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{{#seo:
|title=Zapier integration with SBPay.me - SimplyBook.me
|description=Integrate SBPay.me with Zapier for automated payment processing. Simplify transactions and workflows. Learn how here!
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, custom booking page link, domain name, custom domain name, custom url
}}

[[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.
 

==Available triggers:==
* Payment Created;
* Payment Confirmed (paid);
* Payment Refunded;
* Invoice Finalized (prepared for payment);
* Invoice Paid;
* Invoice Voided.
 

==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.
 

==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.
 

==How to set:==
1. Enable Zapier custom feature in your SBPay.me interface. 
[[File:Zapier sbpay enable path.png|1200px|center|link=https://help.simplybook.me/images/7/75/Zapier_sbpay_enable_path.png]]
 

2. Navigate to '''Users''' page and click on '''New user'''. 
[[File:Sbpay new user path.png|1200px|center|link=https://help.simplybook.me/images/c/cc/Sbpay_new_user_path.png]]
 

3. Create one more users with '''Admin''' access level. (use '''New user''' button to save the new user). 
[[File:Create new admin user sbpay.png|1200px|center|link=https://help.simplybook.me/images/0/0a/Create_new_admin_user_sbpay.png]]
 

4. Log in as this admin user to your SBPay.me account.
 

5. Log in to your [https://zapier.com/app/login Zapier account] or create a new one.
 

6. Create new Zap by clicking on '''Create''' and then '''Zaps''' button in Zapier interface. 
[[File:Create new zap path.png|1200px|center|link=https://help.simplybook.me/images/2/27/Create_new_zap_path.png]]
 

7. Look for SBPay.me in Trigger step or use [https://zapier.com/apps/sbpayme/integrations this link]. 
[[File:Sbpay app in zapier.png|1200px|center|link=https://help.simplybook.me/images/d/dd/Sbpay_app_in_zapier.png]]
 

8. Select the desirable trigger. 
[[File:Select trigger in Zapier.png|1200px|center|link=https://help.simplybook.me/images/8/86/Select_trigger_in_Zapier.png]]
 

9. Proceed to connecting SBPay.me account. 
[[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]]
 

10. In the popup window that appears please enter your SBPay.me '''company login'''. 
[[File:Company login to sbpay.png|1200px|center|link=https://help.simplybook.me/images/b/ba/Company_login_to_sbpay.png]]
 

11. In the SBPay.me interface navigate to '''Settings''' -> '''API keys''' and click on "View keys". 
[[File:Api keys path sbpay.png|1200px|center|link=https://help.simplybook.me/images/7/7f/Api_keys_path_sbpay.png]]
 

12. Confirm the action by entering your password and you will get access to the keys.
 

13. Copy '''Authentication Token''' and paste it to the corresponding field on Zapier side. 
[[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]]
 

14. Click Continue to test this step.
 

15. Proceed to adding the Action step and search for the app you wish to connect SBPay.me to. 
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]]
 

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

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

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

==Synchronize old records==
You can synchronize old records for the selected event and date range to trigger the action in Zapier. 
Please follow the next steps: 
1. Navigate to '''Custom features''' -> '''Zapier''' in your SBPay.me interface.
 

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. 
[[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]]
 

3. Click '''Synchronize records'''. 
[[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]]

Zapier integration wit SBPay.me/en - Revision history

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