Using Zapier.com: Difference between revisions

From SimplyBook.me
← Older edit
VisualWikitext
No edit summary
No edit summary
 
(7 intermediate revisions by the same user not shown)
Line 1: Line 1:
<languages/>
<translate>
<!--T:1-->
{{#seo:
{{#seo:
|title= Using Zapier and the Appointment Booking System Scheduler - SimplyBook.me
|title= Using Zapier and the Appointment Booking System Scheduler - SimplyBook.me
Line 4: Line 7:
|keywords=faq, frequently asked questions, booking software, appointment system questions,appointments online, calendar software, booking system
|keywords=faq, frequently asked questions, booking software, appointment system questions,appointments online, calendar software, booking system
}}
}}
</translate>
<translate>
<!--T:2-->
<br><br>
<br><br>
===Zap tutorial for SimplyBook and Gmail connection===
===Zap tutorial for SimplyBook and Gmail connection===
We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients. Now this option becomes available with our application on Zapier!
We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients. Now this option becomes available with our application on Zapier!


 
</translate>
<translate>
<!--T:3-->
;How to use
;How to use


 
</translate>
: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.
<translate>
[[File:Zapir connector enable path.png | center]]
<!--T:4-->
: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 single line form redesigned.png|1200px| center|link=https://help.simplybook.me/images/b/b1/Create_new_single_line_form_redesigned.png]]
<br><br>
: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
[[File:Intake form variable redesigned.png|1200px | center|link=https://help.simplybook.me/images/a/a3/Intake_form_variable_redesigned.png]]
<br><br>
<br><br>
: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]].  
: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>
[[File:Create new intake form single line.png | center]]
: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>
:5. 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]]
<br><br>
<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
:6. Connect to your Zapier account using the ‘’’Quick connect’’’ option
[[File:Intake forms variables.png | center]]
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
<br><br>
<br><br>
: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>
:7. Click on '''+ Create Zap''' button.
: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>
[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
: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:Make a new zap.png | center]]
<br><br>
<br><br>
:8. Find [https://simplybook.me/ SimplyBook] in the list of applications.
:8. In the popup that appears find SimplyBook.me in the list of apps to connect to.
[[File:Zap-select simplybook app.png | center]]
[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
<br><br>
<br><br>
:9. Next, you will need to connect your [https://simplybook.me/ SimplyBook] account.
:9. Choose "New booking" as a trigger and the account that you have previously connected. Click "Continue".
[[File:Zap connect sbm account.png | center]]
[[File:Zapier new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]
<br><br>
<br><br>
:10. Choose New booking as trigger.
:10. Test your trigger, select the sample record and proceed to the action step.  
[[File:Zap-new booking trigger.png | center]]
<br><br>
<br><br>
:11. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.
:11. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.
[[File:Zap-action step.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]]
<br><br>
<br><br>
: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).
: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:Zap-add email recipients.png | center]]  
[[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]]  
<br><br>
<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>
:'''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>
: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.
: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]]  
<br><br>
:14. Test your newly created Zap. Then name it and turn this Zap on.  
[[File:Zap-finishing step.png | center]]  
<br><br>
<br><br>
:15. 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]]  
<br><br>
<br><br>
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!
<br><br>
<br><br>
</translate>

Latest revision as of 14:51, 17 April 2026

Other languages:



Zap tutorial for SimplyBook and Gmail connection

We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients. Now this option becomes available with our application on Zapier!

How to use
1. Create an intake form for the 2nd recipient in admin Simplybook app with the help of Intake Forms Custom Feature.



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



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.

4. Then create a test booking on your 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.

5. Enable Zapier connector custom feature on your Custom features page.



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



7. Click on + Create Zap button.



8. In the popup that appears find SimplyBook.me in the list of apps to connect to.



9. Choose "New booking" as a trigger and the account that you have previously connected. Click "Continue".



10. Test your trigger, select the sample record and proceed to the action step.



11. Proceed to "Action step" - connect and verify your Gmail account. Set the action to send email when the booking triggers.



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).



Please note, that your client will receive 2 email notifications, one from Simplybook (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in Simplybook Settings//Email and SMS settings by unchecking the corresponding boxes.

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.



14. Test your newly created Zap and turn it on.



Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!

Retrieved from "https://help.simplybook.me/index.php?title=Using_Zapier.com&oldid=45115"