Zapier Connector custom feature: Difference between revisions

(20 intermediate revisions by the same user not shown)

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{{#seo:

|title=Accept Payments Custom Feature - SimplyBook.me

|description=Connect SimplyBook.me with 1000+ apps via Zapier. Automate workflows with triggers: new booking, cancellation, client added. Send data to CRMs, sheets, tools.

|titlemode=append

|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, zapier, zapier integration, zapier connection, trigger

}}

</translate>

[[File:Zapier icon.png | left]]

Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.

[https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.

</translate>

'''Please note!'''

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* Information about [[Custom_Features#Membership |membership]]/[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]/[[Custom_Features#Packages |package]]/[[Custom_Features#Products_for_Sale |product]] used is not included as it relates to invoice and not to booking;

* Comment change doesn't launch any trigger;

* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use ~~Premium~~ Zapier account, as Search step is needed to find the record in action app;

* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use paid Zapier account(please check current pricing with them and if it includes multi-step zaps), as Search step is needed to find the record in action app;

* If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);

* Invoice data ~~is not~~ sent;

* Invoice data can be sent with New Invoice trigger;

* [[~~Custom_Features#SOAP~~ |SOAP]] data is not sent;

* [[SOAP_with_Encryption_custom_feature |SOAP]] data is not sent;

* [[Custom_Features#Accept_Payments |Tax]] information is not sent, [[Custom_Features#Accept_Payments |service price]] is shown without taxes added;

* It doesn't work if both [[Custom_Features#Accept_Payments |Accept payments]] and [[Custom_Features#Approve_Bookings |Approve bookings]] are enabled, and batch bookings are partially approved.

</div>

'''6 triggers''' are now available:

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• ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when [[Custom_Features#Accept_Payments |Accept payments]] custom feature is enabled).

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

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

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

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

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

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

;'''Available data:'''

For booking-related triggers(New booking, Booking change, Booking cancellation):

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* Payment status (paid, pending) and if payment is received.

;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:~~Zapir connector~~ enable path.png | center]]

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

: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]]

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

[[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]]

:3. Select SimplyBook.me

: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]]

: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]]

:2. ~~Create~~ new Zap by clicking on ~~Make a Zap~~ button in Zapier interface.

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

[[File:~~Make a~~ zap ~~button~~.png | center]]

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

:3. Look for Simplybook in Trigger step.

:7. Look for Simplybook in Trigger step.

[[File:Zapier select trigger app.png | center]]

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

:4. Select the desirable trigger.

:8. Select the desirable trigger.

[[File:~~Select~~ trigger.png | center]]

[[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]]

:5. ~~Connect~~ SimplyBook.me account.

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

~~[[File:Connect sbm account v2.png | center]]~~

:6. Click Continue to test this step.

:10. Click Continue to test this step.

[[File:~~Test~~ trigger step.png | center]]

[[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]]

:7. 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:~~Add~~ action ~~step~~.png | center]]

[[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]]

:8. 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.

:9. 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.

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

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

[[File:~~Zap name and on~~.png | center]]

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

</translate>

@@ Line 1: / Line 1: @@
+<languages/>
+<translate>
+<!--T:1-->
 {{#seo:
 |title=Accept Payments Custom Feature - SimplyBook.me
+|description=Connect SimplyBook.me with 1000+ apps via Zapier. Automate workflows with triggers: new booking, cancellation, client added. Send data to CRMs, sheets, tools.
 |titlemode=append
 |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, zapier, zapier integration, zapier connection, trigger
 }}
+</translate>
+<translate>
+<!--T:2-->
 [[File:Zapier icon.png | left]]
 Connect [https://simplybook.me/ SimplyBook.me] with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”.
 [https://simplybook.me/ SimplyBook.me] is available in Zapier as Trigger app, it means only information from [https://simplybook.me/ SimplyBook.me] is sent to Zapier (1-way integration) and via Zapier to any app that has actions.
+</translate>
+<translate>
+<!--T:3-->
 <div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
 '''Please note!'''
@@ Line 20: / Line 28: @@
 * Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking;
 * Comment change doesn't launch any trigger;
-* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use Premium Zapier account, as Search step is needed to find the record in action app;
+* To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use paid Zapier account(please check current pricing with them and if it includes multi-step zaps), as Search step is needed to find the record in action app;
 * If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed);
-* Invoice data is not sent;
+* Invoice data can be sent with New Invoice trigger;
-* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#SOAP |SOAP]]</span> data is not sent;
+* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_with_Encryption_custom_feature |SOAP]]</span> data is not sent;
 * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added;
 * It doesn't work if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved.
 </div>
+<!--T:4-->
 <br><br>
 '''6 triggers''' are now available:<br>
@@ Line 37: / Line 46: @@
 • ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).
+<!--T:5-->
 <br><br>
+'''6 actions''' can now be used:<br>
+- ''Get booking'' - allows to get booking details by id<br>
+- ''Get client'' - allows to get client details by id<br>
+- ''Create booking'' -  allows to create a new booking record<br>
+- ''Create client'' -  allows to create a new client record<br>
+- ''Cancel booking'' -  allows to cancel booking by id<br>
+<!--T:6-->
+<br><br>
 ;'''Available data:'''
 <span style="background-color:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br>
@@ Line 77: / Line 95: @@
 * Payment status (paid, pending) and if payment is received.
+<!--T:7-->
 <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:Zapir connector enable path.png | center]]
+[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
+<br><br>
+<!--T:8-->
+: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>
+:3. And now you can manage all your Zaps without leaving your SimplyBook.me account.
+[[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>
+<!--T:9-->
+==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>
+:3. Select SimplyBook.me<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>
+: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>
-: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.
+: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:Make a zap button.png | center]]
+[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
 <br><br>
-:3. 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 select trigger app.png | center]]
+[[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. Select the desirable trigger.
+:8. Select the desirable trigger.
-[[File:Select trigger.png | center]]
+[[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>
-:5. Connect SimplyBook.me account.
+:9. Select SimplyBook.me account you've connected before.
-[[File:Connect sbm account v2.png | center]]
 <br><br>
-:6. 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:Test trigger step.png | center]]
+[[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>
-:7. 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:Add action step.png | center]]
+[[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>
-:8. 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>
-:9. 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>
-:10. Finish the setup, add Zap name and turn it on.
+:14. Finish the setup, add Zap name and turn it on.
-[[File:Zap name and on.png | center]]
+[[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]]
 <br><br>
+</translate>