Difference between revisions of "Email notifications with Zapier"

From SimplyBook.me
 
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Sometimes you may need confirmation emails to be sent to more than one email address.<br>
 
Sometimes you may need confirmation emails to be sent to more than one email address.<br>
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Unfortunately there is no such feature in the system, but you can use Zapier to achieve it.
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And you can use Zapier to achieve it.
 
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'''How to set it up'''<br><br>
 
'''How to set it up'''<br><br>
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:'''1'''. Log in into your Zapier account, go to dashboard page and click on "Make a Zap" or "Make a New Zap"
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:'''1'''. Log in into your Zapier account, go to "Zaps" page and click on "Make a Zap" or "Make a New Zap"
  
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[[File:Zapier dashboard.png | center]]
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[[File:Zapier redesigned create new zap from dashboard.png|1200px | center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]
 
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:'''2'''. Now you will set up the trigger step. The trigger itself is new booking so please type "SimplyBook" in the search box and select this option. Save this step.
 
:'''2'''. Now you will set up the trigger step. The trigger itself is new booking so please type "SimplyBook" in the search box and select this option. Save this step.
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[[File:Trigger setting.png |center]]
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[[File:Zapier redesigned choose trigger event.png|1200px |center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]
 
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:'''3'''. On the next step please connect your SimplyBook.me account. Use the same credentials as when you log in to your SimplyBook.me account. Save this step.
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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.
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[[File:Connect simplybook.png |center]]
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[[File:Zapier redesigned connect simplybook account.png|1200px |center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.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>
 
''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>
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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.
 
:'''4'''. Now you will be setting up actions step and as it is related to emails please find Gmail option using searchbox.
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[[File:Connect gmail.png |center]]
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[[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]]
 
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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.
 
:'''5'''. From the list of available actions please choose "Send email" and connect Gmail account that will be used for sending notifications.
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[[File:Gmail action.png |center]]
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[[File:Zapier redesigned send email action.png|1200px |center|link=https://help.simplybook.me/images/a/ac/Zapier_redesigned_send_email_action.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.
 
:'''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.
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[[File:Add recipients.png |center]]
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[[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.
 
:'''7'''. Now you come to template step.
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:Please use available variables by clicking on "+" icon on thee right side.<br>
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: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.
 
:Here you can see the example how notification template can be set up.
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[[File:Template setup.png | center]]
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[[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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:'''8'''. After you save your settings you can send test email to see how it will look like.<br>
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:'''8'''. Now you can turn your Zap on. It will send emails automatically to the indicated addresses when new booking is received by SimplyBook.me system.
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:Now you can name your Zap and turn it on. And it will send emails automatically to indicated addresses when new booking is received by SimplyBook.me system.
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[[File:Zapier redesigned enable zap.png|1200px|center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
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[[File:Last step.png |center]]
 
 
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Latest revision as of 13:16, 18 August 2022



Sometimes you may need confirmation emails to be sent to more than one email address.
And you can use Zapier to achieve it.

How to set it up

1. Log in into your Zapier account, go to "Zaps" page and click on "Make a Zap" or "Make a New Zap"
Zapier redesigned create new zap from dashboard.png



2. Now you will set up the trigger step. The trigger itself is new booking so please type "SimplyBook" in the search box and select this option. Save this step.
Zapier redesigned choose trigger event.png



3. On the next step please connect your SimplyBook.me account. Enable 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.
Zapier redesigned connect simplybook account.png



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.

4. Now you will be setting up actions step and as it is related to emails please find Gmail option using searchbox.
Zapier redesigned gmail as action app.png



5. From the list of available actions please choose "Send email" and connect Gmail account that will be used for sending notifications.
Zapier redesigned send email action.png



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.
Zapier redesigned setup the email addresses.png



7. Now you come to template step.
Please use available variables by clicking on the textbox ands selecting the necessary ones from the list.
Here you can see the example how notification template can be set up.
Zapier redesigned setup the email template.png



8. Now you can turn your Zap on. It will send emails automatically to the indicated addresses when new booking is received by SimplyBook.me system.
Zapier redesigned enable zap.png



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