SimplyBook.me

Zapier Connector custom feature/nl: Difference between revisions

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Created page with "<br><br> '''6 triggers''' zijn momenteel beschikbaar:<br> • ''Nieuwe boeking'' – wordt geactiveerd wanneer een nieuwe boeking wordt aangemaakt in uw SimplyBook.me-account;<br> • ''Boekingswijziging'' – wordt geactiveerd wanneer een boeking wordt gewijzigd (datum/tijd/service/aanbieder/status/intakeformulieren);<br> • ''Boekingsannulering'' – wordt geactiveerd bij annulering van een boeking;<br> • ''Nieuwe klant'' – wordt geactiveerd wanneer een klant word..."
Created page with "<br><br> ;Hoe te gebruiken: :1. Activeer de aangepaste functionaliteit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier-connector</span> op de pagina <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aangepaste functionaliteiten</span> in SimplyBook.me. 1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png <br><br> :2. Maak een nie..."
 
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• ''Nieuwe factuur'' – wordt geactiveerd wanneer er een nieuwe factuur wordt aangemaakt en betaald in SimplyBook.me (bruikbaar indien bovengenoemde functionaliteit is ingeschakeld).
• ''Nieuwe factuur'' – wordt geactiveerd wanneer er een nieuwe factuur wordt aangemaakt en betaald in SimplyBook.me (bruikbaar indien bovengenoemde functionaliteit is ingeschakeld).


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;'''Beschikbare gegevens:'''
;'''Available data:'''
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Voor triggers gerelateerd aan boekingen (Nieuwe boeking, Wijziging, Annulering):</span><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Standaardfunctionaliteit (geen aangepaste functies)</span>:
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>:
*Bedrijf (login, naam, e-mail, telefoon),
*Company (login, name, email, phone),
*Service (naam, beschrijving, duur, buffertijd),
*Service (name, description, duration, buffer time),
*Aanbieder (naam, beschrijving, e-mail, telefoon),
*Provider (name, description, email, phone),
*Klantgegevens (naam, e-mail, telefoon, adres, tijdzone),
*Client information (name, email, phone, address, timezone),
*Boekingscode (indien bevestigd, start-/eindtijd).
*Booking code (if booking is confirmed, start/end date/time).
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<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Gegevens uit aangepaste functionaliteiten</span>:
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Betalingen accepteren]]</span> (serviceprijs, valuta);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (naam, beschrijving, kleur);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Boekingen goedkeuren]]</span> (goedkeuringsstatus: goedgekeurd/geannuleerd);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Meerdere locaties]]</span> (locatienaam, adres (met coördinaten), telefoon, beschrijving);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Servicecategorieën]]</span> (categorienaam, beschrijving);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service-add-ons]]</span> (naam en prijs add-on);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intakeformulieren]]</span> (antwoorden).
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<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Voor “Nieuwe klant”-trigger</span>:
* Client ID;
* Klant-ID;
* Client name;
* Naam klant;
* Client email;  
* E-mailadres klant;
* Client phone;  
* Telefoonnummer klant;
* Client address;
* Adres klant;
* If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled);
* Of klant geblokkeerd is voor login (indien <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Klantenlogin]]</span> is ingeschakeld);
* Client registration date.
* Registratiedatum klant.
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<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New Offer/Invoice triggers</span>:
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Voor Nieuwe aanbieding/factuur triggers</span>:
* Order ID;  
* Bestel-ID;
* Client name / email / phone;  
* Klantnaam / e-mail / telefoon;
* Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);
* Beschrijving van aanbieding/factuur (artikellijst, korting: cadeaubon/coupon/pakket);
* Order amount and currency;
* Bestelbedrag en valuta;
* Discount amount;
* Kortingsbedrag;
* Order date and time;
* Datum en tijd bestelling;
* Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);
* Aanbieding-/factuurnummer in SimplyBook.me (O-XXXXXX of I-XXXXXX);
* Payment processor (delay, cash, credit card, wire transfer);
* Betaalmethode (vertraagd, contant, creditcard, overschrijving);
* Payment status (paid, pending) and if payment is received.
* Betaalstatus (betaald, in afwachting) en of betaling is ontvangen.
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;How to use:
;Hoe te gebruiken:
: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.
:1. Activeer de aangepaste functionaliteit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier-connector</span> op de pagina <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aangepaste functionaliteiten</span> in SimplyBook.me.
[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
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: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.
:2. Maak een nieuwe Zap aan door op <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> te klikken in de Zapier-interface.
[[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]]
[[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]]
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:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
:3. Zoek naar Simplybook in de <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">trigger-stap.</span>
[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
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:4. Select the desirable trigger.
:4. Selecteer de gewenste trigger.
[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]
[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]
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:5. Connect SimplyBook.me account.
:5. Verbind uw SimplyBook.me-account.
[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
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:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
:6. Klik op <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Doorgaan</span> om deze stap te testen.
[[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]]
[[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]]
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:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
:7. Voeg een actiestap toe en zoek naar de app die u wilt verbinden met SimplyBook.me.
[[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]]
[[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]]
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:8. Connect this application account and setup the template using the available data mentioned above.
:8. Verbind deze app en stel de sjabloon in met behulp van de hierboven genoemde beschikbare gegevens.
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:9. You can test this step operation as well if necessary or skip it.
:9. Test indien nodig deze stap of sla deze over.
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:10. Finish the setup, add Zap name and turn it on.
:10. Voltooi de configuratie, geef uw Zap een naam en schakel deze in.
[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
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