Translations:Zapier Connector custom feature/8/en: Difference between revisions

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[[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. 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]]
[[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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- Select SimplyBook.me<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.
- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
[[File:Edit zaps in sb.png|1200px|border | center|link=https://help.simplybook.me/images/c/cb/Edit_zaps_in_sb.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.
:5. If you need to create a new one please click on '''+ Create Zap''' button.
[[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:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.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.
:6. In the popup that appears find SimplyBook.me in the list of apps to connect to.
[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
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:5. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
:7. Choose desirable trigger and the account that you have previously connected. Click "Continue".  
[[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 new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]
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:6. Select the desirable trigger.
:8. Test your trigger, select the sample record and proceed to the action step.  
[[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.
[[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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:8. 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]]
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:9. 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]]
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:10. Connect this application account and setup the template using the available data mentioned above.
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:11. You can test this step operation as well if necessary or skip it.
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:12. 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]]
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: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>

Latest revision as of 13:12, 15 April 2026

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Message definition (Zapier Connector custom feature)
: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>
2. Connect to your Zapier account using the ‘’’Quick connect’’’ option



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



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.



5. If you need to create a new one please click on + Create Zap button.



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



7. Choose desirable trigger and the account that you have previously connected. Click "Continue".



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.





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