SimplyBook.me

Email notifications with Zapier: Difference between revisions

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'''How to set it up'''<br><br>
'''How to set it up'''<br><br>
:'''1'''. Log in into your Zapier account, go to "Zaps" page and click on "Make a Zap" or "Make a New Zap"
:'''1'''. Log in into your Zapier account and click on "Create" to add a new zap.


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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]]
[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
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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.
:'''3'''. On the next step please connect your SimplyBook.me account. Enable [[Custom_Features#Zapier_Connector |Zapier connector]] custom feature.<br>
[[File:Zapier redesigned connect simplybook account.png|1200px |center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
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]]
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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]]
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:- 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]]
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:- 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]]
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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.
[[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 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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:'''7'''. Now you come to template step.
:'''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>
:Please use available variables by clicking on the textbox ands selecting the necessary ones from the list.<br>
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