Line 20: |
Line 20: |
| * Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking; | | * Information about <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Membership |membership]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Coupons_.26_Gift_Cards |promotion]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Packages |package]]</span>/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Products_for_Sale |product]]</span> used is not included as it relates to invoice and not to booking; |
| * Comment change doesn't launch any trigger; | | * Comment change doesn't launch any trigger; |
− | * To be able to use Booking change/Booking cancellation triggers in order to change existing records you need to use Premium Zapier account, as Search step is needed to find the record in action app; | + | * To be able to use Booking change/Booking cancellation triggers in order to change existing records in Action app you need to use paid Zapier account(please check current pricing with them and if it includes multi-step zaps), as Search step is needed to find the record in action app; |
| * If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed); | | * If more items are added to admin interface after ZAP was created, you need to press "Get more samples" button at "Trigger step" -> "Test this step" in Zapier to fetch new available fields and data (zap template should be changed); |
− | * Invoice data is not sent; | + | * Invoice data can be sent with New Invoice trigger; |
− | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#SOAP |SOAP]]</span> data is not sent; | + | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SOAP_custom_feature |SOAP]]</span> data is not sent; |
| * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added; | | * <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Tax]]</span> information is not sent, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |service price]]</span> is shown without taxes added; |
− | * It doesn't work correctly if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved. | + | * It doesn't work if both <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> are enabled, and batch bookings are partially approved. |
| </div> | | </div> |
| | | |
| <br><br> | | <br><br> |
− | '''4 triggers''' are now available with [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ invitation version]:<br> | + | '''6 triggers''' are now available:<br> |
| • ''New booking'' - launches when new booking is created in SimplyBook.me account;<br> | | • ''New booking'' - launches when new booking is created in SimplyBook.me account;<br> |
| • ''Booking change'' - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br> | | • ''Booking change'' - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);<br> |
| • ''Booking cancellation'' - launches upon booking cancellation;<br> | | • ''Booking cancellation'' - launches upon booking cancellation;<br> |
− | • ''New client'' - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface. | + | • ''New client'' - launches when new client is added, either upon a new booking, or when admin manually adds client in SimplyBook.me admin interface.<br> |
| + | • ''New Offer'' - launches when any new offer is created on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled).<br> |
| + | • ''New Invoice'' - launches when new invoice is created and paid on SimplyBook.me side (can be used when <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> custom feature is enabled). |
| | | |
| <br><br> | | <br><br> |
Line 63: |
Line 65: |
| * If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled); | | * If client is blocked to login (if <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login |Client login]]</span> custom feature is enabled); |
| * Client registration date. | | * Client registration date. |
| + | <br><br> |
| + | <span style="background-color:#fef3de; padding:5px; border-radius:5px;">For New Offer/Invoice triggers</span>: |
| + | * Order ID; |
| + | * Client name / email / phone; |
| + | * Offer/Invoice description (list of items ordered, information about discount: gift card/coupon/package used); |
| + | * Order amount and currency; |
| + | * Discount amount; |
| + | * Order date and time; |
| + | * Offer/Invoice number in SimplyBook.me system (O-XXXXXX or I-XXXXXX); |
| + | * Payment processor (delay, cash, credit card, wire transfer); |
| + | * Payment status (paid, pending) and if payment is received. |
| | | |
| <br><br> | | <br><br> |
| ;How to use: | | ;How to use: |
− | :1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page. | + | :1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page on SimplyBook.me side. |
− | [[File:Zapir connector enable path.png | center]] | + | [[File:Zapier connector enable path new cf.png|border | center]] |
− | <br><br>
| |
− | :2. Accept invitation for the new version [https://zapier.com/app/login?next=/developer/public-invite/11136/4b23820111ea25dcd5868ab9d1c2a49d/ here]
| |
− | [[File:Accept invitation.png | center]]
| |
| <br><br> | | <br><br> |
− | :3. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button. | + | :2. Create new Zap by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button in Zapier interface. |
− | [[File:Make a zap button.png | center]] | + | [[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> |
− | :4. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">version 1.0.8 marked with “by invite”</span> label. | + | :3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span> |
− | [[File:Select simplybook version.png | center]] | + | [[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> |
− | :5. Select the desirable trigger. | + | :4. Select the desirable trigger. |
− | [[File:Select trigger.png | center]] | + | [[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> |
− | :6. Connect SimplyBook.me account. | + | :5. Connect SimplyBook.me account. |
− | [[File:Connect sbm account v2.png | center]] | + | [[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> |
− | :7. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step. | + | :6. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Continue</span> to test this step. |
− | [[File:Test trigger step.png | center]] | + | [[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> |
− | :8. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to. | + | :7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to. |
− | [[File:Add action step.png | center]] | + | [[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> |
− | :9. Connect this application account and setup the template using the available data mentioned above. | + | :8. Connect this application account and setup the template using the available data mentioned above. |
| <br><br> | | <br><br> |
− | :10. You can test this step operation as well if necessary or skip it. | + | :9. You can test this step operation as well if necessary or skip it. |
| <br><br> | | <br><br> |
− | :11. Finish the setup, add Zap name and turn it on. | + | :10. Finish the setup, add Zap name and turn it on. |
− | [[File:Zap name and on.png | center]] | + | [[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> |