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| * 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 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; | + | * 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 can be sent with New Invoice trigger; | | * 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 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. |
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| ;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 on SimplyBook.me side. | | :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> | | <br><br> |
| :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. | | :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> |
| :3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span> | | :3. Look for Simplybook in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Trigger step.</span> |
− | [[File:Zapier select trigger app.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> |
| :4. 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> |
| :5. 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> |
| :6. 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> |
| :7. 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> |
| :8. 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. |
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| <br><br> | | <br><br> |
| :10. 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> |