Translations:Using Zapier.com/4/en - Revision history

FuzzyBot: Importing a new version from external source

2026-04-17T15:17:32Z

Importing a new version from external source

← Older revision		Revision as of 15:17, 17 April 2026
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	: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. Create an intake form for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of [[Custom_Features#Intake_Forms \| Intake Forms Custom Feature]].
			[[File:Create new single line form redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b1/Create_new_single_line_form_redesigned.png]]
			<br><br>
			:2. After creating an intake form, you will see the variable name at the bottom of the variables list in Settings//Email and SMS settings
			[[File:Intake form variable redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/a/a3/Intake_form_variable_redesigned.png]]
			<br><br>
			:3. In this picture, it is [data_field_30] (but it can be data_field_2, data_field_3, etc.). This variable will contain the alternative email address needed for synchronization with Gmail.<br><br>
			:4. Then create a test booking on your [https://simplybook.me/ Simplybook] booking page. It is needed to notify the system that the new form was created in the system and is ready for further usage. <br><br>
			:5. 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:Zapier enable path redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]		[[File:Zapier enable path redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
	<br><br>		<br><br>
	:2. Connect to your Zapier account using the ‘’’Quick connect’’’ option		:6. Connect to your Zapier account using the ‘’’Quick connect’’’ option
	[[File:Quick connect zapier.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]		[[File:Quick connect zapier.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
	<br><br>		<br><br>
	:~~3. Or you can choose a manual connection by credentials.~~		:7. Click on '''+ Create Zap''' button.
	~~- Go to Zapier~~.~~com -> App connections page and click~~ on ~~“Add connection”~~ button~~<br>~~		[[File:Create zap path.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
	~~[[File:Add connection zapeir side.png\|1200px\|border \| center\|link=https://help.simplybook~~.~~me/images/c/c2/Add_connection_zapeir_side.png]]~~
	~~<br><br>~~
	~~- Select SimplyBook.me<br>~~
	~~- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>~~
	[[File:~~Zapier manual connection new.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]]~~
	~~<br><br>~~
	~~- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.~~
	~~[[File:Credentials on zapier side new~~.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/~~e/e9/Credentials_on_zapier_side_new.png]]~~
	~~<br><br>~~
	~~:4. Create an intake form for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of [[Custom_Features#Intake_Forms \| Intake Forms Custom Feature]].~~
	~~[[File:Create new single line form redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/b/b1/Create_new_single_line_form_redesigned.png]]~~
	~~<br><br>~~
	~~:5. After creating an intake form, you will see the variable name at the bottom of the variables list in Settings//Email and SMS settings~~
	~~[[File:Intake form variable redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/a/a3/Intake_form_variable_redesigned.png]]~~
	~~<br><br>~~
	~~:6. In this picture, it is [data_field_30] (but it can be data_field_2, data_field_3, etc.). This variable will contain the alternative email address needed for synchronization with Gmail.<br><br>~~
	:7. Then create a test booking on your [https://simplybook.me/ Simplybook] booking page. It is needed to notify the system that the new form was created in the system and is ready for further usage. <br><br>
	:8. When [https://simplybook.me/ Simplybook] preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please [https://zapier.com/sign-up/ register]. <br><br>
	~~:9. After that, press “Create a Zap”.~~
	~~[[File:Zapier redesigned create new zap from dashboard.png\|1200px \| center\|link=https://help.simplybook.me/images/6~~/68/~~Zapier_redesigned_create_new_zap_from_dashboard~~.png]]
	<br><br>		<br><br>
	:10. ~~Find [https://simplybook~~.me~~/ SimplyBook]~~ in the list of ~~applications~~.		:8. In the popup that appears find SimplyBook.me in the list of apps to connect to.
	[[File:Zapier ~~redesigned select~~ trigger ~~app~~.png\|1200px \| center\|link=https://help.simplybook.me/images/c/c1/~~Zapier_redesigned_select_trigger_app~~.png]]		[[File:Zapier new sb as trigger.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
	<br><br>		<br><br>
	:11. ~~Select~~ the connected ~~account~~.		:9. Choose "New booking" as a trigger and the account that you have previously connected. Click "Continue".
			[[File:Zapier new choose trigger event.png\|1200px\|border \| center\|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]
	<br><br>		<br><br>
	:12. ~~Choose New booking as~~ trigger.		:10. Test your trigger, select the sample record and proceed to the action step.
	<br><br>		<br><br>
	:13. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.		:11. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.
	[[File:Zapier redesigned gmail as action app.png\|1200px \| center\|link=https://help.simplybook.me/images/0/01/Zapier_redesigned_gmail_as_action_app.png]]		[[File:Zapier redesigned gmail as action app.png\|1200px \| center\|link=https://help.simplybook.me/images/0/01/Zapier_redesigned_gmail_as_action_app.png]]
	<br><br>		<br><br>
	:14. Add email recipients in "To:" and "Cc:" boxes. Please use the variables for correct Zap operation(select the variable of your recently created intake form).		:12. Add email recipients in "To:" and "Cc:" boxes. Please use the variables for correct Zap operation(select the variable of your recently created intake form).
	[[File:Zapier redesigned email setup variables selection.png\|1200px \| center\|link=https://help.simplybook.me/images/5/5e/Zapier_redesigned_email_setup_variables_selection.png]]		[[File:Zapier redesigned email setup variables selection.png\|1200px \| center\|link=https://help.simplybook.me/images/5/5e/Zapier_redesigned_email_setup_variables_selection.png]]
	<br><br>		<br><br>
	:'''Please note''', that your client will receive 2 email notifications, one from [https://simplybook.me/ Simplybook] (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in [https://simplybook.me/ Simplybook] Settings//Email and SMS settings by unchecking the corresponding boxes.<br><br>		:'''Please note''', that your client will receive 2 email notifications, one from [https://simplybook.me/ Simplybook] (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in [https://simplybook.me/ Simplybook] Settings//Email and SMS settings by unchecking the corresponding boxes.<br><br>
	:15. Then setup email template text. As well add the necessary variables that will be replaced with the booking information in the real email. You can create more detailed and rich notification than the one on the example.		:13. Then setup email template text. As well add the necessary variables that will be replaced with the booking information in the real email. You can create more detailed and rich notification than the one on the example.
	[[File:Zapier redesigned email template setup.png\|1200px \| center\|link=https://help.simplybook.me/images/1/1d/Zapier_redesigned_email_template_setup.png]]		[[File:Zapier redesigned email template setup.png\|1200px \| center\|link=https://help.simplybook.me/images/1/1d/Zapier_redesigned_email_template_setup.png]]
	<br><br>		<br><br>
	:16. Test your newly created Zap and turn it on.		:14. Test your newly created Zap and turn it on.
	[[File:Zapier redesigned enable zap.png\|1200px \| center\|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]		[[File:Zapier redesigned enable zap.png\|1200px \| center\|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
	<br><br>		<br><br>
	Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!		Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
	<br><br>		<br><br>

FuzzyBot: Importing a new version from external source

2026-03-16T10:48:25Z

Importing a new version from external source

New page

:1. Enable Zapier connector custom feature on your Custom features page.
[[File:Zapier enable path redesigned.png|1200px| center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
 
:2. Connect to your Zapier account using the ‘’’Quick connect’’’ option
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
 
:3. Or you can choose a manual connection by credentials.
- Go to Zapier.com -> App connections page and click on “Add connection” button 
[[File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png]]
 
- Select SimplyBook.me 
- Copy company login, user login, generate and copy API key from your SimpyBook.me account 
[[File:Zapier manual connection new.png|1200px|border | center|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]]
 
- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.
[[File:Credentials on zapier side new.png|1200px|border | center|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new.png]]
 
:4. Create an intake form for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of [[Custom_Features#Intake_Forms | Intake Forms Custom Feature]].
[[File:Create new single line form redesigned.png|1200px| center|link=https://help.simplybook.me/images/b/b1/Create_new_single_line_form_redesigned.png]]
 
:5. After creating an intake form, you will see the variable name at the bottom of the variables list in Settings//Email and SMS settings
[[File:Intake form variable redesigned.png|1200px | center|link=https://help.simplybook.me/images/a/a3/Intake_form_variable_redesigned.png]]
 
:6. In this picture, it is [data_field_30] (but it can be data_field_2, data_field_3, etc.). This variable will contain the alternative email address needed for synchronization with Gmail. 
:7. Then create a test booking on your [https://simplybook.me/ Simplybook] booking page. It is needed to notify the system that the new form was created in the system and is ready for further usage. 
:8. When [https://simplybook.me/ Simplybook] preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please [https://zapier.com/sign-up/ register]. 
:9. After that, press “Create a Zap”.
[[File:Zapier redesigned create new zap from dashboard.png|1200px | center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]
 
:10. Find [https://simplybook.me/ SimplyBook] in the list of applications.
[[File:Zapier redesigned select trigger app.png|1200px | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
 
:11. Select the connected account.
 
:12. Choose New booking as trigger.
 
:13. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.
[[File:Zapier redesigned gmail as action app.png|1200px | center|link=https://help.simplybook.me/images/0/01/Zapier_redesigned_gmail_as_action_app.png]]
 
:14. Add email recipients in "To:" and "Cc:" boxes. Please use the variables for correct Zap operation(select the variable of your recently created intake form).
[[File:Zapier redesigned email setup variables selection.png|1200px | center|link=https://help.simplybook.me/images/5/5e/Zapier_redesigned_email_setup_variables_selection.png]]
 
:'''Please note''', that your client will receive 2 email notifications, one from [https://simplybook.me/ Simplybook] (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in [https://simplybook.me/ Simplybook] Settings//Email and SMS settings by unchecking the corresponding boxes. 
:15. Then setup email template text. As well add the necessary variables that will be replaced with the booking information in the real email. You can create more detailed and rich notification than the one on the example.
[[File:Zapier redesigned email template setup.png|1200px | center|link=https://help.simplybook.me/images/1/1d/Zapier_redesigned_email_template_setup.png]]
 
:16. Test your newly created Zap and turn it on.
[[File:Zapier redesigned enable zap.png|1200px | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
 
Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!