Zapier Connector custom feature/nl: Difference between revisions

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Created page with ":2. Verbind met uw Zapier-account via de optie '''Quick connect''' 1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png <br><br> :3. Of u kunt kiezen voor een handmatige verbinding via inloggegevens. - Ga naar Zapier.com → App connections pagina en klik op de knop “Add connection”<br> File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_c..."
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- ''Cancel booking'' – maakt het mogelijk een boeking te annuleren via ID<br>
- ''Cancel booking'' – maakt het mogelijk een boeking te annuleren via ID<br>


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<br><br>
;'''Beschikbare gegevens:'''
;'''Beschikbare gegevens:'''
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Voor triggers gerelateerd aan boekingen (Nieuwe boeking, Wijziging, Annulering):</span><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Voor boekingsgerelateerde triggers (New booking, Booking change, Booking cancellation):</span><br>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Standaardfunctionaliteit (geen aangepaste functies)</span>:
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basisfunctionaliteit (geen custom features ingeschakeld)</span>:
*Bedrijf (login, naam, e-mail, telefoon),
*Bedrijf (login, naam, e-mail, telefoon),
*Service (naam, beschrijving, duur, buffertijd),
*Dienst (naam, beschrijving, duur, buffertijd),
*Aanbieder (naam, beschrijving, e-mail, telefoon),
*Provider (naam, beschrijving, e-mail, telefoon),
*Klantgegevens (naam, e-mail, telefoon, adres, tijdzone),
*Klantinformatie (naam, e-mail, telefoon, adres, tijdzone),
*Boekingscode (indien bevestigd, start-/eindtijd).
*Boekingscode (als de boeking bevestigd is, start/eind datum en tijd).
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<br><br>
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Gegevens uit aangepaste functionaliteiten</span>:
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Gegevens gerelateerd aan custom features</span>:
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Betalingen accepteren]]</span> (serviceprijs, valuta);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (dienstprijs, valuta);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (naam, beschrijving, kleur);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (naam, beschrijving, kleur);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Boekingen goedkeuren]]</span> (goedkeuringsstatus: goedgekeurd/geannuleerd);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (goedkeuringsstatus: approved, canceled);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Meerdere locaties]]</span> (locatienaam, adres (met coördinaten), telefoon, beschrijving);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (locatienaam, locatieadres (met coördinaten), locatietelefoon, locatiebeschrijving);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Servicecategorieën]]</span> (categorienaam, beschrijving);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (categorienaam, categoriebeschrijving);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service-add-ons]]</span> (naam en prijs add-on);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on naam, add-on prijs);
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intakeformulieren]]</span> (antwoorden).
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (antwoorden).
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<br><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Voor “Nieuwe klant”-trigger</span>:
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Voor New client trigger</span>:
* Klant-ID;
* Klant-ID;
* Naam klant;
* Klantnaam;
* E-mailadres klant;
* Klant e-mail;  
* Telefoonnummer klant;
* Klant telefoon;  
* Adres klant;
* Klant adres;
* Of klant geblokkeerd is voor login (indien <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Klantenlogin]]</span> is ingeschakeld);
* Of de klant geblokkeerd is om in te loggen (als de <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is ingeschakeld);
* Registratiedatum klant.
* Registratiedatum van de klant.
<br><br>
<br><br>
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Voor Nieuwe aanbieding/factuur triggers</span>:
<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Voor New Offer/Invoice triggers</span>:
* Bestel-ID;
* Bestel-ID;  
* Klantnaam / e-mail / telefoon;
* Klantnaam / e-mail / telefoon;  
* Beschrijving van aanbieding/factuur (artikellijst, korting: cadeaubon/coupon/pakket);
* Beschrijving van aanbod/factuur (lijst met bestelde items, informatie over korting: gebruikte cadeaubon/coupon/pakket);
* Bestelbedrag en valuta;
* Bestelbedrag en valuta;
* Kortingsbedrag;
* Kortingsbedrag;
* Datum en tijd bestelling;
* Besteldatum en tijd;
* Aanbieding-/factuurnummer in SimplyBook.me (O-XXXXXX of I-XXXXXX);
* Aanbod/factuurnummer in het SimplyBook.me systeem (O-XXXXXX of I-XXXXXX);
* Betaalmethode (vertraagd, contant, creditcard, overschrijving);
* Betalingsprocessor (delay, cash, credit card, wire transfer);
* Betaalstatus (betaald, in afwachting) en of betaling is ontvangen.
* Betalingsstatus (paid, pending) en of betaling is ontvangen.
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<br><br>
<br><br>
;Hoe te gebruiken:
;'''Hoe te gebruiken:'''
:1. Activeer de aangepaste functionaliteit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier-connector</span> op de pagina <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Aangepaste functionaliteiten</span> in SimplyBook.me.
:1. Schakel de <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature in op uw <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> pagina aan de SimplyBook.me kant.
[[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]]
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:2. Maak een nieuwe Zap aan door op <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> te klikken in de 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]]
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:3. Zoek naar Simplybook in de <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">trigger-stap.</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>
:4. Selecteer de gewenste 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]]
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:5. Verbind uw SimplyBook.me-account.
[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
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:6. Klik op <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Doorgaan</span> om deze stap te testen.
[[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]]
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:7. Voeg een actiestap toe en zoek naar de app die u wilt verbinden met SimplyBook.me.
[[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]]
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:8. Verbind deze app en stel de sjabloon in met behulp van de hierboven genoemde beschikbare gegevens.
<br><br>
:9. Test indien nodig deze stap of sla deze over.
<br><br>
:10. Voltooi de configuratie, geef uw Zap een naam en schakel deze in.
[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
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<div lang="en" dir="ltr" class="mw-content-ltr">
:2. Verbind met uw Zapier-account via de optie '''Quick connect'''
: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]]
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
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:3. Or you can choose a manual connection by credentials.
:3. Of u kunt kiezen voor een handmatige verbinding via inloggegevens.
- Go to Zapier.com -> App connections page and click on “Add connection” button<br>
- Ga naar Zapier.com App connections pagina en klik op de knop “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]]
[[File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png]]
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<br><br>
- Select SimplyBook.me<br>
- Selecteer SimplyBook.me<br>
- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
- Kopieer company login, user login en genereer en kopieer de API-sleutel uit uw SimplyBook.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]]
[[File:Zapier manual connection new.png|1200px|border | center|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]]
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- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.
- Plak deze in de overeenkomstige velden aan de Zapier.com kant en klik daar op “Continue”. Het account wordt verbonden.
[[File:Credentials on zapier side new.png|1200px|border | center|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new.png]]
[[File:Credentials on zapier side new.png|1200px|border | center|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new.png]]
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: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.
:4. Nu kunt u een nieuwe Zap maken door op de knop <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create</span> te klikken in de Zapier-interface.
[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
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:5. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
:5. Zoek naar SimplyBook in de <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]]
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:6. Select the desirable trigger.
:6. Selecteer de gewenste 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]]
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:7. Connect SimplyBook.me account.
:7. Verbind het SimplyBook.me account.
[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]
[[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>
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:8. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
:8. Klik op <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> om deze stap te testen.
[[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]]
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<br><br>
:9. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
:9. Ga verder met het toevoegen van de Action-stap en zoek naar de app waarmee u SimplyBook.me wilt verbinden.
[[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>
:10. Connect this application account and setup the template using the available data mentioned above.
:10. Verbind het account van deze applicatie en stel de template in met behulp van de hierboven vermelde beschikbare gegevens.
<br><br>
<br><br>
:11. You can test this step operation as well if necessary or skip it.
:11. U kunt deze stap ook testen indien nodig of overslaan.
<br><br>
<br><br>
:12. Finish the setup, add Zap name and turn it on.
:12. Rond de configuratie af, voeg een Zap-naam toe en schakel deze in.
[[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]]
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