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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.
''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>
:4. In the popup that appears find SimplyBook.me in the list of apps to connect to.
You can skip test step and continue with setup.''
[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.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.
:5. Choose "New booking" trigger and the account that you have previously connected. Click "Continue".
[[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]]
[[File:Zapier new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.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.
:6. Test your trigger, select the sample record and proceed to the action step.
:'''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.
''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>
[[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]]
You can skip test step and continue with setup.''
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:'''7'''. Now you come to template step.
:Please use available variables by clicking on the textbox ands selecting the necessary ones from the list.<br>
: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 14:54, 17 April 2026
3. Click on + Create Zap button.
4. In the popup that appears find SimplyBook.me in the list of apps to connect to.
5. Choose "New booking" trigger and the account that you have previously connected. Click "Continue".
6. Test your trigger, select the sample record and proceed to the action 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.
You can skip test step and continue with setup.
