Using Zapier.com: Difference between revisions

[[File:Zapier settings.png | center]]

After creating an additional filed, you will see the variable name.  

  [[File:Zapier.png | center]]

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.  

[[File:02.png|Connect SimplyBook to Zapier.]]

Verify your [https://simplybook.me/ Simplybook] account.  

  [[File:03.png|SimplyBook account is working.]]

Connect and verify your Gmail account.  

  [[File:04.png|Gmail account is working.]]

You can filter [https://simplybook.me/ SimplyBook] events if needed.  

[[File:05.png|Send notification if only provider exists in the system.]]  

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.]]  

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.]]  

Test your newly created Zap.  

[[File:07.png|Test Zap.]]  

Name it and turn this Zap on.  

[[File:08.png|Enter Zap name and run it.]]  

Check this Zap in the Zap list.  

[[File:09.png|Zap list.]]

Congratulations, you have created a new connection that will send the copies of confirmation emails to various recipients!