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Zapier: Setup in Zapier

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Locate: Manage > Integrations > Productivity > Zapier
Prerequisites:

  • 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

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

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

 

Create Zap!

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Create Zap

First, log in to your Zapier account.

Make sure you have followed our invitation link to join Zapier from the Checkfront Integration setup modal (Manage > Integration > Zapier), and then Accept the Invitation within Zapier as described in Zapier: Introduction and Setup in Checkfront.

Next, from your Dashboard, choose to Create Zap!

 

Choose Checkfront!

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Choose App

Next, choose Checkfront (by Invite) as the initial application you want to work with.

 

Choose a Trigger Event

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Choose Trigger

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

 

- Available Trigger Events

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Trigger 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'

 

Connect Your Checkfront Account

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Connect Account

After you have selected our app and the desired Trigger Event, then you will need to add (or select) the Checkfront account you would like to connect to Zapier.

Next, you will authorize Zapier to access your Checkfront account.

 

Authorize Zapier

Remember the information, we had you save from the Checkfront Integration?  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 towards creating your Zap!

 

Test Your Connection

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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 will be able to view the example retrieved.

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

 

Choose App & Action Event

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Choose Other App

You will now choose the second application in the equation, for example, Google Sheets.

 

Choose Action Event

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

Remaining steps will vary widely depending on the app and events that you choose, but will involve mapping output fields from Checkfront to your selected application.

 

zapier-logomark.png

Please see the Zapier Help Center for more information on your many options now that you have Checkfront connected.

Options include 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

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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.

 

 Star.png 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

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While there are many Triggers and Actions 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.

Use Case
  1. Choose to create a New Booking with Checkfront.
  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!

 

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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

 

 

 

 

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