Custom Features: Difference between revisions

Line 1,869:

To check the calls made to your voice bot please use Reports//Voice bookings section.

[[File:Ibob reports overview.png | center]]

=Zapier Connector=

[[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.

'''Please note!'''

* Available data depends on [[Custom_Features | custom features]] enabled;

* It doesn't work if 2-step authentication is enabled ([[Custom_Features#HIPAA |HIPAA]] or [[Custom_Features#Google_Authenticator | Google Authenticator]]);

* New client trigger doesn't work with [[Custom_Features#Import_Clients |Import clients]] feature, but works correctly if 1 client is added manually in admin interface;

* 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 you need to use Premium Zapier account, 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;

* [[Custom_Features#SOAP |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 correctly if both [[Custom_Features#Accept_Payments |Accept payments]] and [[Custom_Features#Approve_Bookings |Approve bookings]] are enabled, and batch bookings are partially approved.

</div>

'''4 triggers''' are now available with [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ invitation version]:

• ''New booking'' - launches when new booking is created in SimplyBook.me account;

• ''Booking change'' - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);

• ''Booking cancellation'' - launches upon booking cancellation;

• ''New client'' - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.

;'''Available data:'''

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

Basic functionality (no custom features enabled):

*Company (login, name, email, phone),

*Service (name, description, duration, buffer time),

*Provider (name, description, email, phone),

*Client information (name, email, phone, address, timezone),

*Booking code (if booking is confirmed, start/end date/time).

Custom features related data:

* [[Custom_Features#Accept_Payments |Accept payments]] (service price, currency);

* [[Custom_Features#Status |Status]] (name, description, color);

* [[Custom_Features#Approve_Bookings |Approve bookings]] (approval status: approved, canceled);

* [[Custom_Features#Multiple_Locations |Multiple Locations]] (location name, location address (with coordinates), location phone, location description);

* [[Custom_Features#Service_Categories |Service Categories]] (category name, category description);

* [[Custom_Features#Service_Add-ons |Service Add-ons]] (add-on name, add-on price);

* [[Custom_Features#Intake_Forms |Intake Forms]] (answers).

For New client trigger:

* Client ID;

* Client name;

* Client email;

* Client phone;

* Client address;

* If client is blocked to login (if [[Custom_Features#Client_Login |Client login]] custom feature is enabled);

* Client registration date.

;How to use:

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

[[File:Zapir connector enable path.png | center]]

:2. Accept invitation for the new version [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ here]

[[File:Accept invitation.png | center]]

:3. Create new Zap by clicking on Make a Zap button.

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

:4. Look for Simplybook in Trigger step and select version 1.0.8 marked with “by invite” label.

[[File:Select simplybook version.png | center]]

:5. Select the desirable trigger.

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

:6. Connect SimplyBook.me account.

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

:7. Click Continue to test this step.

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

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

[[File:Add action step.png | center]]

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

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

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

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

@@ Line 1,869: / Line 1,869: @@
 To check the calls made to your voice bot please use Reports//Voice bookings section.
 [[File:Ibob reports overview.png | center]]
+<br><br>
+=Zapier Connector=
+[[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.
+<div style="background-color:#ffe9e9; padding:5px; border-radius:5px;">
+'''Please note!'''
+* Available data depends on <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features | custom features]]</span> enabled;
+* It doesn't work if 2-step authentication is enabled (<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#HIPAA |HIPAA]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Google_Authenticator | Google Authenticator]]</span>);
+* New client trigger doesn't work with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Import_Clients |Import clients]]</span> feature, but works correctly if 1 client is added manually in admin interface;
+* 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 you need to use Premium Zapier account, 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;
+* <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;">[[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 correctly 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>
+<br><br>
+'''4 triggers''' are now available with [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ invitation version]:<br>
+• ''New booking'' - launches when new booking is created in SimplyBook.me account;<br>
+• ''Booking change''  - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br>
+• ''Booking cancellation''  - launches upon booking cancellation;<br>
+• ''New client''  - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.
+<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>
+<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Basic functionality (no custom features enabled)</span>:
+*Company (login, name, email, phone),
+*Service (name, description, duration, buffer time),
+*Provider (name, description, email, phone),
+*Client information (name, email, phone, address, timezone),
+*Booking code (if booking is confirmed, start/end date/time).
+<br><br>
+<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
+* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
+* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
+* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
+* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Multiple_Locations |Multiple Locations]]</span> (location name, location address (with coordinates), location phone, location description);
+* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Categories |Service Categories]]</span> (category name, category description);
+* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Service_Add-ons |Service Add-ons]]</span> (add-on name, add-on price);
+* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Intake_Forms |Intake Forms]]</span> (answers).
+<br><br>
+<span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New client trigger</span>:
+* Client ID;
+* Client name;
+* Client email;
+* Client phone;
+* Client address;
+* If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled);
+* Client registration date.
+<br><br>
+;How to use:
+: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.
+[[File:Zapir connector enable path.png | center]]
+<br><br>
+:2. Accept invitation for the new version [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ here]
+[[File:Accept invitation.png | center]]
+<br><br>
+:3. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button.
+[[File:Make a zap button.png | center]]
+<br><br>
+:4. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">version 1.0.8 marked with “by invite”</span> label.
+[[File:Select simplybook version.png | center]]
+<br><br>
+:5. Select the desirable trigger.
+[[File:Select trigger.png | center]]
+<br><br>
+:6. Connect SimplyBook.me account.
+[[File:Connect sbm account v2.png | center]]
+<br><br>
+:7. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
+[[File:Test trigger step.png | center]]
+<br><br>
+:8. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
+[[File:Add action step.png | center]]
+<br><br>
+:9. Connect this application account and setup the template using the available data mentioned above.
+<br><br>
+:10. You can test this step operation as well if necessary or skip it.
+<br><br>
+:11. Finish the setup, add Zap name and turn it on.
+[[File:Zap name and on.png | center]]
 <br><br>