Changes

* 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;

* 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;

* 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;

* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use paid Zapier account(please check current pricing with them and if it includes multi-step zaps), 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);

* 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;

* Invoice data can be sent with New Invoice trigger;

* <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;">[[SOAP_custom_feature |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;

* <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.

* It doesn't work 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>

</div>

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'''4 triggers''' are now available with [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ invitation version]:<br>

'''6 triggers''' are now available:<br>

• ''New booking'' - launches when new booking is created in SimplyBook.me account;<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 change''  - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>

• ''Booking cancellation''  - launches upon booking cancellation;<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.  

• ''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>

• ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).

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* 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);

* 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.

* Client registration date.

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;How to use:

;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.

: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 on SimplyBook.me side.

[[File:Zapir connector enable path.png | center]]

[[File:Zapier connector enable path new cf.png|border | center]]

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:2. Accept invitation for the new version [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ here]

:2. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface.

[[File:Accept invitation.png | center]]

[[File:Zapier redesigned create new zap from dashboard.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]

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:3. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button.

:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>

[[File:Make a zap button.png | center]]

[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]

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: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.

:4. Select the desirable trigger.

[[File:Select simplybook version.png | center]]

[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]

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:5. Select the desirable trigger.

:5. Connect SimplyBook.me account.

[[File:Select trigger.png | center]]

[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]

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:6. Connect SimplyBook.me account.

:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.

[[File:Connect sbm account v2.png | center]]

[[File:Zapier redesigned continue to test trigger step.png|1200px|border | center|link=https://help.simplybook.me/images/b/be/Zapier_redesigned_continue_to_test_trigger_step.png]]

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:7. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.

:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.

[[File:Test trigger step.png | center]]

[[File:Zapier redesigned search for the action app.png|1200px|border | center|link=https://help.simplybook.me/images/9/95/Zapier_redesigned_search_for_the_action_app.png]]

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:8. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.

:8. Connect this application account and setup the template using the available data mentioned above.

[[File:Add action step.png | center]]

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:9. Connect this application account and setup the template using the available data mentioned above.

:9. You can test this step operation as well if necessary or skip it.

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:10. You can test this step operation as well if necessary or skip it.

:10. Finish the setup, add Zap name and turn it on.

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