Zapier Connector custom feature

Connect 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”. SimplyBook.me is available in Zapier as Trigger app, it means only information from SimplyBook.me is sent to Zapier (1-way integration) and via Zapier to any app that has actions.

Please note!

Available data depends on custom features enabled;
It doesn't work if 2-step authentication is enabled (HIPAA or Google Authenticator);
New client trigger doesn't work with Import clients feature, but works correctly if 1 client is added manually in admin interface;
Information about membership/promotion/package/product 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 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);
Invoice data can be sent with New Invoice trigger;
SOAP data is not sent;
Tax information is not sent, service price is shown without taxes added;
It doesn't work if both Accept payments and Approve bookings are enabled, and batch bookings are partially approved.

6 triggers are now available:
• New booking - launches when new booking is created in SimplyBook.me account;
• Booking change - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);
• Booking cancellation - launches upon booking cancellation;
• 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 Offer - launches when any new offer is created on SimplyBook.me side (can be used when Accept payments custom feature is enabled).
• New Invoice - launches when new invoice is created and paid on SimplyBook.me side (can be used when Accept payments custom feature is enabled).

Available data:

For booking-related triggers(New booking, Booking change, Booking cancellation):
Basic functionality (no custom features enabled):

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).

Custom features related data:

Accept payments (service price, currency);
Status (name, description, color);
Approve bookings (approval status: approved, canceled);
Multiple Locations (location name, location address (with coordinates), location phone, location description);
Service Categories (category name, category description);
Service Add-ons (add-on name, add-on price);
Intake Forms (answers).

For New client trigger:

Client ID;
Client name;
Client email;
Client phone;
Client address;
If client is blocked to login (if Client login custom feature is enabled);
Client registration date.

For New Offer/Invoice triggers:

Order ID;
Client name / email / phone;
Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);
Order amount and currency;
Discount amount;
Order date and time;
Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);
Payment processor (delay, cash, credit card, wire transfer);
Payment status (paid, pending) and if payment is received.