SimplyBook.me

Zapier Connector custom feature/fr: Difference between revisions

← Older edit
VisualWikitext
FuzzyBot (talk | contribs)
5,030 edits
Updating to match new version of source page
Created page with "<br><br> ;Comment l'utiliser : :1. Activez la fonctionnalité personnalisée <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connecteur Zapier</span> sur la page <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fonctionnalités personnalisées</span> de SimplyBook.me. 1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png <br><br> :2..."
 
(4 intermediate revisions by the same user not shown)
Line 8: Line 8:




<div lang="en" dir="ltr" class="mw-content-ltr">
<div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
<div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
'''Please note!'''
'''Remarque importante :'''
* Available data depends on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | custom features]]</span> enabled;
* Les données disponibles dépendent des <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | fonctionnalités personnalisées]]</span> activées ;
* It doesn't work if 2-step authentication is enabled (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HIPAA |HIPAA]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Google_Authenticator | Google Authenticator]]</span>);
* Ne fonctionne pas si l’authentification à deux facteurs est activée (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HIPAA |HIPAA]]</span> ou <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Google_Authenticator | Google Authenticator]]</span>) ;
* New client trigger doesn't work with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Import_Clients |Import clients]]</span> feature, but works correctly if 1 client is added manually in admin interface;
* Le déclencheur « Nouveau client » ne fonctionne pas avec la fonctionnalité <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Import_Clients |Importer des clients]]</span>, mais fonctionne correctement lorsqu’un client est ajouté manuellement dans l’interface d’administration ;
* Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking;
* Les informations liées aux <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |abonnements]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotions]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |forfaits]]</span>, ou <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |produits]]</span> ne sont pas envoyées car elles concernent la facture et non la réservation ;
* Comment change doesn't launch any trigger;
* Les modifications de commentaires ne déclenchent aucune action ;
* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use paid Zapier account(please check current pricing with them and if it includes multi-step zaps), as Search step is needed to find the record in action app;
* Pour utiliser les déclencheurs de modification ou d’annulation de réservation et mettre à jour les données dans l’application Action, un compte payant Zapier est requis (vérifiez leurs tarifs et si les zaps multi-étapes sont inclus), car une étape de recherche est nécessaire ;
* 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);
* Si des éléments sont ajoutés dans l’interface admin après la création du zap, cliquez sur « Get more samples » à l’étape Trigger -> « Test this step » dans Zapier pour obtenir les nouveaux champs disponibles (le modèle de zap devra être modifié) ;
* Invoice data can be sent with New Invoice trigger;
* Les données de facturation peuvent être envoyées avec le déclencheur « Nouvelle facture » ;
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_with_Encryption_custom_feature |SOAP]]</span> data is not sent;
* Les données <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_with_Encryption_custom_feature |SOAP]]</span> ne sont pas transmises ;
* <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;
* Les informations fiscales (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |TVA]]</span>) ne sont pas envoyées ; le <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |prix du service]]</span> est indiqué sans taxes ;
* 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.
* Cela ne fonctionne pas si les fonctionnalités <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accepter les paiements]]</span> et <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approuver les réservations]]</span> sont activées et que des réservations groupées sont partiellement approuvées.
</div>
</div>
</div>


<div lang="en" dir="ltr" class="mw-content-ltr">
<br><br>
<br><br>
'''6 triggers''' are now available:<br>
'''6 déclencheurs''' sont disponibles :<br>
• ''New booking'' - launches when new booking is created in SimplyBook.me account;<br>
• ''Nouvelle réservation'' – déclenchée lorsqu’une nouvelle réservation est créée ;<br>
• ''Booking change'' - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>
• ''Modification de réservation'' – déclenchée lorsqu’une réservation est modifiée (date/heure/service/fournisseur/statut/formulaires) ;<br>
• ''Booking cancellation'' - launches upon booking cancellation;<br>
• ''Annulation de réservation'' – déclenchée lorsqu’une réservation est annulée ;<br>
• ''New client'' - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.<br>
• ''Nouveau client'' – déclenchée lorsqu’un nouveau client est ajouté, via une réservation ou manuellement par l’administrateur ;<br>
• ''New Offer'' - launches when any new offer is created 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).<br>
• ''Nouvelle offre'' – déclenchée lorsqu’une offre est créée (nécessite que la fonctionnalité <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accepter les paiements]]</span> soit activée) ;<br>
• ''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).
• ''Nouvelle facture'' – déclenchée lorsqu’une facture est créée et payée (fonctionnalité d’acceptation des paiements activée).
</div>


<div lang="en" dir="ltr" class="mw-content-ltr">
<br><br>
<br><br>
</div>


<div lang="en" dir="ltr" class="mw-content-ltr">
;'''Données disponibles :'''
;'''Available data:'''
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Pour les déclencheurs liés aux réservations (Nouvelle réservation, Modification, Annulation) :</span><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Fonctionnalité de base (sans modules personnalisés) :</span>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>:
*Entreprise (identifiant, nom, email, téléphone),
*Company (login, name, email, phone),
*Service (nom, description, durée, temps tampon),
*Service (name, description, duration, buffer time),
*Fournisseur (nom, description, email, téléphone),
*Provider (name, description, email, phone),
*Informations client (nom, email, téléphone, adresse, fuseau horaire),
*Client information (name, email, phone, address, timezone),
*Code de réservation (si confirmé, date/heure de début et de fin).
*Booking code (if booking is confirmed, start/end date/time).
<br><br>
<br><br>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Données issues des fonctionnalités personnalisées :</span>
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accepter les paiements]]</span> (prix du service, devise) ;
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Statut]]</span> (nom, description, couleur) ;
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approuver les réservations]]</span> (statut d’approbation : approuvé ou annulé) ;
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multi-sites]]</span> (nom de l’emplacement, adresse (avec coordonnées), téléphone, description) ;
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Catégories de services]]</span> (nom, description) ;
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Compléments de service]]</span> (nom, prix) ;
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Formulaires personnalisés]]</span> (réponses).
<br><br>
<br><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Pour le déclencheur "Nouveau client" :</span>
* Client ID;
* ID client ;
* Client name;
* Nom ;
* Client email;  
* Email ;
* Client phone;  
* Téléphone ;
* Client address;
* Adresse ;
* If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled);
* Si le client est bloqué (si la fonctionnalité <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Connexion client]]</span> est activée) ;
* Client registration date.
* Date d’enregistrement.
<br><br>
<br><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New Offer/Invoice triggers</span>:
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Pour les déclencheurs "Nouvelle offre" / "Nouvelle facture" :</span>
* Order ID;  
* ID de commande ;
* Client name / email / phone;  
* Nom / email / téléphone du client ;
* Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);
* Description de l’offre / facture (liste des articles, informations de réduction : carte cadeau / coupon / forfait utilisé) ;
* Order amount and currency;
* Montant de la commande et devise ;
* Discount amount;
* Montant de la réduction ;
* Order date and time;
* Date et heure de la commande ;
* Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);
* Numéro de l’offre ou de la facture dans SimplyBook.me (O-XXXXXX ou I-XXXXXX) ;
* Payment processor (delay, cash, credit card, wire transfer);
* Méthode de paiement (différé, espèces, carte, virement) ;
* Payment status (paid, pending) and if payment is received.
* Statut du paiement (payé, en attente) et si le paiement a été reçu.
</div>


<div lang="en" dir="ltr" class="mw-content-ltr">
<br><br>
<br><br>
;How to use:
;Comment l'utiliser :
:1. 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.
:1. Activez la fonctionnalité personnalisée <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connecteur Zapier</span> sur la page <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fonctionnalités personnalisées</span> de SimplyBook.me.
[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
<br><br>
<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.
:2. Créez un nouveau Zap en cliquant sur le bouton <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> dans Zapier.
[[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]]
[[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]]
<br><br>
<br><br>
:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
:3. Recherchez SimplyBook dans l’étape <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger</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]]
[[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>
<br><br>
:4. Select the desirable trigger.
:4. Sélectionnez le déclencheur souhaité.
[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]
[[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>
<br><br>
:5. Connect SimplyBook.me account.
:5. Connectez votre compte SimplyBook.me.
[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
[[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>
<br><br>
:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
:6. Cliquez sur <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continuer</span> pour tester cette étape.
[[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]]
[[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>
<br><br>
:7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
:7. Ajoutez l’étape d’action et recherchez l’application à connecter.
[[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]]
[[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>
<br><br>
:8. Connect this application account and setup the template using the available data mentioned above.
:8. Connectez le compte de cette application et configurez le modèle à l’aide des données disponibles mentionnées ci-dessus.
<br><br>
<br><br>
:9. You can test this step operation as well if necessary or skip it.
:9. Testez cette étape si nécessaire ou passez-la.
<br><br>
<br><br>
:10. Finish the setup, add Zap name and turn it on.
:10. Finalisez la configuration, nommez votre Zap et activez-le.
[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
<br><br>
<br><br>
</div>
Retrieved from "https://help.simplybook.me/index.php?title=Zapier_Connector_custom_feature/fr"