Integration with Mailchimp/en: Difference between revisions

Line 13:

:2. Create an account at [https://zapier.com/ Zapier.com], it only takes 1 minute.

:3. ~~As well make sure you have~~ ~~[[Zapier_Connector_custom_feature|~~Zapier ~~Connector]]~~ custom feature ~~turned~~ on in your SimplyBook.me ~~account~~.

:3. Enable Zapier connector custom feature on your Custom features page on SimplyBook.me side.

[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]

:4. ~~After logging into~~ Zapier ~~select to create a new ZAP by clicking on Make a Zap button at~~ the ~~top.~~

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

[[File:~~Create new zap updated~~.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/~~Create_new_zap_updated~~.png]]

[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]

:5. ~~Next choose a trigger app - put SimplyBook in the searchbox to find and select it.~~

:5. Click on '''+ Create Zap''' button.

~~ ~~

[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]

~~[[File:Select simpybook as trigger.png|border|center]]~~

~~ ~~

~~[[File:Select trigger sbm.png |border|center]]~~

~~ ~~

~~:6. Enable~~ '''~~Zapier Connector~~''' ~~custom feature on your custom features page. ~~

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

[[File:~~Quick connect zapier~~.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/~~Quick_connect_zapier~~.png]]

:7. ~~Or you can choose a manual connection by credentials~~.

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

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

[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]

[[File:~~Add connection zapeir side~~.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/~~Add_connection_zapeir_side~~.png]]

~~- Select SimplyBook~~.~~me ~~

:7. Choose the desired trigger and the account that you have previously connected. Click "Continue".

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

[[File:Zapier new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]

[[File:Zapier ~~manual connection~~ new.png|1200px|border | center|link=https://help.simplybook.me/images/c/c3/~~Zapier_manual_connection_new~~.png]]

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

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

~~[[File:Credentials on zapier side new.png|1200px|border | center|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new~~.~~png]]~~

:8. Now select MailChimp as an action app and select the action that will take place when the trigger works.

:9. Now select MailChimp as an action app and select the action that will take place when the trigger works.

[[File:Select mailchimp.png|border|center]]

[[File:Select action on mailchimp side.png|border|center]]

:9. Connect your MailChimp account.

:10. Connect your MailChimp account.

[[File:Log in to mailchimp.png|border|center]]

:10. Set the required fields depending on the action you have selected.

:11. Set the required fields depending on the action you have selected.

[[File:Mailchimp template.png|border|center]]

:11. Confirm your choices and turn the Zap on.

:12. Confirm your choices and turn the Zap on.

@@ Line 13: / Line 13: @@
 :2. Create an account at <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://zapier.com/ Zapier.com],</span> it only takes 1 minute.
 <br><br>
-:3. As well make sure you have <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Zapier_Connector_custom_feature|Zapier Connector]]</span> custom feature turned on in your SimplyBook.me account.
+:3. 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.
+[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
 <br><br>
-:4. After logging into Zapier select to create a new ZAP by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button at the top.
+:4. Connect to your Zapier account using the ‘’’Quick connect’’’ option
-[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
+[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
 <br><br>
-:5. Next <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">choose a trigger app</span> - put SimplyBook in the searchbox to find and select it.
+:5. Click on '''+ Create Zap''' button.
-<br><br>
+[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
-[[File:Select simpybook as trigger.png|border|center]]
-<br><br>
-[[File:Select trigger sbm.png |border|center]]
-<br><br>
-:6. Enable '''Zapier Connector''' custom feature on your custom features page.<br>
-Connect to your Zapier account using the ‘’’Quick connect’’’ option there.
-[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
 <br><br>
-:7. Or you can choose a manual connection by credentials.
+:6. In the popup that appears find SimplyBook.me in the list of apps to connect to.
-- Go to Zapier.com -> App connections page and click on “Add connection” button<br>
+[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
-[[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>
+:7. Choose the desired trigger and the account that you have previously connected. Click "Continue".
-- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
+[[File:Zapier new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]
-[[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.
+:8. Test your trigger, select the sample record and proceed to the action step.
-[[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>
-:8. Now <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select MailChimp as an action app</span> and select the action that will take place when the trigger works.
+:9. Now <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select MailChimp as an action app</span> and select the action that will take place when the trigger works.
 [[File:Select mailchimp.png|border|center]]
 <br><br>
 [[File:Select action on mailchimp side.png|border|center]]
 <br><br>
-:9. Connect <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your MailChimp account.</span>
+:10. Connect <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your MailChimp account.</span>
 [[File:Log in to mailchimp.png|border|center]]
 <br><br>
-:10. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set the required fields</span> depending on the action you have selected.
+:11. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set the required fields</span> depending on the action you have selected.
 [[File:Mailchimp template.png|border|center]]
 <br><br>
-:11. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
+:12. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
 <br><br><br><br>