Translations:Email notifications with Zapier/4/en: Difference between revisions

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:'''3'''. On the next step please connect your SimplyBook.me account. Enable [[Custom_Features#Zapier_Connector |Zapier connector]] custom feature. And on Zapier side use the same credentials as when you log in to your SimplyBook.me account. Save this step.
:'''3'''. On the next step please connect your SimplyBook.me account. Enable [[Custom_Features#Zapier_Connector |Zapier connector]] custom feature.<br>
[[File:Zapier redesigned connect simplybook account.png|1200px |center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
Connect to your Zapier account using the ‘’’Quick connect’’’ option
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
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''If Zapier shows an error "We could not find the booking" on test step don't worry, it may occur when your account is new or you have not got new bookings recently.<br>
Or you can choose a manual connection by credentials.
You can skip test step and continue with setup.''
:- Go to Zapier.com -> App connections page and click on “Add connection” button<br>
[[File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png]]
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:'''4'''. Now you will be setting up actions step and as it is related to emails please find Gmail option using searchbox.
:- Select SimplyBook.me<br>
[[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]]
:- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
[[File:Zapier manual connection new.png|1200px|border | center|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]]
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:'''5'''. From the list of available actions please choose "Send email" and connect Gmail account that will be used for sending notifications.
:- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.
[[File:Zapier redesigned send email action.png|1200px |center|link=https://help.simplybook.me/images/a/ac/Zapier_redesigned_send_email_action.png]]
[[File:Credentials on zapier side new.png|1200px|border | center|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new.png]]
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:'''6'''.  On the next step please add email address(es) that you wish notification to be sent to. You may add only one address in "To(required)" email box or add some more addresses with the help of "Cc" and "Bcc" options or by clicking on "+" icon to add another email box.
[[File:Zapier redesigned setup the email addresses.png|1200px |center|link=https://help.simplybook.me/images/5/5a/Zapier_redesigned_setup_the_email_addresses.png]]
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:'''7'''. Now you come to template step.
''If Zapier shows an error "We could not find the booking" on test step don't worry, it may occur when your account is new or you have not got new bookings recently.<br>
:Please use available variables by clicking on the textbox ands selecting the necessary ones from the list.<br>
You can skip test step and continue with setup.''
:Here you can see the example how notification template can be set up.
[[File:Zapier redesigned setup the email template.png|1200px | center|link=https://help.simplybook.me/images/5/5d/Zapier_redesigned_setup_the_email_template.png]]
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Latest revision as of 10:23, 16 March 2026

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Message definition (Email notifications with Zapier)
:'''3'''. On the next step please connect your SimplyBook.me account. Enable [[Custom_Features#Zapier_Connector |Zapier connector]] custom feature.<br>
Connect to your Zapier account using the ‘’’Quick connect’’’ option
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
<br><br>
Or you can choose a manual connection by credentials.
:- Go to Zapier.com -> App connections page and click on “Add connection” button<br>
[[File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png]]
<br><br>
:- Select SimplyBook.me<br>
:- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
[[File:Zapier manual connection new.png|1200px|border | center|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]]
<br><br>
:- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.
[[File:Credentials on zapier side new.png|1200px|border | center|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new.png]]
<br><br>
<br><br>
''If Zapier shows an error "We could not find the booking" on test step don't worry, it may occur when your account is new or you have not got new bookings recently.<br>
You can skip test step and continue with setup.''
<br><br>
3. On the next step please connect your SimplyBook.me account. Enable Zapier connector custom feature.

Connect to your Zapier account using the ‘’’Quick connect’’’ option



Or you can choose a manual connection by credentials.

- Go to Zapier.com -> App connections page and click on “Add connection” button



- Select SimplyBook.me
- Copy company login, user login, generate and copy API key from your SimpyBook.me account



- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.





If Zapier shows an error "We could not find the booking" on test step don't worry, it may occur when your account is new or you have not got new bookings recently.
 You can skip test step and continue with setup.

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