Using Zapier.com: Difference between revisions

===Zap tutorial SimplyBook and Gmail===

We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients or service providers. Now this option becomes available with our new application on Zapier!

[[File:Zapier settings.png | center]]

After creating an intake form, you will see the variable name.  

 

[[File:Zapier.png | center]]

In the picture, it is [data_field_7] (but it can be data_field_2, data_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail.

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.

 

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 register and add [https://simplybook.me/ Simplybook] to your list of applications. Detailed instructions, invitation link and examples are [http://blog.simplybook.me/zap-a-new-functionality-to-simplybook-me/ here] .

After that, press “Make a New Zap”.

 

Next, you will need to connect your [https://simplybook.me/ SimplyBook] account.

 

[[File:02.png|Connect SimplyBook to Zapier.]]

Verify your [https://simplybook.me/ Simplybook] account.  

 

[[File:03.png|SimplyBook account is working.]]

Connect and verify your Gmail account.  

 

[[File:04.png|Gmail account is working.]]

You can filter [https://simplybook.me/ SimplyBook] events if needed.  

 

[[File:05.png|Send notification if only provider exists in the system.]]  

In “Match up [https://simplybook.me/ Simplybook] booking to Gmail Email” select recipients of notification and select the variable of your recently created intake form. 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.

 

Then enter notification text and press “Continue”. You can create more detailed and rich notification than the one on the example by adding text and using variables from the list.

 

[[File:06_1.png|Enter notification text.]]  

Test your newly created Zap.  

 

[[File:07.png|Test Zap.]]  

Name it and turn this Zap on.  

 

[[File:08.png|Enter Zap name and run it.]]  

Check this Zap in the Zap list.  

 

[[File:09.png|Zap list.]]