Zapier Connector custom feature: Difference between revisions

Line 106:

[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]

:3. Or you can choose a manual connection by credentials.

:3. And now you can manage all your Zaps without leaving your SimplyBook.me account.

[[File:Zapier manage zaps in sb.png|1200px|border | center|link=https://help.simplybook.me/images/b/bd/Zapier_manage_zaps_in_sb.png]]

:4. Click on '''+ Create Zap''' button to add a new one.

[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]

:5. Or select '''Edit''' near the one that you've created before. You can rename them, edit the flows, enable or disable, delete if necessary. After each action the page will be refreshed and will reflect the updated Zaps information for you.

[[File:Edit zaps in sb.png|1200px|border | center|link=https://help.simplybook.me/images/c/cb/Edit_zaps_in_sb.png]]

:6. Also you can choose a manual connection by credentials. But in this case the option to manage the Zaps inside SimplyBook.me interface will not be available.

- 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]]

Line 117:

Line 126:

[[File:Credentials on zapier side new.png|1200px|border | center|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new.png]]

:4. Now you can create a new Zap by clicking on Create button in Zapier interface.

:7. Now you can create a new Zap by clicking on Create button in Zapier interface.

[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]

:5. Look for Simplybook in Trigger step.

:8. Look for Simplybook in Trigger step.

[[File:Zapier redesigned select trigger app.png|1200px|border | center|link=https://help.simplybook.me/images/c/c1/Zapier_redesigned_select_trigger_app.png]]

:6. Select the desirable trigger.

:9. 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]]

:7. ~~Connect~~ SimplyBook.me account.

:10. Select SimplyBook.me account you've connected before.

~~[[File:Zapier redesigned connect simplybook account.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Zapier_redesigned_connect_simplybook_account.png]]~~

:8. Click Continue to test this step.

:11. Click Continue 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]]

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

:12. 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]]

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

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

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

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

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

:15. 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]]

</translate>

@@ Line 106: / Line 106: @@
 [[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.
+:3. And now you can manage all your Zaps without leaving your SimplyBook.me account.
+[[File:Zapier manage zaps in sb.png|1200px|border | center|link=https://help.simplybook.me/images/b/bd/Zapier_manage_zaps_in_sb.png]]
+<br><br>
+:4. Click on '''+ Create Zap''' button to add a new one.
+[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
+<br><br>
+:5. Or select '''Edit''' near the one that you've created before. You can rename them, edit the flows, enable or disable, delete if necessary. After each action the page will be refreshed and will reflect the updated Zaps information for you.
+[[File:Edit zaps in sb.png|1200px|border | center|link=https://help.simplybook.me/images/c/cb/Edit_zaps_in_sb.png]]
+<br><br>
+:6. Also you can choose a manual connection by credentials. But in this case the option to manage the Zaps inside SimplyBook.me interface will not be available.
 - Go to Zapier.com -> App connections page and click on “Add connection” button<br>
 [[File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png]]
@@ Line 117: / Line 126: @@
 [[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;">Create</span> button in Zapier interface.
+:7. Now you can create a new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create</span> button in Zapier interface.
 [[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
 <br><br>
-:5. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span>
+:8. 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]]
 <br><br>
-:6. Select the desirable trigger.
+:9. 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]]
 <br><br>
-:7. Connect SimplyBook.me account.
+:10. Select SimplyBook.me account you've connected before.
-[[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>
-:8. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step.
+:11. 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]]
 <br><br>
-:9. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
+:12. 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]]
 <br><br>
-:10. Connect this application account and setup the template using the available data mentioned above.
+:13. Connect this application account and setup the template using the available data mentioned above.
 <br><br>
-:11. You can test this step operation as well if necessary or skip it.
+:14. You can test this step operation as well if necessary or skip it.
 <br><br>
-:12. Finish the setup, add Zap name and turn it on.
+:15. 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]]
 <br><br>
 </translate>