Zapier: Setup in Zapier

---

Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise
Locate: Manage > Add-ons > Productivity > Zapier
Pre-requisites:

• Access to a Zapier account. 
• API information from your Zapier Add-on settings within Checkfront.
• Accept 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.

---

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

If you have accepted our invitation to join Zapier, you will first have to Accept our Invite once you open the invitation from our Add-on setup modal.

 

 

Trigger	Description	Available Output Fields
New Booking	Triggers when a booking goes from a pre-booking status to locked in.	Booking Code Booking Link Old Status ID New Status ID Total  Items Customer Name Customer Email Customer Phone Customer Address Customer City Customer Country Customer City Customer Country Customer Postal/Zip Code
Booking Change	Triggers when a booking is changed.	Booking Code Booking Link Old Status ID New Status ID Total  Items Customer Name Customer Email Customer Phone Customer Address Customer City Customer Country Customer City Customer Country Customer Postal/Zip Code
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

 

After you have selected our app and the desired Trigger Event, then Sign in to Checkfront (1.0.0). This next step will allow you to connect your Zapier and Checkfront accounts.

 

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.

 

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

 

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.

 

---

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
Old Status ID	Old Status ID	New Booking Booking Change	PRE
New Status ID	New Status ID	New Booking Booking Change	PAID
Total	Total	New Booking Booking Change	126.00
Item ID	Item ID	New Item Item Change	7
Item Name	Item Name	New Item Item Change	Skydiving
Summary	Summary	New Item Item Change	Cross this off your bucket list and join us for a day of thrills!
Category Name	Category	New Item Item Change	Day Tours
Items	Item Names	New Booking Booking Change	Skydiving Tour, Bungee Jump, Ice Cream Tasting
ID	Item Event ID	New Item Event Item Event Change Item Event Deleted	2
Name	Item Event Name	New Item Event Item Event Change Item Event Deleted	End-of-Summer discount
Status	Item Event Status	New Item Event Item Event Change Item Event Deleted	Fixed responses... A (Available) U (Unavailable)
Type	Event Type	New Item Event Item Event Change Item Event Deleted	Fixed responses... SP (Special) SE (Seasonal)
Start Date	Event Start Date	New Item Event Item Event Change Item Event Deleted	20191225
End Date	Event End Date	New Item Event Item Event Change Item Event Deleted	20191231
Customer Name	Name	New Booking Booking Change	John Smith
Customer Email	E-mail	New Booking Booking Change	John.Smith@email.com
Customer Phone	Phone	New Booking Booking Change	123-456-7890
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 Postal/Zip Code	Postal/Zip	New Booking Booking Change	90210

 

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.

1. Choose to create a New Booking with Checkfront (1.0.0).
2. Connect your Checkfront account to Zapier.
3. Test the connection.
4. Choose the App you want to act on. In this case, it is Google Sheets.
5. 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.
6. Choose your Google Sheets account that houses the spreadsheet.
7. Customize the Spreadsheet Row including specifying the Drive (optional), Spreadsheet and Worksheet, so that Zapier knows what to update and where.
8. Next, you will want to map your sheet columns to the available Checkfront output fields. 
9. Test adding a row to your spreadsheet.
10. 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

---