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| To check the calls made to your voice bot please use Reports//Voice bookings section. | | To check the calls made to your voice bot please use Reports//Voice bookings section. |
| [[File:Ibob reports overview.png | center]] | | [[File:Ibob reports overview.png | center]] |
| + | <br><br> |
| + | =Zapier Connector= |
| + | [[File:Zapier icon.png | left]] |
| + | Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”. |
| + | [https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions. |
| + | |
| + | |
| + | |
| + | |
| + | <div style="background-color:#ffe9e9; padding:5px; border-radius:5px;"> |
| + | '''Please note!''' |
| + | * Available data depends on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | custom features]]</span> enabled; |
| + | * It doesn't work if 2-step authentication is enabled (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HIPAA |HIPAA]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Google_Authenticator | Google Authenticator]]</span>); |
| + | * New client trigger doesn't work with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Import_Clients |Import clients]]</span> feature, but works correctly if 1 client is added manually in admin interface; |
| + | * Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking; |
| + | * Comment change doesn't launch any trigger; |
| + | * To be able to use Booking change/Booking cancellation triggers in order to change existing records you need to use Premium Zapier account, as Search step is needed to find the record in action app; |
| + | * If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed); |
| + | * Invoice data is not sent; |
| + | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#SOAP |SOAP]]</span> data is not sent; |
| + | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added; |
| + | * It doesn't work correctly if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved. |
| + | </div> |
| + | |
| + | <br><br> |
| + | '''4 triggers''' are now available with [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ invitation version]:<br> |
| + | • ''New booking'' - launches when new booking is created in SimplyBook.me account;<br> |
| + | • ''Booking change'' - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br> |
| + | • ''Booking cancellation'' - launches upon booking cancellation;<br> |
| + | • ''New client'' - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface. |
| + | |
| + | <br><br> |
| + | |
| + | ;'''Available data:''' |
| + | <span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br> |
| + | <span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>: |
| + | *Company (login, name, email, phone), |
| + | *Service (name, description, duration, buffer time), |
| + | *Provider (name, description, email, phone), |
| + | *Client information (name, email, phone, address, timezone), |
| + | *Booking code (if booking is confirmed, start/end date/time). |
| + | <br><br> |
| + | <span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>: |
| + | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency); |
| + | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color); |
| + | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled); |
| + | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description); |
| + | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description); |
| + | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price); |
| + | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers). |
| + | <br><br> |
| + | <span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>: |
| + | * Client ID; |
| + | * Client name; |
| + | * Client email; |
| + | * Client phone; |
| + | * Client address; |
| + | * If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled); |
| + | * Client registration date. |
| + | |
| + | <br><br> |
| + | ;How to use: |
| + | :1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page. |
| + | [[File:Zapir connector enable path.png | center]] |
| + | <br><br> |
| + | :2. Accept invitation for the new version [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ here] |
| + | [[File:Accept invitation.png | center]] |
| + | <br><br> |
| + | :3. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button. |
| + | [[File:Make a zap button.png | center]] |
| + | <br><br> |
| + | :4. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">version 1.0.8 marked with “by invite”</span> label. |
| + | [[File:Select simplybook version.png | center]] |
| + | <br><br> |
| + | :5. Select the desirable trigger. |
| + | [[File:Select trigger.png | center]] |
| + | <br><br> |
| + | :6. Connect SimplyBook.me account. |
| + | [[File:Connect sbm account v2.png | center]] |
| + | <br><br> |
| + | :7. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step. |
| + | [[File:Test trigger step.png | center]] |
| + | <br><br> |
| + | :8. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to. |
| + | [[File:Add action step.png | center]] |
| + | <br><br> |
| + | :9. Connect this application account and setup the template using the available data mentioned above. |
| + | <br><br> |
| + | :10. You can test this step operation as well if necessary or skip it. |
| + | <br><br> |
| + | :11. Finish the setup, add Zap name and turn it on. |
| + | [[File:Zap name and on.png | center]] |
| <br><br> | | <br><br> |