Zapier integration wit SBPay.me: Difference between revisions
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{{#seo: | |||
|title=Zapier integration with SBPay.me - SimplyBook.me | |||
|description=Integrate SBPay.me with Zapier for automated payment processing. Simplify transactions and workflows. Learn how here! | |||
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, custom booking page link, domain name, custom domain name, custom url | |||
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[[File:Zapier-Logo-upd.png|50px|left]] Connect SBPay.me to 2,000+ other web services with the help of [https://zapier.com/apps Zapier] integration. Set up the connections in minutes with no coding to automate your day-to-day tasks and build workflows between important apps. Choose SBPay.me as a trigger app and set the transactions and invoices data to the systems that you frequently use. | [[File:Zapier-Logo-upd.png|50px|left]] Connect SBPay.me to 2,000+ other web services with the help of [https://zapier.com/apps Zapier] integration. Set up the connections in minutes with no coding to automate your day-to-day tasks and build workflows between important apps. Choose SBPay.me as a trigger app and set the transactions and invoices data to the systems that you frequently use. | ||
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==Available triggers:== | ==Available triggers:== | ||
* Payment Created; | * Payment Created; | ||
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* Invoice Voided. | * Invoice Voided. | ||
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==Available data (payment triggers):== | ==Available data (payment triggers):== | ||
* transaction id; | * transaction id; | ||
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* tags. | * tags. | ||
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==Available data (invoice triggers):== | ==Available data (invoice triggers):== | ||
* invoice number; | * invoice number; | ||
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* tags. | * tags. | ||
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==How to set:== | ==How to set:== | ||
1. Enable Zapier custom feature in your SBPay.me interface.<br> | 1. Enable Zapier custom feature in your SBPay.me interface.<br> | ||
[[File:Zapier sbpay enable path.png|1200px|center|link=https://help.simplybook.me/images/7/75/Zapier_sbpay_enable_path.png]] | [[File:Zapier sbpay enable path.png|1200px|center|link=https://help.simplybook.me/images/7/75/Zapier_sbpay_enable_path.png]] | ||
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2. Navigate to '''Users''' page and click on '''New user'''.<br> | 2. Navigate to '''Users''' page and click on '''New user'''.<br> | ||
[[File:Sbpay new user path.png|1200px|center|link=https://help.simplybook.me/images/c/cc/Sbpay_new_user_path.png]] | [[File:Sbpay new user path.png|1200px|center|link=https://help.simplybook.me/images/c/cc/Sbpay_new_user_path.png]] | ||
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3. Create one more users with '''Admin''' access level. (use '''New user''' button to save the new user).<br> | 3. Create one more users with '''Admin''' access level. (use '''New user''' button to save the new user).<br> | ||
[[File:Create new admin user sbpay.png|1200px|center|link=https://help.simplybook.me/images/0/0a/Create_new_admin_user_sbpay.png]] | [[File:Create new admin user sbpay.png|1200px|center|link=https://help.simplybook.me/images/0/0a/Create_new_admin_user_sbpay.png]] | ||
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4. Log in as this admin user to your SBPay.me account. | 4. Log in as this admin user to your SBPay.me account. | ||
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5. Log in to your [https://zapier.com/app/login Zapier account] or create a new one. | 5. Log in to your [https://zapier.com/app/login Zapier account] or create a new one. | ||
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6. Create new Zap by clicking on '''Create''' and then '''Zaps''' button in Zapier interface.<br> | 6. Create new Zap by clicking on '''Create''' and then '''Zaps''' button in Zapier interface.<br> | ||
[[File:Create new zap path.png|1200px|center|link=https://help.simplybook.me/images/2/27/Create_new_zap_path.png]] | [[File:Create new zap path.png|1200px|center|link=https://help.simplybook.me/images/2/27/Create_new_zap_path.png]] | ||
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7. Look for SBPay.me in Trigger step or use [https://zapier.com/apps/sbpayme/integrations this link].<br> | 7. Look for SBPay.me in Trigger step or use [https://zapier.com/apps/sbpayme/integrations this link].<br> | ||
[[File:Sbpay app in zapier.png|1200px|center|link=https://help.simplybook.me/images/d/dd/Sbpay_app_in_zapier.png]] | [[File:Sbpay app in zapier.png|1200px|center|link=https://help.simplybook.me/images/d/dd/Sbpay_app_in_zapier.png]] | ||
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8. Select the desirable trigger.<br> | 8. Select the desirable trigger.<br> | ||
[[File:Select trigger in Zapier.png|1200px|center|link=https://help.simplybook.me/images/8/86/Select_trigger_in_Zapier.png]] | [[File:Select trigger in Zapier.png|1200px|center|link=https://help.simplybook.me/images/8/86/Select_trigger_in_Zapier.png]] | ||
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9. Proceed to connecting SBPay.me account.<br> | 9. Proceed to connecting SBPay.me account.<br> | ||
[[File:Connect sbpay account path in zapier.png|1200px|center|link=https://help.simplybook.me/images/8/82/Connect_sbpay_account_path_in_zapier.png]] | [[File:Connect sbpay account path in zapier.png|1200px|center|link=https://help.simplybook.me/images/8/82/Connect_sbpay_account_path_in_zapier.png]] | ||
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10. In the popup window that appears please enter your SBPay.me '''company login'''.<br> | 10. In the popup window that appears please enter your SBPay.me '''company login'''.<br> | ||
[[File:Company login to sbpay.png|1200px|center|link=https://help.simplybook.me/images/b/ba/Company_login_to_sbpay.png]] | [[File:Company login to sbpay.png|1200px|center|link=https://help.simplybook.me/images/b/ba/Company_login_to_sbpay.png]] | ||
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11. In the SBPay.me interface navigate to '''Settings''' -> '''API keys''' and click on "View keys".<br> | 11. In the SBPay.me interface navigate to '''Settings''' -> '''API keys''' and click on "View keys".<br> | ||
[[File:Api keys path sbpay.png|1200px|center|link=https://help.simplybook.me/images/7/7f/Api_keys_path_sbpay.png]] | [[File:Api keys path sbpay.png|1200px|center|link=https://help.simplybook.me/images/7/7f/Api_keys_path_sbpay.png]] | ||
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12. Confirm the action by entering your password and you will get access to the keys. | 12. Confirm the action by entering your password and you will get access to the keys. | ||
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13. Copy '''Authentication Token''' and paste it to the corresponding field on Zapier side.<br> | 13. Copy '''Authentication Token''' and paste it to the corresponding field on Zapier side.<br> | ||
[[File:Copy sbpay api keys.png|1200px|center|link=https://help.simplybook.me/images/0/06/Copy_sbpay_api_keys.png]] | [[File:Copy sbpay api keys.png|1200px|center|link=https://help.simplybook.me/images/0/06/Copy_sbpay_api_keys.png]] | ||
[[File:Auth token to sbpay.png|1200px|center|link=https://help.simplybook.me/images/0/0e/Auth_token_to_sbpay.png]] | [[File:Auth token to sbpay.png|1200px|center|link=https://help.simplybook.me/images/0/0e/Auth_token_to_sbpay.png]] | ||
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14. Click Continue to test this step. | 14. Click Continue to test this step. | ||
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15. Proceed to adding the Action step and search for the app you wish to connect SBPay.me to.<br> | 15. Proceed to adding the Action step and search for the app you wish to connect SBPay.me to.<br> | ||
For example: | For example: | ||
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[[File:Zapier variables use example.png|1200px|center|link=https://help.simplybook.me/images/2/24/Zapier_variables_use_example.png]] | [[File:Zapier variables use example.png|1200px|center|link=https://help.simplybook.me/images/2/24/Zapier_variables_use_example.png]] | ||
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16. Connect this application account and setup the template using the available data mentioned above. | 16. Connect this application account and setup the template using the available data mentioned above. | ||
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17. You can test this step operation as well if necessary or skip it. | 17. You can test this step operation as well if necessary or skip it. | ||
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18. Finish the setup, add Zap name and turn it on. | 18. Finish the setup, add Zap name and turn it on. | ||
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==Synchronize old records== | ==Synchronize old records== | ||
You can synchronize old records for the selected event and date range to trigger the action in Zapier.<br><br> | You can synchronize old records for the selected event and date range to trigger the action in Zapier.<br><br> | ||
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1. Navigate to '''Custom features''' -> '''Zapier''' in your SBPay.me interface. | 1. Navigate to '''Custom features''' -> '''Zapier''' in your SBPay.me interface. | ||
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2. In '''Sync records for event''' please select the events type that you would like to sync and the date range in the next fields.<br> | 2. In '''Sync records for event''' please select the events type that you would like to sync and the date range in the next fields.<br> | ||
[[File:Zapier sbpay sync old events select type.png|1200px|center|link=https://help.simplybook.me/images/d/d9/Zapier_sbpay_sync_old_events_select_type.png]] | [[File:Zapier sbpay sync old events select type.png|1200px|center|link=https://help.simplybook.me/images/d/d9/Zapier_sbpay_sync_old_events_select_type.png]] | ||
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3. Click '''Synchronize records'''.<br> | 3. Click '''Synchronize records'''.<br> | ||
[[File:Zapeir sbpay sync old records option.png|1200px|center|link=https://help.simplybook.me/images/9/99/Zapeir_sbpay_sync_old_records_option.png]] | [[File:Zapeir sbpay sync old records option.png|1200px|center|link=https://help.simplybook.me/images/9/99/Zapeir_sbpay_sync_old_records_option.png]] | ||
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