Zap a new functionality to SimplyBook.me

By | September 1, 2015

You can now add various functionality to the bookings that you receive in SimplyBook.me through the use of Zapier.com. Here follows detailed instructions on how to create new zap that connects SimplyBook.me bookings to your email list at MailChimp.com.

First of all make sure you have an account at MailChimp.com
Create an account at Zapier.com, it only takes 1 minute
Now use our invitation link to start the connection between SimplyBook.me and various apps at Zapier.com

https://zapier.com/developer/invite/26869/270f6b784d4268a37832d60a24213722/

 

After logging into the Zapier account select to create a new ZAP

 

Next choose a trigger app, put SimplyBook, in the search field to find the SimplyBook app and MailChimp as action app.

Find SimplyBook.me Zap and the App you want to connect. Here we connect with MailChimp.com

 

Now you need to connect with your SimplyBook.me account so Zapier knows which account to connect with. Press the Connect a SimplyBook account button.

 

Make sure to have your login information to your SimplyBook.me account and insert in the relevant boxes..

Insert your credentials. Remember that company login name is the name in your URL for your booking page at SimplyBook.me

 

You will get a success message for the connection.

Connection to SimplyBook.me was successful

 

Now do the same for your MailChimp account.

Connecting to the MailChimp account.

 

You can use a filter to trigger only the event if that condition is fulfilled. This can relate to various information coming from SimplyBook.me fields, such as Additional fields information. You can also skip using any condition.

You can use conditions to filter what happens. Here for example we have chosen that ONLY if the Service provider is Goldarina, the client should be added to the email list.

 

When the condition has been created,  or skipped, you select the email list this relates to

This selection can differ according to the app you connect with.

 

You can test the Zap and see if this is working provided you have some recent data that fulfills the condition.

Test the connection and results, click on see trigger sample to verify.

 

You now only need to name this zap and your email list will now auto update every 5 minutes with new information coming from SimplyBook.me.

Name the Zap that connects the 2 apps together.

 

If you finish doing this on your own, you will now have your first SimplyBook.me Zap connection. Don’t be afraid with experimenting with connections to other apps that you might have !!

 

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