Email notifications with Zapier: Difference between revisions

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Sometimes you may need confirmation emails to be sent to more than one email address.

~~Unfortunately there is no such feature in the system, but~~ you can use Zapier to achieve it.

And you can use Zapier to achieve it.

'''How to set it up'''

:~~'''~~1~~'''~~. ~~Log in into your~~ Zapier ~~account, go to dashboard page and click~~ on "~~Make a Zap" or "Make a New Zap~~"

:1. Enable Zapier connector custom feature on your Custom features page on SimplyBook.me side.

[[File:Zapier ~~dashboard~~.png | center]]

[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]

</translate>

:2. 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]]

:'''2'''~~. Now you will set up the trigger step. The trigger itself is new booking so please type "SimplyBook" in the search box and select this option. Save this step~~.

[[File:~~Trigger setting~~.png |center]]

:3. Click on '''+ Create Zap''' button.

[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]

:4. In the popup that appears find SimplyBook.me in the list of apps to connect to.

:~~'''3'''~~. On the ~~next step please connect your~~ SimplyBook.me ~~account~~. ~~Use the same credentials~~ as ~~when you log in to your SimplyBook~~.me account. ~~Save this step~~.

[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]

[[File:~~Connect simplybook~~.png |center]]

:5. Choose "New booking" trigger and the account that you have previously connected. Click "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]]

:6. Test your trigger, select the sample record and proceed to the action step.

''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.

You can skip test step and continue with setup.''

</translate>

:7. 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]]

:~~'''4'''. Now you will be setting up actions step and as it is related to emails please find Gmail option using searchbox.~~

:8. From the list of available actions please choose "Send email" and connect Gmail account that will be used for sending notifications.

~~[[File:Connect gmail.png |center]]~~

[[File:Zapier redesigned send email action.png|1200px |center|link=https://help.simplybook.me/images/a/ac/Zapier_redesigned_send_email_action.png]]

~~ ~~

~~:'''5'''~~. From the list of available actions please choose "Send email" and connect Gmail account that will be used for sending notifications.

[[File:~~Gmail~~ action.png |center]]

:9. On the next step please add email address(es) that you wish notification to be sent to. You may add only one address in "To(required)" email box or add some more addresses with the help of "Cc" and "Bcc" options or by clicking on "+" icon to add another email box.

:~~'''6'''~~. On the next step please add email address(es) that you wish notification to be sent to. You may add only one address in "To(required)" email box or add some more addresses with the help of "Cc" and "Bcc" options or by clicking on "+" icon to add another email box.

[[File:Zapier redesigned setup the email addresses.png|1200px |center|link=https://help.simplybook.me/images/5/5a/Zapier_redesigned_setup_the_email_addresses.png]]

[[File:~~Add recipients~~.png |center]]

</translate>

:~~'''~~7~~'''~~. Now you come to template step.

:10. Now you come to template step.

:Please use available variables by clicking on ~~"+" icon on thee right side~~.

:Please use available variables by clicking on the textbox ands selecting the necessary ones from the list.

:Here you can see the example how notification template can be set up.

[[File:~~Template~~ setup.png | center]]

[[File:Zapier redesigned setup the email template.png|1200px | center|link=https://help.simplybook.me/images/5/5d/Zapier_redesigned_setup_the_email_template.png]]

</translate>

:~~'''8'''. After you save your settings you can send test email to see how it will look like.<br~~>

:Now you can ~~name~~ your Zap ~~and turn it~~ on. ~~And it~~ will send emails automatically to indicated addresses when new booking is received by SimplyBook.me system.

:11. Now you can turn your Zap on. It will send emails automatically to the indicated addresses when new booking is received by SimplyBook.me system.

[[File:~~Last step~~.png |center]]

[[File:Zapier redesigned enable zap.png|1200px|center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]

</translate>

@@ Line 1: / Line 1: @@
+<languages/>
+<translate>
+<!--T:1-->
 <br><br>
 Sometimes you may need confirmation emails to be sent to more than one email address.<br>
-Unfortunately there is no such feature in the system, but you can use Zapier to achieve it.
+And you can use Zapier to achieve it.
 <br><br>
 '''How to set it up'''<br><br>
-:'''1'''. Log in into your Zapier account, go to dashboard page and click on "Make a Zap" or "Make a New Zap"
+: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.
-[[File:Zapier dashboard.png | center]]
+<!--T:2-->
+[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
+<br><br></translate>
+<translate>
+<!--T:3-->
+:2. 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]]
 <br><br>
-:'''2'''. Now you will set up the trigger step. The trigger itself is new booking so please type "SimplyBook" in the search box and select this option. Save this step.
+<!--T:4-->
-[[File:Trigger setting.png |center]]
+:3. Click on '''+ Create Zap''' button.
+[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
 <br><br>
+:4. In the popup that appears find SimplyBook.me in the list of apps to connect to.
-:'''3'''. On the next step please connect your SimplyBook.me account. Use the same credentials as when you log in to your SimplyBook.me account. Save this step.
+[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
-[[File:Connect simplybook.png |center]]
+<br><br>
+:5. Choose "New booking" trigger and the account that you have previously connected. Click "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>
+:6. Test your trigger, select the sample record and proceed to the action step.
 <br><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>
 You can skip test step and continue with setup.''
+<br><br></translate>
+<translate>
+<!--T:6-->
+:7. 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]]
 <br><br>
-:'''4'''. Now you will be setting up actions step and as it is related to emails please find Gmail option using searchbox.
+:8. From the list of available actions please choose "Send email" and connect Gmail account that will be used for sending notifications.
-[[File:Connect gmail.png |center]]
+[[File:Zapier redesigned send email action.png|1200px |center|link=https://help.simplybook.me/images/a/ac/Zapier_redesigned_send_email_action.png]]
-<br><br>
-:'''5'''. From the list of available actions please choose "Send email" and connect Gmail account that will be used for sending notifications.
-[[File:Gmail action.png |center]]
 <br><br>
+:9.  On the next step please add email address(es) that you wish notification to be sent to. You may add only one address in "To(required)" email box or add some more addresses with the help of "Cc" and "Bcc" options or by clicking on "+" icon to add another email box.
-:'''6'''.  On the next step please add email address(es) that you wish notification to be sent to. You may add only one address in "To(required)" email box or add some more addresses with the help of "Cc" and "Bcc" options or by clicking on "+" icon to add another email box.
+[[File:Zapier redesigned setup the email addresses.png|1200px |center|link=https://help.simplybook.me/images/5/5a/Zapier_redesigned_setup_the_email_addresses.png]]
-[[File:Add recipients.png |center]]
+<br><br></translate>
-<br><br>
+<translate>
+<!--T:7-->
-:'''7'''. Now you come to template step.
+:10. Now you come to template step.
-:Please use available variables by clicking on "+" icon on thee right side.<br>
+:Please use available variables by clicking on the textbox ands selecting the necessary ones from the list.<br>
 :Here you can see the example how notification template can be set up.
-[[File:Template setup.png | center]]
+[[File:Zapier redesigned setup the email template.png|1200px | center|link=https://help.simplybook.me/images/5/5d/Zapier_redesigned_setup_the_email_template.png]]
-<br><br>
+<br><br></translate>
+<translate>
-:'''8'''. After you save your settings you can send test email to see how it will look like.<br>
+<!--T:5-->
-:Now you can name your Zap and turn it on. And it will send emails automatically to indicated addresses when new booking is received by SimplyBook.me system.
+:11. Now you can turn your Zap on. It will send emails automatically to the indicated addresses when new booking is received by SimplyBook.me system.
-[[File:Last step.png |center]]
+[[File:Zapier redesigned enable zap.png|1200px|center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
 <br><br>
+</translate>