Zapier Connector custom feature/de: Difference between revisions

{{#seo: |title=Zahlungsakzeptanz – SimplyBook.me |description=Automatisieren Sie Aufgaben, indem Sie SimplyBook.me mit Zapier verbinden. Integrieren Sie Hunderte von Apps für nahtlose Arbeitsabläufe. Jetzt aktivieren! |titlemode=anhängen |keywords=fAQ, häufig gestellte Fragen, Buchungssoftware, Fragen zum Terminsystem, Online-Termine, Kalender-Software, Buchungssystem, Buchungskalender, Terminplanungs-Software, Online-Terminplanung, Online-Terminvereinbarung, Einrichtung, Hilfe zur Einrichtung, Support, Hilfe-Inhalte, Zapier, Zapier-Integration, Zapier-Verbindung, Trigger }}

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;'''Available data:'''

<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;">Basic functionality (no custom features enabled)</span>:

*Company (login, name, email, phone),

*Service (name, description, duration, buffer time),

*Provider (name, description, email, phone),

*Client information (name, email, phone, address, timezone),

*Booking code (if booking is confirmed, start/end date/time).

<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</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#Status |Status]]</span> (name, description, color);

* <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#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#Service_Categories |Service Categories]]</span> (category name, category description);

* <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#Intake_Forms |Intake Forms]]</span> (answers).

<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:

* Client ID;

* Client name;

* Client email;  

* Client phone;  

* Client address;

* 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);

* Client registration date.

<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New Offer/Invoice triggers</span>:

* Order ID;  

* Client name / email / phone;  

* Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);

* Order amount and currency;

* Discount amount;

* Order date and time;

* Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);

* Payment processor (delay, cash, credit card, wire transfer);

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

;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.

: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: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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>

:4. Select the desirable trigger.

:5. Connect SimplyBook.me account.

:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.

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

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

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

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