Zapier Connector custom feature: Difference between revisions

(2 intermediate revisions by the same user not shown)

Line 48:

~~‘’’6 actions’’’~~ can now be used:

'''6 actions''' can now be used:

- ~~‘’Get booking’’~~ - allows to get booking details by id

- ''Get booking'' - allows to get booking details by id

- ~~‘’Get client’’~~ - allows to get client details by id

- ''Get client'' - allows to get client details by id

- ~~‘’Create booking’’~~ - allows to create a new booking record

- ''Create booking'' - allows to create a new booking record

- ~~‘’Create client’’~~ - allows to create a new client record

- ''Create client'' - allows to create a new client record

- ~~‘’Cancel booking’’~~ - allows to cancel booking by id

- ''Cancel booking'' - allows to cancel booking by id

Line 106:

:3. Or you can choose a manual connection by credentials.

- Go to Zapier.com -> App connections page and click on “Add connection” button

- Go to Zapier.com -> App connections page and click on “Add connection” button

[[File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png]]

- Select SimplyBook.me

- Select SimplyBook.me

- Copy company login, user login, generate and copy API key from your SimpyBook.me account

- Copy company login, user login, generate and copy API key from your SimpyBook.me account

[[File:Zapier manual connection new.png|1200px|border | center|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]]

- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. ~~And the~~ account gets connected.

- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.

[[File:Credentials on zapier side new.png|1200px|border | center|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new.png]]

:4. Now you can create a new Zap by clicking on ~~Make a Zap~~ button in Zapier interface.

:4. Now you can create a new Zap by clicking on Create 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]]

[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]

:5. Look for Simplybook in Trigger step.

@@ Line 48: / Line 48: @@
 <!--T:5-->
 <br><br>
-‘’’6 actions’’’ can now be used:
+'''6 actions''' can now be used:<br>
-- ‘’Get booking’’ - allows to get booking details by id
+- ''Get booking'' - allows to get booking details by id<br>
-- ‘’Get client’’ - allows to get client details by id
+- ''Get client'' - allows to get client details by id<br>
-- ‘’Create booking’’ -  allows to create a new booking record
+- ''Create booking'' -  allows to create a new booking record<br>
-- ‘’Create client’’ -  allows to create a new client record
+- ''Create client'' -  allows to create a new client record<br>
-- ‘’Cancel booking’’ -  allows to cancel booking by id
+- ''Cancel booking'' -  allows to cancel booking by id<br>
 <!--T:6-->
@@ Line 106: / Line 106: @@
 <br><br>
 :3. Or you can choose a manual connection by credentials.
-- Go to Zapier.com -> App connections page and click on “Add connection” button
+- Go to Zapier.com -> App connections page and click on “Add connection” button<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>
-- Select SimplyBook.me
+- Select SimplyBook.me<br>
-- Copy company login, user login, generate and copy API key from your SimpyBook.me account
+- Copy company login, user login, generate and copy API key from your SimpyBook.me account<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>
-- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. And the account gets connected.
+- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.
 [[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. Now you can create a new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface.
+:4. Now you can create a new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create</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]]
+[[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. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>