Zapier Connector custom feature/sv: Difference between revisions

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Created page with ":2. Anslut till ditt Zapier-konto via alternativet '''Quick connect''' 1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png <br><br> :3. Eller så kan du välja en manuell anslutning via inloggningsuppgifter. - Gå till Zapier.com → sidan App connections och klicka på knappen “Add connection”<br> File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/imag..."
 
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{{#seo: |title=Anpassa betalningar – SimplyBook.me |description=Automatisera uppgifter genom att ansluta SimplyBook.me till Zapier. Integrera hundratals appar för smidiga arbetsflöden. Aktivera det nu! |titlemode=lägg till |keywords=faq, vanliga frågor, bokningsprogramvara, frågor om bokningssystem, onlinebokningar, kalenderprogramvara, bokningssystem, bokningskalender, schemaläggningsprogramvara, onlinebokning, onlinebokning, installation, installationshjälp, support, hjälpinnehåll, zapier, zapier-integration, zapier-anslutning, trigger }}
{{#seo: |title=Anpassa betalningar – SimplyBook.me |description=Anslut SimplyBook.me till över 1000 appar via Zapier. Automatisera arbetsflöden med utlösare: ny bokning, avbokning, kund tillagd. Skicka data till CRM-system, kalkylblad och andra verktyg.|titlemode=lägg till |keywords=faq, vanliga frågor, bokningsprogramvara, frågor om bokningssystem, onlinebokningar, kalenderprogramvara, bokningssystem, bokningskalender, schemaläggningsprogramvara, onlinebokning, onlinebokning, installation, installationshjälp, support, hjälpinnehåll, zapier, zapier-integration, zapier-anslutning, trigger }}


[[File:Zapier icon.png|left]]
[[File:Zapier icon.png|left]]
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<div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
<div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
'''Please note!'''
'''Observera!'''
* Available data depends on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | custom features]]</span> enabled;
* Tillgängliga data beror på vilka <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | anpassade funktioner]]</span> som är aktiverade;
* 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>);
* Fungerar inte om tvåfaktorsautentisering är aktiverad (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HIPAA |HIPAA]]</span> eller <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;
* Triggern "Ny kund" fungerar inte med funktionen <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Import_Clients |Importera kunder]]</span>, men fungerar korrekt när en kund läggs till manuellt i adminpanelen;
* 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;
* Information om <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |medlemskap]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |kampanjer]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |paket]]</span> och <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |produkter]]</span> ingår inte eftersom de är kopplade till fakturering, inte bokning;
* Comment change doesn't launch any trigger;
* Kommentarändringar triggar inte något flöde;
* 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;
* För att använda triggers för ändring/avbokning och uppdatera information i action-appar behövs ett betalt Zapier-konto (kontrollera deras aktuella priser och om flerstegs-zaps ingår), eftersom ett söksteg krävs;
* 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);
* Om fler objekt läggs till i adminpanelen efter att zap:en skapats måste du klicka på "Get more samples" i Zapier under "Trigger step" "Test this step" för att hämta nya tillgängliga fält (zap-mallen bör uppdateras);
* Invoice data can be sent with New Invoice trigger;
* Fakturadata kan skickas med triggern "Ny faktura";
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_with_Encryption_custom_feature |SOAP]]</span> data is not sent;
* Data från <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_with_Encryption_custom_feature |SOAP]]</span> skickas inte;
* <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;
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Moms]]</span> skickas inte, och <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |servicepris]]</span> visas exklusive moms;
* 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.
* Fungerar inte om både <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Ta emot betalningar]]</span> och <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Godkänn bokningar]]</span> är aktiverade och gruppbokningar är delvis godkända.
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<br><br>
<br><br>
'''6 triggers''' are now available:<br>
'''6 triggers''' är tillgängliga:<br>
• ''New booking'' - launches when new booking is created in SimplyBook.me account;<br>
• ''Ny bokning'' – triggas när en ny bokning skapas;<br>
• ''Booking change'' - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>
• ''Bokningsändring'' – triggas när bokningen ändras (datum/tid/tjänst/leverantör/status/formulär);<br>
• ''Booking cancellation'' - launches upon booking cancellation;<br>
• ''Bokningsavbokning'' – triggas när en bokning avbokas;<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>
• ''Ny kund'' – triggas när en ny kund läggs till, antingen via ny bokning eller manuellt av administratör;<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>
• ''Nytt erbjudande'' – triggas när ett nytt erbjudande skapas (kräver <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Ta emot betalningar]]</span> aktiverat);<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).
• ''Ny faktura'' – triggas när en faktura skapas och betalas (kräver <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Ta emot betalningar]]</span> aktiverat).
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<br><br>
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'''6 actions''' kan nu användas:<br>
- ''Get booking'' – gör det möjligt att hämta bokningsdetaljer via id<br>
- ''Get client'' – gör det möjligt att hämta kunddetaljer via id<br>
- ''Create booking'' – gör det möjligt att skapa en ny bokning<br>
- ''Create client'' – gör det möjligt att skapa en ny kundpost<br>
- ''Cancel booking'' – gör det möjligt att avboka en bokning via id<br>


<div lang="en" dir="ltr" class="mw-content-ltr">
;'''Available data:'''
<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;">Basic functionality (no custom features enabled)</span>:
*Company (login, name, email, phone),
*Service (name, description, duration, buffer time),
*Provider (name, description, email, phone),
*Client information (name, email, phone, address, timezone),
*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>:
;'''Tillgänglig data:'''
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">För bokningsrelaterade triggers (New booking, Booking change, Booking cancellation):</span><br>
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Grundfunktionalitet (inga custom features aktiverade)</span>:
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
*Företag (login, namn, e-post, telefon),
* <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);
*Tjänst (namn, beskrivning, varaktighet, buffertid),
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
*Leverantör (namn, beskrivning, e-post, telefon),
* <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);
*Kundinformation (namn, e-post, telefon, adress, tidszon),
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
*Bokningskod (om bokningen är bekräftad, start/slutdatum och tid).
<br><br>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Data relaterad till custom features</span>:
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (tjänstepris, valuta);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (namn, beskrivning, färg);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (godkännandestatus: approved, canceled);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (platsnamn, platsadress (med koordinater), platstelefon, platsbeskrivning);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (kategorinamn, kategoribeskrivning);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (tilläggsnamn, tilläggspris);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (svar).
<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;">För New client trigger</span>:
* Client ID;
* Kund-ID;
* Client name;
* Kundnamn;
* Client email;  
* Kundens e-post;  
* Client phone;  
* Kundens telefon;  
* Client address;
* Kundens adress;
* 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);
* Om kunden är blockerad från att logga in (om <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature är aktiverad);
* Client registration date.
* Kundens registreringsdatum.
<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;">För New Offer/Invoice triggers</span>:
* Order ID;  
* Order-ID;  
* Client name / email / phone;  
* Kundnamn / e-post / telefon;  
* Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);
* Beskrivning av erbjudande/faktura (lista över beställda artiklar, information om rabatt: presentkort/kupong/paket använt);
* Order amount and currency;
* Orderbelopp och valuta;
* Discount amount;
* Rabattbelopp;
* Order date and time;
* Orderdatum och tid;
* Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);
* Erbjudande-/fakturanummer i SimplyBook.me-systemet (O-XXXXXX eller I-XXXXXX);
* Payment processor (delay, cash, credit card, wire transfer);
* Betalningsprocessor (delay, cash, credit card, wire transfer);
* Payment status (paid, pending) and if payment is received.
* Betalningsstatus (paid, pending) och om betalning har mottagits.
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<div lang="en" dir="ltr" class="mw-content-ltr">
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<br><br>
;How to use:
;'''Så använder du det:'''
: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. Aktivera <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature på din <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span>-sida i 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.
 
[[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. Anslut till ditt Zapier-konto via alternativet '''Quick connect'''
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
<br><br>
<br><br>
:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
:3. Eller så kan du välja en manuell anslutning via inloggningsuppgifter.
- Gå till Zapier.com → sidan App connections och klicka på knappen “Add connection”<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>
- Välj SimplyBook.me<br>
- Kopiera company login, user login och generera samt kopiera API-nyckeln från ditt SimplyBook.me-konto<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>
- Klistra in dem i motsvarande fält på Zapier.com-sidan och klicka på “Continue”. Kontot ansluts.
[[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. Nu kan du skapa en ny Zap genom att klicka på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create</span> i Zapier-gränssnittet.
[[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. Sök efter SimplyBook i <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]]
[[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.
:6. Välj önskad 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]]
[[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.
:7. Anslut SimplyBook.me-kontot.
[[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.
:8. Klicka på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> för att testa detta steg.
[[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.
:9. Fortsätt med att lägga till Action-steget och sök efter appen du vill ansluta SimplyBook.me till.
[[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.
:10. Anslut applikationens konto och konfigurera mallen med hjälp av de tillgängliga uppgifterna som nämns ovan.
<br><br>
<br><br>
:9. You can test this step operation as well if necessary or skip it.
:11. Du kan även testa detta steg vid behov eller hoppa över det.
<br><br>
<br><br>
:10. Finish the setup, add Zap name and turn it on.
:12. Slutför installationen, lägg till ett Zap-namn och aktivera det.
[[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]]
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