Difference between revisions of "Zapier Connector custom feature"

From SimplyBook.me
 
(4 intermediate revisions by the same user not shown)
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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 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;">[[Custom_Features#SOAP |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;
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<br><br>
 
<br><br>
 
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
 
<span style="background-color: #e1fdfd; padding:5px; border-radius:5px;">Custom features related data</span>:
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency; for offer/invoice triggers: client name/email/ phone, offer/invoice description, amount, currency, date time, offer/invoice number, payment processor, payment status, and additionally discount, is payment received, ID);
+
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments |Accept payments]]</span> (service price, currency);
 
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
 
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Status |Status]]</span> (name, description, color);
 
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
 
* <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Approve_Bookings |Approve bookings]]</span> (approval status: approved, canceled);
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* 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>

Latest revision as of 05:40, 3 June 2020


Zapier icon.png

Connect SimplyBook.me with hundreds of other solutions using this feature. It contains a variety of triggers that can be used to send information to other solutions by simply using one of the available zaps or by creating a new zap. Zapier allows to integrate 2 or more web-applications via their APIs through “triggers” and “actions”. SimplyBook.me is available in Zapier as Trigger app, it means only information from SimplyBook.me is sent to Zapier (1-way integration) and via Zapier to any app that has actions.



Please note!

  • Available data depends on custom features enabled;
  • It doesn't work if 2-step authentication is enabled (HIPAA or Google Authenticator);
  • New client trigger doesn't work with Import clients feature, but works correctly if 1 client is added manually in admin interface;
  • Information about membership/promotion/package/product used is not included as it relates to invoice and not to booking;
  • 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;
  • 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;
  • SOAP data is not sent;
  • Tax information is not sent, service price is shown without taxes added;
  • It doesn't work if both Accept payments and Approve bookings are enabled, and batch bookings are partially approved.



6 triggers are now available:
New booking - launches when new booking is created in SimplyBook.me account;
Booking change - launches when booking is changed (change of date/time/service/provider/status/intake forms answers);
Booking cancellation - launches upon booking cancellation;
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 Offer - launches when any new offer is created on SimplyBook.me side (can be used when Accept payments custom feature is enabled).
New Invoice - launches when new invoice is created and paid on SimplyBook.me side (can be used when Accept payments custom feature is enabled).



Available data:

For booking-related triggers(New booking, Booking change, Booking cancellation):
Basic functionality (no custom features enabled):

  • Company (login, name, email, phone),
  • Service (name, description, duration, buffer time),
  • Provider (name, description, email, phone),
  • Client information (name, email, phone, address, timezone),
  • Booking code (if booking is confirmed, start/end date/time).



Custom features related data:



For New client trigger:

  • Client ID;
  • Client name;
  • Client email;
  • Client phone;
  • Client address;
  • If client is blocked to login (if Client login custom feature is enabled);
  • Client registration date.



For New Offer/Invoice triggers:

  • 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.



How to use
1. Enable Zapier connector custom feature on your Custom features page on SimplyBook.me side.
Zapir connector enable path.png



2. Create new Zap by clicking on Make a Zap button in Zapier interface.
Make a zap button.png



3. Look for Simplybook in Trigger step.
Zapier select trigger app.png



4. Select the desirable trigger.
Select trigger.png



5. Connect SimplyBook.me account.
Connect sbm account v2.png



6. Click Continue to test this step.
Test trigger step.png



7. Proceed to adding the Action step and search for the app you wish to connect SimplyBook.me to.
Add action step.png



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



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



10. Finish the setup, add Zap name and turn it on.
Zap name and on.png