Zapier Connector custom feature: Difference between revisions

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{{#seo:

|title=Accept Payments Custom Feature - SimplyBook.me

|description=~~Automate tasks by connecting~~ SimplyBook.me with Zapier. ~~Integrate hundreds of apps for seamless~~ workflows. ~~Enable it now!~~

|description=Connect SimplyBook.me with 1000+ apps via Zapier. Automate workflows with triggers: new booking, cancellation, client added. Send data to CRMs, sheets, tools.

|titlemode=append

|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, setup, setup help, support, help content, zapier, zapier integration, zapier connection, trigger

}}

</translate>

[[File:Zapier icon.png | left]]

Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.

[https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.

</translate>

'''Please note!'''

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* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);

* Invoice data can be sent with New Invoice trigger;

* [[~~SOAP_custom_feature~~ |SOAP]] data is not sent;

* [[SOAP_with_Encryption_custom_feature |SOAP]] data is not sent;

* [[Custom_Features#Accept_Payments |Tax]] information is not sent, [[Custom_Features#Accept_Payments |service price]] is shown without taxes added;

* It doesn't work if both [[Custom_Features#Accept_Payments |Accept payments]] and [[Custom_Features#Approve_Bookings |Approve bookings]] are enabled, and batch bookings are partially approved.

</div>

'''6 triggers''' are now available:

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• ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when [[Custom_Features#Accept_Payments |Accept payments]] custom feature is enabled).

'''6 actions''' can now be used:

- ''Get booking'' - allows to get booking details by id

- ''Get client'' - allows to get client details by id

- ''Create booking'' - allows to create a new booking record

- ''Create client'' - allows to create a new client record

- ''Cancel booking'' - allows to cancel booking by id

;'''Available data:'''

For booking-related triggers(New booking, Booking change, Booking cancellation):

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* Payment status (paid, pending) and if payment is received.

;How to use:

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

~~:2. Create new Zap by clicking on~~ <~~span style="background~~-~~color~~:~~#d4f8e5; padding:5px; border~~-~~radius~~:~~5px;">Make a Zap button in~~ Zapier ~~interface.~~

[[File:~~Zapier redesigned create new zap from dashboard~~.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/~~Zapier_redesigned_create_new_zap_from_dashboard~~.png]]

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

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

:3. Look for Simplybook in Trigger step.

:3. Or you can choose a manual connection by credentials.

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

[[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

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

[[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.

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

:4. Now you can create a new Zap by clicking on Create button in Zapier interface.

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

:5. Look for Simplybook in Trigger step.

[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]

:4. Select the desirable trigger.

:6. Select the desirable trigger.

[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]

:5. Connect SimplyBook.me account.

:7. Connect SimplyBook.me account.

[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]

:6. Click Continue to test this step.

:8. Click Continue to test this step.

[[File:Zapier redesigned continue to test trigger step.png|1200px|border | center|link=https://help.simplybook.me/images/b/be/Zapier_redesigned_continue_to_test_trigger_step.png]]

:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.

:9. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.

[[File:Zapier redesigned search for the action app.png|1200px|border | center|link=https://help.simplybook.me/images/9/95/Zapier_redesigned_search_for_the_action_app.png]]

:8. Connect this application account and setup the template using the available data mentioned above.

:10. Connect this application account and setup the template using the available data mentioned above.

:9. You can test this step operation as well if necessary or skip it.

:11. You can test this step operation as well if necessary or skip it.

:10. Finish the setup, add Zap name and turn it on.

:12. Finish the setup, add Zap name and turn it on.

[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]

</translate>

@@ Line 1: / Line 1: @@
 <languages/>
 <translate>
+<!--T:1-->
 {{#seo:
 |title=Accept Payments Custom Feature - SimplyBook.me
-|description=Automate tasks by connecting SimplyBook.me with Zapier. Integrate hundreds of apps for seamless workflows. Enable it now!
+|description=Connect SimplyBook.me with 1000+ apps via Zapier. Automate workflows with triggers: new booking, cancellation, client added. Send data to CRMs, sheets, tools.
 |titlemode=append
 |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, setup, setup help, support, help content, zapier, zapier integration, zapier connection, trigger
 }}
 </translate>
+<translate>
+<!--T:2-->
 [[File:Zapier icon.png | left]]
 Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.
 [https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.
+</translate>
+<translate>
+<!--T:3-->
 <div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
 '''Please note!'''
@@ Line 26: / Line 31: @@
 * If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);
 * Invoice data can be sent with New Invoice trigger;
-* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_custom_feature |SOAP]]</span> data is not sent;
+* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_with_Encryption_custom_feature |SOAP]]</span> data is not sent;
 * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added;
 * It doesn't work if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved.
 </div>
+<!--T:4-->
 <br><br>
 '''6 triggers''' are now available:<br>
@@ Line 40: / Line 46: @@
 • ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).
+<!--T:5-->
 <br><br>
+'''6 actions''' can now be used:<br>
+- ''Get booking'' - allows to get booking details by id<br>
+- ''Get client'' - allows to get client details by id<br>
+- ''Create booking'' -  allows to create a new booking record<br>
+- ''Create client'' -  allows to create a new client record<br>
+- ''Cancel booking'' -  allows to cancel booking by id<br>
+<!--T:6-->
+<br><br>
 ;'''Available data:'''
 <span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
@@ Line 80: / Line 95: @@
 * Payment status (paid, pending) and if payment is received.
+<!--T:7-->
 <br><br>
 ;How to use:
@@ Line 85: / Line 101: @@
 [[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
 <br><br>
-:2. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface.
-[[File:Zapier redesigned create new zap from dashboard.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]]
+<!--T:8-->
+:2. Connect to your Zapier account using the ‘’’Quick connect’’’ option
+[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
 <br><br>
-:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
+:3. Or you can choose a manual connection by credentials.
+- Go to Zapier.com -> App connections page and click on “Add connection” button<br>
+[[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>
+- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
+[[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.
+[[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>
+:4. Now you can create a new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create</span> button in Zapier interface.
+[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
+<br><br>
+:5. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
 [[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]
 <br><br>
-:4. Select the desirable trigger.
+:6. Select the desirable trigger.
 [[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]
 <br><br>
-:5. Connect SimplyBook.me account.
+:7. Connect SimplyBook.me account.
 [[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
 <br><br>
-:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
+:8. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
 [[File:Zapier redesigned continue to test trigger step.png|1200px|border | center|link=https://help.simplybook.me/images/b/be/Zapier_redesigned_continue_to_test_trigger_step.png]]
 <br><br>
-:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
+:9. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
 [[File:Zapier redesigned search for the action app.png|1200px|border | center|link=https://help.simplybook.me/images/9/95/Zapier_redesigned_search_for_the_action_app.png]]
 <br><br>
-:8. Connect this application account and setup the template using the available data mentioned above.
+:10. Connect this application account and setup the template using the available data mentioned above.
 <br><br>
-:9. You can test this step operation as well if necessary or skip it.
+:11. You can test this step operation as well if necessary or skip it.
 <br><br>
-:10. Finish the setup, add Zap name and turn it on.
+:12. Finish the setup, add Zap name and turn it on.
 [[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
 <br><br>
+</translate>