “Test Trigger” again.
👉 3. Voila! This time, you’ll see the test appointment data appear in Zapier.
It Works!
The webhook is now live and ready to capture all future events scheduled through GReminders. Each time an appointment is made, rescheduled, or canceled, the webhook will push the data to Zapier, ensuring your automations run smoothly. This test confirms the setup, giving you the confidence that your automations will perform as expected in real-time.
Conclusion
Although GReminders does not have a direct integration with Zapier, using webhooks allows RIAs to unlock powerful automations that streamline scheduling, follow-ups, and service delivery. By automating these processes, your firm can reduce human error, enhance client communication, and maintain high service standards without overloading your team.
If you need help setting up the integration or customizing workflows for your firm, reach out to us. We specialize in helping RIAs integrate GReminders with CRMs like Wealthbox and Redtail, ensuring your service model runs smoothly with minimal manual effort.
Ready to Automate Your Firm’s Service Model?
At Advisor Tech Partners, we are proud to be official partners of GReminders, helping RIAs integrate GReminders seamlessly with Wealthbox or Redtail CRM. Correctly setting up GReminders to align with your processes takes thoughtful planning and a deep understanding of how you want your RIA to run.
When done right, this integration saves hundreds of hours per quarter by automating scheduling, reminders, and follow-ups—keeping your team focused on clients, not tasks.
Additionally, it ensures good data flows into your CRM, giving you the insights you need to make informed decisions that drive your RIA forward. The time you invest in optimizing this system will pay off with smooth operations, happier clients, and a more efficient team.