Zapier Connector custom feature/en: Difference between revisions

Line 85:

;How to use:

__FORCETOC__

==How to use embedded version==

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

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

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[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]

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

:3. And now you can manage all your Zaps without leaving your SimplyBook.me account.

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

[[File:Zapier manage zaps in sb.png|1200px|border | center|link=https://help.simplybook.me/images/b/bd/Zapier_manage_zaps_in_sb.png]]

:4. Select '''Edit''' near the one that you've created before. You can rename them, edit the flows, enable or disable, delete if necessary. After each action the page will be refreshed and will reflect the updated Zaps information for you.

[[File:Edit zaps in sb.png|1200px|border | center|link=https://help.simplybook.me/images/c/cb/Edit_zaps_in_sb.png]]

:5. If you need to create a new one please 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]]

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

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

:7. Choose desirable 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]]

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

:9. Find the desirable app, connect it, test the step. Publish your Zap and close the popup. Now the page will refresh and you will see it active (with the green dot) in the list of your Zaps.

==Ho to use manual connection==

:1. You can choose a manual connection by credentials. But in this case the option to manage the Zaps inside SimplyBook.me interface will not be available.

:2. 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

:3. Select SimplyBook.me

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

:4. 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. The account gets connected.

:5. 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 Create button in Zapier interface.

:6. Now you can create a new Zap by clicking on Create button in Zapier interface.

[[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.

:7. Look for Simplybook in Trigger step.

[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]

:6. Select the desirable trigger.

:8. Select the desirable 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]]

:7. ~~Connect~~ SimplyBook.me account.

:9. Select SimplyBook.me account you've connected before.

~~[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]~~

:8. Click Continue to test this step.

:10. Click Continue to test this step.

[[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]]

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

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

[[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]]

:10. Connect this application account and setup the template using the available data mentioned above.

:12. Connect this application account and setup the template using the available data mentioned above.

:11. You can test this step operation as well if necessary or skip it.

:13. You can test this step operation as well if necessary or skip it.

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

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

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

@@ Line 85: / Line 85: @@
 <br><br>
-;How to use:
+__FORCETOC__
+==How to use embedded version==
 :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 enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
@@ Line 93: / Line 94: @@
 [[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
 <br><br>
-:3. Or you can choose a manual connection by credentials.
+:3. And now you can manage all your Zaps without leaving your SimplyBook.me account.
-- Go to Zapier.com -> App connections page and click on “Add connection” button<br>
+[[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. Select '''Edit''' near the one that you've created before. You can rename them, edit the flows, enable or disable, delete if necessary. After each action the page will be refreshed and will reflect the updated Zaps information for you.
+[[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. If you need to create a new one please 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>
+:6. In the popup that appears find SimplyBook.me in the list of apps to connect to.
+[[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. Choose desirable 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>
+:8. Test your trigger, select the sample record and proceed to the action step.
+<br><br>
+:9. Find the desirable app, connect it, test the step. Publish your Zap and close the popup. Now the page will refresh and you will see it active (with the green dot) in the list of your Zaps.
+<br><br><br><br>
+==Ho to use manual connection==
+:1. You can choose a manual connection by credentials. But in this case the option to manage the Zaps inside SimplyBook.me interface will not be available.
+:2. 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<br>
+:3. Select SimplyBook.me<br>
-- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
+:4. 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. The account gets connected.
+:5. 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;">Create</span> button in Zapier interface.
+:6. 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: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>
+:7. Look for Simplybook in <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]]
 <br><br>
-:6. Select the desirable trigger.
+:8. Select the desirable 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]]
 <br><br>
-:7. Connect SimplyBook.me account.
+:9. Select SimplyBook.me account you've connected before.
-[[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>
-:8. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
+:10. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
 [[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>
-:9. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
+:11. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
 [[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>
-:10. Connect this application account and setup the template using the available data mentioned above.
+:12. Connect this application account and setup the template using the available data mentioned above.
 <br><br>
-:11. You can test this step operation as well if necessary or skip it.
+:13. You can test this step operation as well if necessary or skip it.
 <br><br>
-:12. Finish the setup, add Zap name and turn it on.
+:14. Finish the setup, add Zap name and turn it on.
 [[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
 <br><br>