Zapier Connector custom feature/de: Difference between revisions
Created page with ":2. Verbinden Sie sich mit Ihrem Zapier-Konto über die Option '''Quick connect''' 1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png <br><br> :3. Oder Sie können eine manuelle Verbindung über Zugangsdaten wählen. - Gehen Sie zu Zapier.com → Seite „App connections“ und klicken Sie auf die Schaltfläche „Add connection“<br> File:Add connection zapeir side.png|1200px|border | center|l..." Tags: Mobile edit Mobile web edit |
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* Zahlungsstatus (paid, pending) und ob die Zahlung eingegangen ist. | * Zahlungsstatus (paid, pending) und ob die Zahlung eingegangen ist. | ||
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;'''So verwenden Sie die Funktion:''' | ;'''So verwenden Sie die Funktion:''' | ||
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:2. Verbinden Sie sich mit Ihrem Zapier-Konto über die Option '''Quick connect''' | :2. Verbinden Sie sich mit Ihrem Zapier-Konto über die Option '''Quick connect''' | ||
[[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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[[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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==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]] | |||
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: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]] | |||
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: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]] | |||
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: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]] | |||
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: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]] | |||
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: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]] | |||
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:9. Select SimplyBook.me account you've connected before. | |||
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: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]] | |||
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: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]] | |||
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:12. Connect this application account and setup the template using the available data mentioned above. | |||
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:13. You can test this step operation as well if necessary or skip it. | |||
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: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]] | |||
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