View source for Zapier integration wit SBPay.me

[[File:Zapier-Logo-upd.png|50px|left]] Connect SBPay.me to 2,000+ other web services with the help of [https://zapier.com/apps Zapier] integration. Set up the connections in minutes with no coding to automate your day-to-day tasks and build workflows between important apps. Choose SBPay.me as a trigger app and set the transactions and invoices data to the systems that you frequently use.
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==Available triggers:==
* Payment Created;
* Payment Confirmed (paid);
* Payment Refunded;
* Invoice Finalized (prepared for payment);
* Invoice Paid;
* Invoice Voided.
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==Available data (payment triggers):==
* transaction id;
* transaction description;
* customer information (id, name, email, phone, address, custom fields);
* transaction lines (item name, description, price, quantity, discounts, taxes);
* currency;
* amount;
* payment system;
* payment method;
* date and time when the document was created;
* date and time when the document was changed last time;
* payment status;
* payment type;
* whether the payment was refunded by payment system;
* whether the payment was confirmed manually by SBPay.me user;
* taxes information;
* tags.
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==Available data (invoice triggers):==
* invoice number;
* invoice description;
* customer information (id, name, email, phone, address, custom fields);
* invoice lines (item name, description, price, quantity, discounts, taxes);
* currency;
* amount;
* date and time when the document was created;
* date and time when the document was changed last time;
* invoice due date;
* invoice status;
* invoice type;
* whether there are any has credit notes related to that invoice;
* total amount without taxes;
* total discount amount;
* taxes information;
* tags.
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==How to set:==
1. Enable Zapier custom feature in your SBPay.me interface.<br>
[[File:Zapier sbpay enable path.png|1200px|center|link=https://help.simplybook.me/images/7/75/Zapier_sbpay_enable_path.png]]
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2. Navigate to '''Users''' page and click on '''New user'''.<br>
[[File:Sbpay new user path.png|1200px|center|link=https://help.simplybook.me/images/c/cc/Sbpay_new_user_path.png]]
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3. Create one more users with '''Admin''' access level. (use '''New user''' button to save the new user).<br>
[[File:Create new admin user sbpay.png|1200px|center|link=https://help.simplybook.me/images/0/0a/Create_new_admin_user_sbpay.png]]
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4. Log in as this admin user to your SBPay.me account.
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5. Log in to your [https://zapier.com/app/login Zapier account] or create a new one.
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6. Create new Zap by clicking on '''Create''' and then '''Zaps''' button in Zapier interface.<br>
[[File:Create new zap path.png|1200px|center|link=https://help.simplybook.me/images/2/27/Create_new_zap_path.png]]
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7. Look for SBPay.me in Trigger step or use [https://zapier.com/apps/sbpayme/integrations this link].<br>
[[File:Sbpay app in zapier.png|1200px|center|link=https://help.simplybook.me/images/d/dd/Sbpay_app_in_zapier.png]]
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8. Select the desirable trigger.<br>
[[File:Select trigger in Zapier.png|1200px|center|link=https://help.simplybook.me/images/8/86/Select_trigger_in_Zapier.png]]
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9. Proceed to connecting SBPay.me account.<br>
[[File:Connect sbpay account path in zapier.png|1200px|center|link=https://help.simplybook.me/images/8/82/Connect_sbpay_account_path_in_zapier.png]]
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10. In the popup window that appears please enter your SBPay.me '''company login'''.<br>
[[File:Company login to sbpay.png|1200px|center|link=https://help.simplybook.me/images/b/ba/Company_login_to_sbpay.png]]
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11. In the SBPay.me interface navigate to '''Settings''' -> '''API keys''' and click on "View keys".<br>
[[File:Api keys path sbpay.png|1200px|center|link=https://help.simplybook.me/images/7/7f/Api_keys_path_sbpay.png]]
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12. Confirm the action by entering your password and you will get access to the keys.
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13. Copy '''Authentication Token''' and paste it to the corresponding field on Zapier side.<br>
[[File:Copy sbpay api keys.png|1200px|center|link=https://help.simplybook.me/images/0/06/Copy_sbpay_api_keys.png]]
[[File:Auth token to sbpay.png|1200px|center|link=https://help.simplybook.me/images/0/0e/Auth_token_to_sbpay.png]]
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14. Click Continue to test this step.
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15. Proceed to adding the Action step and search for the app you wish to connect SBPay.me to.<br>
For example:
[[File:Zapier action example.png|1200px|center|link=https://help.simplybook.me/images/4/4a/Zapier_action_example.png]]
[[File:Zapier variables use example.png|1200px|center|link=https://help.simplybook.me/images/2/24/Zapier_variables_use_example.png]]
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16. Connect this application account and setup the template using the available data mentioned above.
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17. You can test this step operation as well if necessary or skip it.
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18. Finish the setup, add Zap name and turn it on.
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==Synchronize old records==
You can synchronize old records for the selected event and date range to trigger the action in Zapier.<br><br>
Please follow the next steps:<br>
1. Navigate to '''Custom features''' -> '''Zapier''' in your SBPay.me interface.
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2. In '''Sync records for event''' please select the events type that you would like to sync and the date range in the next fields.<br>
[[File:Zapier sbpay sync old events select type.png|1200px|center|link=https://help.simplybook.me/images/d/d9/Zapier_sbpay_sync_old_events_select_type.png]]
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3. Click '''Synchronize records'''.<br>
[[File:Zapeir sbpay sync old records option.png|1200px|center|link=https://help.simplybook.me/images/9/99/Zapeir_sbpay_sync_old_records_option.png]]
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