SimplyBook.me

Using Zapier.com: Difference between revisions

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;How to use
;How to use


: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 intake form single line.png | center]]
: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.
[[File:Zapier enable path redesigned.png|1200px| center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
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: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
:2. 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:Intake forms variables.png | center]]
[[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]]
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: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>
:3. After creating an intake form, you will see the variable name at the bottom of the variables list in Settings//Email and SMS settings
: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>
[[File:Intake form variable redesigned.png|1200px | center|link=https://help.simplybook.me/images/a/a3/Intake_form_variable_redesigned.png]]
:5. 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>
:6. After that, press “Make a Zap”.
[[File:Make a new zap.png | center]]
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:7. Find [https://simplybook.me/ SimplyBook] in the list of applications.
:4. 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>
[[File:Zap-select simplybook app.png | center]]
:5. 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>
:6. 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>
:7. After that, press “Make 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]]
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:8. Next, you will need to connect your [https://simplybook.me/ SimplyBook] account.  
:8. Find [https://simplybook.me/ SimplyBook] in the list of applications.
[[File:Zap connect sbm account.png | center]]
[[File:Zapier redesigned select trigger app.png|1200px | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
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:9. Choose New booking as trigger.
:9. Next, you will need to connect your [https://simplybook.me/ SimplyBook] account.  
[[File:Zap-new booking trigger.png | center]]
[[File:Zapier redesigned connect simplybook account.png|1200px | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
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:10. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.
:10. Choose New booking as trigger.
[[File:Zap-action step.png | center]]
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:11. 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).
:11. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.
[[File:Zap-add email recipients.png | center]]  
[[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]]
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: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]]  
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:'''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>
:12. 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:Zap-edit email content.png | center]]
[[File:Zapier redesigned email template setup.png|1200px | center|link=https://help.simplybook.me/images/1/1d/Zapier_redesigned_email_template_setup.png]]  
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:13. Test your newly created Zap. Then name it and turn this Zap on.
[[File:Zap-finishing step.png | center]]  
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:14. Check this Zap in the Zap list.  
:14. Test your newly created Zap and turn it on.  
[[File:Zap list.png | center]]
[[File:Zapier redesigned enable zap.png|1200px | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]  
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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!
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