Zapier Connector custom feature/de: Difference between revisions

'''Please note!'''

* Available data depends on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | custom features]]</span> enabled;

* 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>);

* 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;

* 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;

* Comment change doesn't launch any trigger;

* 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;

* 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_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.

'''6 triggers''' are now available:<br>

• ''New booking'' - launches when new booking is created in SimplyBook.me account;<br>

• ''Booking change'' - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>

• ''Booking cancellation'' - launches upon booking cancellation;<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>

• ''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>

• ''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).

;'''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).

<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</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#Status |Status]]</span> (name, description, color);

* <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#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#Service_Categories |Service Categories]]</span> (category name, category 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#Intake_Forms |Intake Forms]]</span> (answers).

<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:

* Client ID;

* Client name;

* Client email;  

* Client phone;  

* Client address;

* 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);

* Client registration date.

<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New Offer/Invoice triggers</span>:

* Order ID;  

* Client name / email / phone;  

* Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);

* Order amount and currency;

* Discount amount;

* Order date and time;

* Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);

* Payment processor (delay, cash, credit card, wire transfer);

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

;How to use:

: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.

: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.

:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>

:4. Select the desirable trigger.

:5. Connect SimplyBook.me account.

:6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.

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

:8. 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.

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