SimplyBook.me

Zapier Connector custom feature/da: Difference between revisions

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Created page with "<br><br> '''6 triggere''' er tilgængelige i øjeblikket:<br> • ''Ny booking'' – udløses, når en ny booking oprettes i SimplyBook.me;<br> • ''Bookingændring'' – udløses, når en booking ændres (dato/tid/ydelse/udbyder/status/svar på formularer);<br> • ''Bookingannullering'' – udløses, når en booking annulleres;<br> • ''Ny klient'' – udløses, når en ny klient tilføjes, enten via booking eller manuelt af administratoren;<br> • ''Nyt tilbud''..."
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Created page with "==Sådan bruger du manuel forbindelse== :1. Du kan vælge manuel forbindelse via loginoplysninger. I dette tilfælde vil muligheden for at administrere Zaps inde i SimplyBook.me-interface ikke være tilgængelig. :2. Gå til Zapier.com -> App connections og klik på knappen “Add connection”<br> 1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png <br><br> :3. Vælg SimplyBook.me<br>..."
 
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<languages/>
<languages/>
{{#seo: |title=Accepter betalinger – tilpasset funktion – SimplyBook.me |description=Automatiser opgaver ved at forbinde SimplyBook.me med Zapier. Integrer hundredvis af apps for problemfri arbejdsgange. Aktiver det nu! |titlemode=tilføj |keywords=faq, ofte stillede spørgsmål, bookingssoftware, spørgsmål om aftalesystem, onlineaftaler, kalendersoftware, bookingsystem, bookingkalender, planlægningssoftware, online aftaleplanlægning, online planlægning, opsætning, hjælp til opsætning, support, hjælpeindhold, zapier, zapier-integration, zapier-forbindelse, trigger }}
{{#seo: |title=Accepter betalinger – tilpasset funktion – SimplyBook.me |description=Forbind SimplyBook.me med 1000+ apps via Zapier. Automatisér workflows med triggere: ny booking, annullering, klient tilføjet. Send data til CRM-systemer, regneark og andre værktøjer.|titlemode=tilføj |keywords=faq, ofte stillede spørgsmål, bookingssoftware, spørgsmål om aftalesystem, onlineaftaler, kalendersoftware, bookingsystem, bookingkalender, planlægningssoftware, online aftaleplanlægning, online planlægning, opsætning, hjælp til opsætning, support, hjælpeindhold, zapier, zapier-integration, zapier-forbindelse, trigger }}


[[File:Zapier icon.png|left]]
[[File:Zapier icon.png|left]]
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• ''Ny faktura'' – udløses, når en ny faktura oprettes og betales i SimplyBook.me (brugbar hvis funktionen er aktiveret).
• ''Ny faktura'' – udløses, når en ny faktura oprettes og betales i SimplyBook.me (brugbar hvis funktionen er aktiveret).


<div lang="en" dir="ltr" class="mw-content-ltr">
<br><br>
<br><br>
</div>
'''6 actions''' kan nu bruges:<br>
- ''Get booking'' – giver mulighed for at hente bookingdetaljer via id<br>
- ''Get client'' – giver mulighed for at hente klientdetaljer via id<br>
- ''Create booking'' – giver mulighed for at oprette en ny booking<br>
- ''Create client'' – giver mulighed for at oprette en ny klient<br>
- ''Cancel booking'' – giver mulighed for at annullere en booking 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>:
;'''Tilgængelige 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;">For bookingrelaterede triggere (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;">Basisfunktionalitet (ingen custom features aktiveret)</span>:
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
*Virksomhed (login, navn, email, 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);
*Service (navn, beskrivelse, varighed, buffertid),
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
*Udbyder (navn, beskrivelse, email, 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);
*Klientinformation (navn, email, telefon, adresse, tidszone),
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
*Bookingkode (hvis booking er bekræftet, start/slut dato og tid).
<br><br>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Data relateret til custom features</span>:
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (servicepris, valuta);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (navn, beskrivelse, farve);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (godkendelsesstatus: approved, canceled);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (lokationsnavn, lokationsadresse (med koordinater), lokationstelefon, lokationsbeskrivelse);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (kategorinavn, kategoribeskrivelse);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on navn, add-on pris);
* <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;">For New client trigger</span>:
* Client ID;
* Klient-ID;
* Client name;
* Klientnavn;
* Client email;  
* Klient email;  
* Client phone;  
* Klient telefon;  
* Client address;
* Klient 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);
* Om klienten er blokeret fra login (hvis <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature er aktiveret);
* Client registration date.
* Klientens registreringsdato.
<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;">For New Offer/Invoice triggere</span>:
* Order ID;  
* Ordre-ID;  
* Client name / email / phone;  
* Klientnavn / email / telefon;  
* Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used);
* Beskrivelse af tilbud/faktura (liste over bestilte varer, information om rabat: gavekort/kupon/pakke brugt);
* Order amount and currency;
* Ordrebeløb og valuta;
* Discount amount;
* Rabatbeløb;
* Order date and time;
* Ordredato og tid;
* Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX);
* Tilbuds-/fakturanummer i SimplyBook.me systemet (O-XXXXXX eller I-XXXXXX);
* Payment processor (delay, cash, credit card, wire transfer);
* Betalingsprocessor (delay, cash, credit card, wire transfer);
* Payment status (paid, pending) and if payment is received.
* Betalingsstatus (paid, pending) og om betaling er modtaget.
</div>


<div lang="en" dir="ltr" class="mw-content-ltr">
<br><br>
<br><br>
;How to use:
__FORCETOC__
: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.
==Sådan bruger du den indlejrede version==
:1. Aktivér <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> brugerdefineret funktion på siden <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> i din SimplyBook.me-konto.
[[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. Forbind til din Zapier-konto ved hjælp af ‘’’Quick connect’’’ muligheden
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
<br><br>
:3. Nu kan du administrere alle dine Zaps uden at forlade din SimplyBook.me-konto.
[[File:Zapier manage zaps in sb.png|1200px|border | center|link=https://help.simplybook.me/images/b/bd/Zapier_manage_zaps_in_sb.png]]
<br><br>
:4. Vælg '''Rediger''' ved siden af den, du tidligere har oprettet. Du kan omdøbe dem, redigere flows, aktivere eller deaktivere, slette hvis nødvendigt. Efter hver handling opdateres siden og viser de opdaterede Zap-oplysninger.
[[File:Edit zaps in sb.png|1200px|border | center|link=https://help.simplybook.me/images/c/cb/Edit_zaps_in_sb.png]]
<br><br>
:5. Hvis du vil oprette en ny, klik på knappen '''+ Create Zap'''.
[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
<br><br>
:6. I popup-vinduet der vises, find SimplyBook.me i listen over apps, der kan forbindes.
[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
<br><br>
:7. Vælg den ønskede trigger og den konto, du tidligere har forbundet. Klik på "Continue".
[[File:Zapier new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]
<br><br>
:8. Test din trigger, vælg eksempelposten og fortsæt til action-trinnet.
<br><br>
:9. Find den ønskede app, forbind den, test trinnet. Udgiv din Zap og luk popup-vinduet. Siden opdateres, og du vil se den aktiv (med en grøn prik) på din Zap-liste.
<br><br><br><br>
 
==Sådan bruger du manuel forbindelse==
:1. Du kan vælge manuel forbindelse via loginoplysninger. I dette tilfælde vil muligheden for at administrere Zaps inde i SimplyBook.me-interface ikke være tilgængelig.
:2. Gå til Zapier.com -> App connections og klik 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>
:3. Vælg SimplyBook.me<br>
:4. Kopiér virksomhedslogin, brugerlogin, generér og kopiér API-nøglen fra din 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>
:5. Indsæt dem i de tilsvarende felter på Zapier.com og klik på “Continue”. Kontoen forbindes.
[[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>
:6. Nu kan du oprette en ny Zap ved at klikke på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create</span>-knappen i Zapier-grænsefladen.
[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
<br><br>
<br><br>
:3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
:7. Søg 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.
:8. Vælg den ønskede 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.
:9. Vælg den SimplyBook.me-konto, du tidligere har forbundet.
[[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.
:10. Klik på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> for at teste dette trin.
[[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.
:11. Fortsæt med at tilføje action-trinnet og søg efter den app, du vil forbinde SimplyBook.me med.
[[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.
:12. Forbind denne applikationskonto og opsæt skabelonen ved hjælp af de tilgængelige data nævnt ovenfor.
<br><br>
<br><br>
:9. You can test this step operation as well if necessary or skip it.
:13. Du kan også teste dette trin, hvis det er nødvendigt, eller springe det over.
<br><br>
<br><br>
:10. Finish the setup, add Zap name and turn it on.
:14. Afslut opsætningen, tilføj et navn til din Zap og aktiver den.
[[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>
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