Difference between revisions of "Using Zapier.com"
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[[File:Zapier settings.png | center]] | [[File:Zapier settings.png | center]] | ||
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After creating an additional filed, you will see the variable name. | After creating an additional filed, you will see the variable name. | ||
[[File:Zapier.png | center]] | [[File:Zapier.png | center]] | ||
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In the picture, it is [data_field_7] (but it can be data_field_2, data_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail. | In the picture, it is [data_field_7] (but it can be data_field_2, data_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail. | ||
Then create a test booking on your [https://simplybook.me/ Simplybook] booking page. It is needed to notify the system that the new additional field was created in the system and is ready for further usage. | Then create a test booking on your [https://simplybook.me/ Simplybook] booking page. It is needed to notify the system that the new additional field was created in the system and is ready for further usage. | ||
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[[File:02.png|Connect SimplyBook to Zapier.]] | [[File:02.png|Connect SimplyBook to Zapier.]] | ||
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Verify your [https://simplybook.me/ Simplybook] account. | Verify your [https://simplybook.me/ Simplybook] account. | ||
[[File:03.png|SimplyBook account is working.]] | [[File:03.png|SimplyBook account is working.]] | ||
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Connect and verify your Gmail account. | Connect and verify your Gmail account. | ||
[[File:04.png|Gmail account is working.]] | [[File:04.png|Gmail account is working.]] | ||
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You can filter [https://simplybook.me/ SimplyBook] events if needed. | You can filter [https://simplybook.me/ SimplyBook] events if needed. | ||
[[File:05.png|Send notification if only provider exists in the system.]] | [[File:05.png|Send notification if only provider exists in the system.]] | ||
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In “Match up [https://simplybook.me/ Simplybook] booking to Gmail Email” select recipients of notification and select the variable of your recently created additional field. Please note, that your client will receive 2 email notifications, one from [https://simplybook.me/ Simplybook] (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in [https://simplybook.me/ Simplybook] Settings//Email and SMS settings by unchecking the corresponding boxes. | In “Match up [https://simplybook.me/ Simplybook] booking to Gmail Email” select recipients of notification and select the variable of your recently created additional field. Please note, that your client will receive 2 email notifications, one from [https://simplybook.me/ Simplybook] (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in [https://simplybook.me/ Simplybook] Settings//Email and SMS settings by unchecking the corresponding boxes. | ||
[[File:06.png|Match SimplyBook to Gmail.]] | [[File:06.png|Match SimplyBook to Gmail.]] | ||
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Then enter notification text and press “Continue”. You can create more detailed and rich notification than the one on the example by adding text and using variables from the list. | Then enter notification text and press “Continue”. You can create more detailed and rich notification than the one on the example by adding text and using variables from the list. | ||
[[File:06_1.png|Enter notification text.]] | [[File:06_1.png|Enter notification text.]] | ||
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Test your newly created Zap. | Test your newly created Zap. | ||
[[File:07.png|Test Zap.]] | [[File:07.png|Test Zap.]] | ||
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Name it and turn this Zap on. | Name it and turn this Zap on. | ||
[[File:08.png|Enter Zap name and run it.]] | [[File:08.png|Enter Zap name and run it.]] | ||
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Check this Zap in the Zap list. | Check this Zap in the Zap list. | ||
[[File:09.png|Zap list.]] | [[File:09.png|Zap list.]] | ||
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Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients! | Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients! | ||
Revision as of 18:00, 1 May 2017
Zap tutorial SimplyBook and Gmail
We are often asked how to send confirmation email to more than one email address. It may be needed if client has an agent or if some other people need to receive confirmation letters for clients or service providers. Now this option becomes available with our new application on Zapier!
Firstly, create an additional field for the 2nd recipient in admin Simplybook app with the help of Additional Fields Custom Feature.
After creating an additional filed, you will see the variable name.
In the picture, it is [data_field_7] (but it can be data_field_2, data_field_3…). This variable will contain the alternative email address needed for synchronization with Gmail.
Then create a test booking on your Simplybook booking page. It is needed to notify the system that the new additional field was created in the system and is ready for further usage.
When Simplybook preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please register and add Simplybook to your list of applications. Detailed instructions, invitation link and examples are here . After that, press “Make a New Zap”.
Next, you will need to connect your SimplyBook account.
Verify your Simplybook account.
Connect and verify your Gmail account.
You can filter SimplyBook events if needed.
In “Match up Simplybook booking to Gmail Email” select recipients of notification and select the variable of your recently created additional field. Please note, that your client will receive 2 email notifications, one from Simplybook (sent immediately) and one from Zapier (is sent in 5 minutes after booking). You may disable email notifications for clients in Simplybook Settings//Email and SMS settings by unchecking the corresponding boxes.
Then enter notification text and press “Continue”. You can create more detailed and rich notification than the one on the example by adding text and using variables from the list.
Test your newly created Zap.
Name it and turn this Zap on.
Check this Zap in the Zap list.
Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!
