Using Zapier.com: Difference between revisions

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Firstly, create an ~~additional field~~ for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of ~~Additional Fields~~ Custom Feature.

Firstly, create an intake form for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of Intake Forms Custom Feature.

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

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

After creating an intake form, 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.

Then create a test booking on your [https://simplybook.me/ Simplybook] booking page. It is needed to notify the system that the new form was created in the system and is ready for further usage.

When [https://simplybook.me/ Simplybook] preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please register and add [https://simplybook.me/ Simplybook] to your list of applications. Detailed instructions, invitation link and examples are [http://blog.simplybook.me/zap-a-new-functionality-to-simplybook-me/ here] .

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[[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.

In “Match up [https://simplybook.me/ Simplybook] booking to Gmail Email” select recipients of notification and select the variable of your recently created intake form. 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.]]

@@ Line 9: / Line 9: @@
-Firstly, create an additional field for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of Additional Fields Custom Feature.
+Firstly, create an intake form for the 2nd recipient in admin [https://simplybook.me/ Simplybook] app with the help of Intake Forms Custom Feature.
 [[File:Zapier settings.png | center]]
 <br><br>
-After creating an additional filed, you will see the variable name.
+After creating an intake form, you will see the variable name.
   [[File:Zapier.png | center]]
 <br><br>
 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 form was created in the system and is ready for further usage.
 When [https://simplybook.me/ Simplybook] preparations are over, it is time to switch to Zapier settings. If you don’t have Zapier account yet, please register and add [https://simplybook.me/ Simplybook] to your list of applications. Detailed instructions, invitation link and examples are [http://blog.simplybook.me/zap-a-new-functionality-to-simplybook-me/ here] .
@@ Line 39: / Line 39: @@
 [[File:05.png|Send notification if only provider exists in the system.]]
 <br><br>
-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 intake form. 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.]]