Zapier Connector custom feature: Difference between revisions

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{{#seo:

|title=Accept Payments Custom Feature - SimplyBook.me

|description=Automate tasks by connecting SimplyBook.me with Zapier. Integrate hundreds of apps for seamless workflows. Enable it now!

|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, setup, setup help, support, help content, zapier, zapier integration, zapier connection, trigger

}}

</translate>

[[File:Zapier icon.png | left]]

Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.

[https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.

</translate>

'''Please note!'''

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* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);

* Invoice data can be sent with New Invoice trigger;

* [[~~SOAP_custom_feature~~ |SOAP]] data is not sent;

* [[SOAP_with_Encryption_custom_feature |SOAP]] data is not sent;

* [[Custom_Features#Accept_Payments |Tax]] information is not sent, [[Custom_Features#Accept_Payments |service price]] is shown without taxes added;

* It doesn't work if both [[Custom_Features#Accept_Payments |Accept payments]] and [[Custom_Features#Approve_Bookings |Approve bookings]] are enabled, and batch bookings are partially approved.

</div>

'''6 triggers''' are now available:

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• ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when [[Custom_Features#Accept_Payments |Accept payments]] custom feature is enabled).

;'''Available data:'''

For booking-related triggers(New booking, Booking change, Booking cancellation):

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* Payment status (paid, pending) and if payment is received.

;How to use:

:1. Enable Zapier connector custom feature on your Custom features page on SimplyBook.me side.

[[File:Zapier ~~connector~~ enable path ~~new cf~~.png|border | center]]

[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]

:2. Create new Zap by clicking on Make a Zap button in Zapier interface.

[[File:~~Make a~~ zap ~~button~~.png|border | center]]

[[File:Zapier redesigned create new zap from dashboard.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]

:3. Look for Simplybook in Trigger step.

[[File:Zapier select trigger app.png|border | center]]

[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]

:4. Select the desirable trigger.

[[File:~~Select~~ trigger.png|border | center]]

[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]

:5. Connect SimplyBook.me account.

[[File:~~Connect sbm~~ account v2.png|border | center]]

[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]

:6. Click Continue to test this step.

[[File:~~Test~~ trigger step.png|border | center]]

[[File:Zapier redesigned continue to test trigger step.png|1200px|border | center|link=https://help.simplybook.me/images/b/be/Zapier_redesigned_continue_to_test_trigger_step.png]]

:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.

[[File:~~Add~~ action ~~step~~.png|border | center]]

[[File:Zapier redesigned search for the action app.png|1200px|border | center|link=https://help.simplybook.me/images/9/95/Zapier_redesigned_search_for_the_action_app.png]]

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

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

[[File:~~Zap name and on~~.png|border | center]]

[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]

</translate>

@@ Line 1: / Line 1: @@
+<languages/>
+<translate>
+<!--T:1-->
 {{#seo:
 |title=Accept Payments Custom Feature - SimplyBook.me
+|description=Automate tasks by connecting SimplyBook.me with Zapier. Integrate hundreds of apps for seamless workflows. Enable it now!
 |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, setup, setup help, support, help content, zapier, zapier integration, zapier connection, trigger
 }}
+</translate>
+<translate>
+<!--T:2-->
 [[File:Zapier icon.png | left]]
 Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.
 [https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.
+</translate>
+<translate>
+<!--T:3-->
 <div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
 '''Please note!'''
@@ Line 23: / Line 31: @@
 * If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);
 * Invoice data can be sent with New Invoice trigger;
-* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_custom_feature |SOAP]]</span> data is not sent;
+* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_with_Encryption_custom_feature |SOAP]]</span> data is not sent;
 * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added;
 * It doesn't work if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved.
 </div>
+<!--T:4-->
 <br><br>
 '''6 triggers''' are now available:<br>
@@ Line 37: / Line 46: @@
 • ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).
+<!--T:5-->
 <br><br>
+<!--T:6-->
 ;'''Available data:'''
 <span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
@@ Line 77: / Line 88: @@
 * Payment status (paid, pending) and if payment is received.
+<!--T:7-->
 <br><br>
 ;How to use:
 :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 on SimplyBook.me side.
-[[File:Zapier connector enable path new cf.png|border | center]]
+[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
 <br><br>
 :2. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface.
-[[File:Make a zap button.png|border | center]]
+[[File:Zapier redesigned create new zap from dashboard.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]
 <br><br>
 :3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
-[[File:Zapier select trigger app.png|border | center]]
+[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
 <br><br>
 :4. Select the desirable trigger.
-[[File:Select trigger.png|border | center]]
+[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]
 <br><br>
 :5. Connect SimplyBook.me account.
-[[File:Connect sbm account v2.png|border | center]]
+[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
 <br><br>
 :6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
-[[File:Test trigger step.png|border | center]]
+[[File:Zapier redesigned continue to test trigger step.png|1200px|border | center|link=https://help.simplybook.me/images/b/be/Zapier_redesigned_continue_to_test_trigger_step.png]]
 <br><br>
 :7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
-[[File:Add action step.png|border | center]]
+[[File:Zapier redesigned search for the action app.png|1200px|border | center|link=https://help.simplybook.me/images/9/95/Zapier_redesigned_search_for_the_action_app.png]]
 <br><br>
 :8. Connect this application account and setup the template using the available data mentioned above.
@@ Line 105: / Line 117: @@
 <br><br>
 :10. Finish the setup, add Zap name and turn it on.
-[[File:Zap name and on.png|border | center]]
+[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
 <br><br>
+</translate>