Setting up the Checkfront integration in Zapier

Learn how to connect your Zapier account to Checkfront, including details on the various triggers, actions, and information that are available to you with Zapier.

New to Zapier? You can read the first article in this series for an introduction to Zapier.

Which plans include this feature?

Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Manage > Integrations > Productivity > Zapier

What more do I need to use this feature?

Access to a Zapier account.
API information from your Zapier Integration settings within Checkfront.
Accepted our invitation to use Checkfront on Zapier from Add-on Set-up.

Which Checkfront version supports this feature - classic, new or both?

Your account must have access to items (Inventory > Items), a key feature of our classic version of Checkfront, to use the inventory events offered with Zapier (New Item, Item Event, and Item Event).

While inventory events are unavailable for products (Inventory > Products), a key feature of our newest version of Checkfront, you can make use of Zapier’s reporting events (New Booking, Booking Change) to connect with your accounting software, e.g., Quickbooks Online. → Learn more about products.

Zap Overview

In this article, we explain how to connect your Zapier account to Checkfront and get you started with creating your first Zap with Zapier!

Check out the Zapier Help Center to learn more about the various solutions offered by Zapier!

Options include automatically creating or updating a Google Sheet, emailing via Gmail, or sending a channel message through Slack.

In addition to creating a Zap from scratch, as explained below, you can create Zaps from templates. Try some popular ways to use the integration via the link below.

Do more with Checkfront Integrations

Creating your first Zap

Create Zap

First, log in to your Zapier account.

Ensure you follow our invitation link to join Zapier from the Checkfront integration setup modal (Manage > Integration > Zapier), and then accept the invitation within Zapier. You can find the link to the invitation within the Add-on setup modal described in the first article in this series: Setting up Zapier in Checkfront.

Next, choose to Create a Zap from your Home page.

Choosing the Checkfront app

Choose Checkfront

The first step of creating a zap is to specify a trigger for the action. Start by selecting the latest listing for the Checkfront app.

Choosing a trigger event

Choose Event

Next, choose the trigger event you would like to use. For example, you can have every new booking trigger an action. Currently, we support the following triggers.

Click continue to move to the next step once you have chosen an event.

In addition to the fields listed below, your custom Checkfront booking form fields are now available in Zapier!

Available Trigger Events

Event	Description	Available Output Fields
New Booking	Triggers when a booking goes from a pre-booking status to locked in.	Booking Code: 'booking_code' Booking Link: 'booking_link' Booking Language: 'booking_language' Old Status: 'old_status' Old Status ID: 'old_status_id' New Status: 'new_status' New Status ID: 'new_status_id' (Booking) Created Date: 'created_date' (Booking) Start Date: 'start_date' (Booking) Start Time: 'start_time' (Booking) End Date: 'end_date' (Booking) End Time: 'end_time' (Booking) Subtotal: 'sub_total' (Booking) Tax Total: 'tax_total' (Booking) Tax Inclusive Total: 'tax_inclusive total' Item Discount Total: 'item_discount_total' Booking Discount Total: 'booking_discount_total' Booking Discount Pretax: 'booking_discount_pretax' (Booking) Total: 'total' Balance Due: 'balance_due' Paid Total: 'paid_total' Booking Quantity: 'booking_quantity' Items: 'items' Item Data: 'item_data' Name: 'name' Quantity: 'qty' Date: 'date' Start Date: 'start_date' End Date: 'end_date' Time: 'time' Total: 'total' Sub-total: 'sub_total' Tax Total: 'tax_total' Customer Name: 'customer_name' Customer Email: 'customer_email' Customer Phone: 'customer_phone' Customer Address: 'customer_address' Customer City: 'customer_city' Customer Region (Province, State): 'customer_region' Customer Country: 'customer_country' Customer Postal/Zip (Code): 'customer_postal_zip' TID (Tracking ID): 'tid' Note: 'note'
Booking Change	Triggers when a booking is changed.	Booking Code: 'booking_code' Booking Link: 'booking_link' Booking Language: 'booking_language' Old Status: 'old_status' Old Status ID: 'old_status_id' New Status: 'new_status' New Status ID: 'new_status_id' (Booking) Created Date: 'created_date' (Booking) Start Date: 'start_date' (Booking) Start Time: 'start_time' (Booking) End Date: 'end_date' (Booking) End Time: 'end_time' (Booking) Subtotal: 'sub_total' (Booking) Tax Total: 'tax_total' (Booking) Tax Inclusive Total: 'tax_inclusive total' Booking Discount Total: 'booking_discount_total' Booking Discount Pretax: 'booking_discount_pretax' (Booking) Total: 'total' Balance Due: 'balance_due' Paid Total: 'paid_total' Booking Quantity: 'booking_quantity' Items: 'items' Item Data: 'item_data' Name: 'name' Quantity: 'qty' Date: 'date' Start Date: 'start_date' End Date: 'end_date' Time: 'time' Total: 'total' Subtotal: 'sub_total' Tax Total: 'tax_total' Customer Name: 'customer_name' Customer Email: 'customer_email' Customer Phone: 'customer_phone' Customer Address: 'customer_address' Customer City: 'customer_city' Customer Region (Province, State): 'customer_region' Customer Country: 'customer_country' Customer Postal/Zip (Code): 'customer_postal_zip' TID (Tracking ID): 'tid' Note: 'note'
New Item	Triggers when an item is created.	Item ID: 'item_id' Item Name: 'item_name' Summary: 'summary' Category Name: 'category_name'
Item Change	Triggers if an item is created or has been updated.	Item ID: 'item_id' Item Name: 'item_name' Summary: 'summary' Category Name: 'category_name'
Item Event Change	Triggers when an item event has been created or one has been updated.	(Item Event) ID: 'id' (Item Event) Name: 'name' (Item Event) Start Date: 'start_date' (Item Event) End Date: 'end_date' (Item Event) Status: 'status' (Item Event) Type: 'type'

Connecting your Checkfront account

Choose Account

After selecting our app and the desired trigger event, you must choose the Checkfront account you want to connect to Zapier.

As part of this step, you must allow Zapier to access your Checkfront account. Click +Connect a New Account to initiate the process.

Authorize Zapier

Remember the information we had you save from the Checkfront integration step (see the first article in this series)? We now need you to enter that information in the corresponding Zapier fields - Checkfront URL, API Key, and API Secret, then click Yes, Continue to have the information validated.

If your connection is successful, you are presented with the next step towards creating your Zap!

Testing your trigger

Test Trigger

Click Test trigger to test your connection to Checkfront. You should be taken automatically to the next step if the test is successful, where you can view the example retrieved.

From there, you can Continue to the next step, where you choose the second app you want to work with.

Choosing an app and action event

Choose Other App

You can now choose the second application in the workflow. What you choose depends on your goal for this integration, for example, you may choose to work with Google Sheets.

Choose Event

Once you have selected the app, you can choose from the available action events, for example, Create Spreadsheet Row.

The remaining steps (choosing an account and setting up an action) vary widely depending on the app and events you choose but involve providing access to the application and mapping output fields from Checkfront to your selected application.

Next, we explain what Checkfront information is available for action events and provide an example of a use case using one of the available trigger and action combinations.

Available Output Fields

Each action event has one thing in common, the Checkfront output fields available for use within Zapier. These equate to select booking details and stock booking form fields (Manage > Layout > Booking Form) within Checkfront. Which fields are available depends on the trigger selected.

In addition to the fields listed below, your custom Checkfront booking form fields are now available in Zapier!

Output Fields in Zapier	Corresponding Checkfront Data/Fields	Available for the following Triggers	Examples/Fixed Responses
Balance Due (balance_due)	Amount Due	New Booking Booking Change	250.0000
Booking Code (booking_code)	Booking ID	New Booking Booking Change	BKKZ-110719
Booking Discount Total (booking_discount_total)	Total of Booking Discounts	New Booking Booking Change	10.0000
Booking Discount Pretax (booking_discount_pretax)	Total of Pretax Booking Discounts	New Booking Booking Change	10.0000
Booking Language (booking_language)	Language	New Booking Booking Change	en
Booking Link (booking_link)	Booking URL	New Booking Booking Change	https://test.checkfront.com/booking/ABCD-12345
Booking Quantity (booking_quantity)	Quantity	New Booking Booking Change	1
Category Name (category_name)	Category	New Item Item Change	Day Tours
Created Date (created_date)	Created Date	New Booking Booking Change	8/20/2019 11:16:58
Customer Address (customer_address)	Address	New Booking Booking Change	123 Main Street
Customer City (customer_city)	City	New Booking Booking Change	Smallville
Customer Country (customer_country)	Country	New Booking Booking Change	USA
Customer Email (customer_email)	E-mail	New Booking Booking Change	John.Smith@email.com
Customer Name (customer_name)	Name	New Booking Booking Change	John Smith
Customer Phone (customer_phone)	Phone	New Booking Booking Change	123-456-7890
Customer Postal/Zip (customer_postal_zip)	Postal/Zip	New Booking Booking Change	90120
End Date (end_date)	Item Event End Date	Item Event Change	20191231
End Date (end_date)	Booking End Date	New Booking Booking Change	20191231
End Time (end_time)	Booking End Time	New Booking Booking Change	08:00 Only used if the booking is time/timeslot allocated
ID (id)	Item Event ID	Item Event Change	2
Item Data (item_date) - name - qty - date - start_date - end_date - time - total - sub-total - tax-total	Various Item Data fields	New Booking Booking Change	1: name: Mountain Bikes qty: 1 date: Wed Jun 10, 2020 @ 06:00 AM - thu Jun 11, 2020 @ 07:00 AM start_date: 2020-06-10TO6:00-07:00 end_date: 2020-06-11TO7:00:00-0:700 total: 275.00 sub-total: 250.00 tax-total: 25.00
Item Discount Total (item_discount_total)		New Item Item Change	10.0000
Item ID (item_id)	Item ID	New Item Item Change	7
Item Name (item_name)	Item Name	New Item Item Change	Skydiving
Items (items)	Item Names	New Booking Booking Change	Skydiving Tour, Bungee Jump, Ice Cream Tasting
Name (name)	Item Event Name	Item Event Change	End-of-Summer discount
New Status (new_status)	New Status	New Booking Booking Change	Paid
New Status ID (new_status_id)	New Status ID	New Booking Booking Change	PAID
Note (note)	Booking Note	Item Event Change Item Event Deleted	Peanut allergy.
Old Status (old_status)	Old Status	New Booking Booking Change	Pre-booking
Old Status ID (old_status_id)	Old Status ID	New Booking Booking Change	PRE
Paid Total (paid_total)	Amount Paid	New Booking Booking Change	275.00
Sub Total (sub-total)	Sub-Total	New Booking Booking Change	250.0000
Summary (summary)	Summary	New Item Item Change	Cross this off your bucket list and join us for a day of thrills!
Status (status)	Item Event Status	Item Event Change	Fixed responses... A (Available) U (Unavailable)
Start Date (start_date)	Item Event Start Date	Item Event Change	20190819
Start Date (start_date)	Booking Start Date	New Booking Booking Change	20190819
Start Time (start_time)	Booking Start Time	New Booking Booking Change	07:00 Only used if the booking is time/timeslot allocated
Tax Total (tax_total)	Taxes	New Booking Booking Change	25.0000
Tax Inclusive Total (tax_inclusive_total)	Total of Inclusive Taxes	New Booking Booking Change	14.0000
TID (tid)	Tracking ID	New Booking Booking Change	Customer parameter that can be added to the Booking Page URL or a Booking Widget integration.
Total (total)	Total	New Booking Booking Change	126.00 Total Owing
Type (type)	Event Type	Item Event Change	Fixed responses... SP (Special) SE (Seasonal)

Use Case: New Booking Updates Google Sheet

Google Sheets Use Case

While many triggers and actions are available within Zapier, a common use case is to update a Google sheet with booking details when a new booking occurs. Building on our instructions above, here is how you would configure this action.

(1) Configure the trigger.

Choose to create a new booking in Checkfront.
Connect your Checkfront account to Zapier.
Test the connection.

(2) Configure the action.

Choose the app you want to act on. In this case, it is Google Sheets.
Next, choose an action event. Select Create Spreadsheet Row to add a new row to a designated spreadsheet when the new booking is created.
Choose your Google Sheets account that houses the spreadsheet, specifying the Drive (optional), Spreadsheet, and Worksheet so that Zapier knows what to update and where.
Next, map your sheet columns to the available Checkfront output fields.
Test adding a row to your spreadsheet.
Finally, turn on your Zap, and you are ready to go!

< Zapier: Introduction and Setup in Checkfront

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