Zapier Connector custom feature: Difference between revisions
No edit summary |
No edit summary |
||
| Line 48: | Line 48: | ||
<!--T:5--> | <!--T:5--> | ||
<br><br> | <br><br> | ||
‘’’6 actions’’’ can now be used: | |||
- ‘’Get booking’’ - allows to get booking details by id | |||
- ‘’Get client’’ - allows to get client details by id | |||
- ‘’Create booking’’ - allows to create a new booking record | |||
- ‘’Create client’’ - allows to create a new client record | |||
- ‘’Cancel booking’’ - allows to cancel booking by id | |||
<!--T:6--> | <!--T:6--> | ||
<br><br> | |||
;'''Available data:''' | ;'''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:#fef3de; padding:5px; border-radius:5px;">For booking-related triggers(New booking, Booking change, Booking cancellation):</span><br> | ||
| Line 94: | Line 101: | ||
[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]] | [[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]] | ||
<br><br> | <br><br> | ||
:2. | |||
:2. Connect to your Zapier account using the ‘’’Quick connect’’’ option | |||
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]] | |||
<br><br> | |||
:3. Or you can choose a manual connection by credentials. | |||
- Go to Zapier.com -> App connections page and click on “Add connection” button | |||
[[File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png]] | |||
<br><br> | |||
- Select SimplyBook.me | |||
- Copy company login, user login, generate and copy API key from your SimpyBook.me account | |||
[[File:Zapier manual connection new.png|1200px|border | center|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]] | |||
<br><br> | |||
- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. And 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]] | |||
<br><br> | |||
:4. Now you can create a new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface. | |||
[[File:Zapier redesigned create new zap from dashboard.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]] | [[File:Zapier redesigned create new zap from dashboard.png|1200px|border| center|link=https://help.simplybook.me/images/6/68/Zapier_redesigned_create_new_zap_from_dashboard.png]] | ||
<br><br> | <br><br> | ||
: | :5. 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]] | [[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]] | ||
<br><br> | <br><br> | ||
: | :6. 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]] | [[File:Zapier redesigned choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/9/94/Zapier_redesigned_choose_trigger_event.png]] | ||
<br><br> | <br><br> | ||
: | :7. Connect SimplyBook.me account. | ||
[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]] | [[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]] | ||
<br><br> | <br><br> | ||
: | :8. 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]] | [[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]] | ||
<br><br> | <br><br> | ||
: | :9. 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]] | [[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]] | ||
<br><br> | <br><br> | ||
: | :10. Connect this application account and setup the template using the available data mentioned above. | ||
<br><br> | <br><br> | ||
: | :11. You can test this step operation as well if necessary or skip it. | ||
<br><br> | <br><br> | ||
: | :12. 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]] | [[File:Zapier redesigned enable zap.png|1200px|border | center|link=https://help.simplybook.me/images/9/9b/Zapier_redesigned_enable_zap.png]] | ||
<br><br> | <br><br> | ||
</translate> | </translate> | ||