Zapier: Setup in Zapier

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

In this article, we will explain how to connect your Zapier account to Checkfront and provide you with some information on the various options that are available to you in Zapier. Let's get started!

For information on how to setup Zapier in Checkfront, please see the previous article in this section: Zapier: Introduction to Zapier and Setup in Checkfront.

Overview (Video)

Setup in Zapier

Make a Zap!

First, Sign up for or Log in to a Zapier account, then from your Dashboard, choose to Make a Zap!

If you have followed our invitation link to join Zapier from the Checkfront Add-on setup modal (Manage > Add-ons > Zapier), you will then need to Accept the Invitation within Zapier.

Choose a Trigger Event

Next, choose which Trigger Event you would like to use. Currently, we support the following Triggers.

Available Trigger Events

Trigger	Description	Available Output Fields
New Booking	Triggers when a booking goes from a pre-booking status to locked in.	Booking Code Booking Link (Booking) Created Date (Booking) Start Date (Booking) Start Time (Booking) End Date (Booking) End Time Old Status ID New Status ID (Booking) Total Paid Total Items Customer Name Customer Email Customer Phone Customer Address Customer City Customer Region (Province, State) Customer Country Customer Postal/Zip (Code) TID (Tracking ID)
Booking Change	Triggers when a booking is changed.	Booking Code Booking Link (Booking) Created Date (Booking) Start Date (Booking) Start Time (Booking) End Date (Booking) End Time Old Status ID New Status ID (Booking) Total Paid Total Items Customer Name Customer Email Customer Phone Customer Address Customer City Customer Region (Province, State) Customer Country Customer Postal/Zip (Code) TID (Tracking ID)
New Item	Triggers when an item is created.	Item ID Item Name Summary Category Name
Item Change	Triggers if an item is created or has been updated.	Item ID Item Name Summary Category Name
New Item Event	Triggers when an item event is created.	(Item Event) ID (Item Event) Name (Item Event) Start Date (Item Event) End Date (Item Event) Status (Item Event) Type
Item Event Change	Triggers when an item event has been created or one has been updated.	(Item Event) ID (Item Event) Name (Item Event) Start Date (Item Event) End Date (Item Event) Status (Item Event) Type
Item Event Deleted	Triggers when an item event gets deleted.	(Item Event) ID (Item Event) Name (Item Event) Start Date (Item Event) End Date (Item Event) Status (Item Event) Type

Connect Your Checkfront Account

After you have selected our app and the desired Trigger Event, then Sign in to Checkfront. This next step will allow you to connect your Zapier and Checkfront accounts.

Connect Checkfront

Remember the information, we had you save from the Checkfront Add-on? Now we 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 will be presented with the next step in creating your Zap.

Test Your Connection

Click Find Booking to test your connection. You should be taken automatically to the next step if the test is successful.

Choose Your Action

Image_2019-08-19_at_2.05.32_PM.png

You will now choose what Actions you need to happen and have the option to customize your Zap. The configuration will vary widely depending on your needs. Please see the Zapier Help Center for more information on your many options now that you have Checkfront connected, including creating or updating a Google Sheet, sending an email via Gmail or sending a channel message through Slack.

Next, we will explain what Checkfront information is available for Actions and provide an example of a use case using one of the available Trigger and Action combinations.

Available Output Fields

Each Action has one thing in common, the Checkfront output fields that are 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 depending on the Trigger selected.

Note, Checkfront custom fields are not available for use in Zapier at this time.

Output Fields in Zapier	Corresponding Checkfront Data/Fields	Available for the following Triggers	Examples/Fixed Responses
Booking Code	Booking ID	New Booking Booking Change	BKKZ-110719
Booking Link	Booking URL	New Booking Booking Change	https://test.checkfront.com/booking/ABCD-12345
Category Name	Category	New Item Item Change	Day Tours
Created Date	Created Date	New Booking Booking Change	8/20/2019 11:16:58
Customer Address	Address	New Booking Booking Change	123 Main Street
Customer City	City	New Booking Booking Change	Smallville
Customer Country	Country	New Booking Booking Change	USA
Customer Email	E-mail	New Booking Booking Change	John.Smith@email.com
Customer Name	Name	New Booking Booking Change	John Smith
Customer Phone	Phone	New Booking Booking Change	123-456-7890
Customer Postal/Zip	Postal/Zip	New Booking Booking Change	90120
End Date	Item Event End Date	New Item Event Item Event Change Item Event Deleted	20191231
End Date	Booking End Date	New Booking Booking Change	20191231
End Time	Booking End Time	New Booking Booking Change	08:00 Only used if the booking is time/timeslot allocated
ID	Item Event ID	New Item Event Item Event Change Item Event Deleted	2
Item ID	Item ID	New Item Item Change	7
Item Name	Item Name	New Item Item Change	Skydiving
Items	Item Names	New Booking Booking Change	Skydiving Tour, Bungee Jump, Ice Cream Tasting
Name	Item Event Name	New Item Event Item Event Change Item Event Deleted	End-of-Summer discount
New Status ID	New Status ID	New Booking Booking Change	PAID
Old Status ID	Old Status ID	New Booking Booking Change	PRE
Paid Total	Amount Paid	New Booking Booking Change	Total Paid to-date
Summary	Summary	New Item Item Change	Cross this off your bucket list and join us for a day of thrills!
Status	Item Event Status	New Item Event Item Event Change Item Event Deleted	Fixed responses... A (Available) U (Unavailable)
Start Date	Item Event Start Date	New Item Event Item Event Change Item Event Deleted	20190819
Start Date	Booking Start Date	New Booking Booking Change	20190819
Start Time	Booking Start Time	New Booking Booking Change	07:00 Only used if the booking is time/timeslot allocated
TID	Tracking ID	New Booking Booking Change	Customer parameter that can be added to the Booking Page URL or a Checkfront Droplet integration.
Total	Total	New Booking Booking Change	126.00 Total Owing
Type	Event Type	New Item Event Item Event Change Item Event Deleted	Fixed responses... SP (Special) SE (Seasonal)

Use Case: New Booking Updates Google Sheet

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

Choose to create a New Booking with Checkfront.
Connect your Checkfront account to Zapier.
Test the connection.
Choose the App you want to act on. In this case, it is Google Sheets.
Next, choose and Action Event. In this case, 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.
Customize the Spreadsheet Row including specifying the Drive (optional), Spreadsheet and Worksheet, so that Zapier knows what to update and where.
Next, you will want to 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!

Beta Feature

This feature is currently in Beta mode, meaning we have released our initial implementation of this feature in hopes of getting your feedback and ideas for building the integration out further!

Feature requests can be submitted to support@checkfront.com.

< Zapier: Introduction and Setup in Checkfront

Articles in this section