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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
Back to topIn 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!
Back to topFirst, 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!
Back to topNext, choose Checkfront (by Invite) as the initial application you want to work with.
Choose a Trigger Event
Back to topNext, choose the Trigger Event you would like to use. Currently, we support the following Triggers.
- Available Trigger Events
Back to topTrigger | Description | Available Output Fields |
New Booking |
Triggers when a booking goes from a pre-booking status to locked in. |
|
Booking Change |
Triggers when a booking is changed.
|
|
New Item |
Triggers when an item is created. |
|
Item Change |
Triggers if an item is created or has been updated. |
|
Item Event Change |
Triggers when an item event has been created or one has been updated. |
|
Connect Your Checkfront Account
Back to topAfter 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.
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
Back to topClick 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
Back to topYou will now choose the second application in the equation, for example, Google Sheets.
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.
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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
Back to topEach 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.
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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 |
|
250.0000 |
Booking Code |
Booking ID |
|
BKKZ-110719 |
Booking Discount Total |
Total of Booking Discounts |
|
10.0000 |
Booking Discount Pretax |
Total of Pretax Booking Discounts |
|
10.0000 |
Booking Language (booking_language) |
Language |
|
en |
Booking Link |
Booking URL |
|
https://test.checkfront.com/booking/ABCD-12345 |
Booking Quantity |
Quantity |
|
1 |
Category Name |
Category |
|
Day Tours |
Created Date |
Created Date |
|
8/20/2019 11:16:58 |
Customer Address |
Address |
|
123 Main Street |
Customer City |
City |
|
Smallville |
Customer Country |
Country |
|
USA |
Customer Email |
|
John.Smith@email.com | |
Customer Name |
Name |
|
John Smith |
Customer Phone |
Phone |
|
123-456-7890 |
Customer Postal/Zip |
Postal/Zip |
|
90120 |
End Date |
Item Event End Date |
|
20191231 |
End Date |
Booking End Date |
|
20191231 |
End Time |
Booking End Time |
|
08:00
|
ID |
Item Event ID |
|
2 |
Item Data - name |
Various Item Data fields |
|
1: name: Mountain Bikes |
Item Discount Total |
|
|
10.0000 |
Item ID |
Item ID |
|
7 |
Item Name |
Item Name |
|
Skydiving |
Items |
Item Names |
|
Skydiving Tour, Bungee Jump, Ice Cream Tasting |
Name |
Item Event Name |
|
End-of-Summer discount |
New Status |
New Status |
|
Paid |
New Status ID |
New Status ID |
|
PAID |
Note |
Booking Note |
|
Peanut allergy. |
Old Status |
Old Status |
|
Pre-booking |
Old Status ID |
Old Status ID |
|
PRE |
Paid Total |
Amount Paid |
|
275.00 |
Sub Total |
Sub-Total |
|
250.0000 |
Summary |
Summary |
|
Cross this off your bucket list and join us for a day of thrills! |
Status |
Item Event Status |
|
Fixed responses...
|
Start Date |
Item Event Start Date |
|
20190819 |
Start Date |
Booking Start Date |
|
20190819 |
Start Time |
Booking Start Time |
|
07:00
|
Tax Total |
Taxes |
|
25.0000 |
Tax Inclusive Total |
Total of Inclusive Taxes |
|
14.0000 |
TID |
Tracking ID |
|
Customer parameter that can be added to the Booking Page URL or a Booking Widget integration. |
Total |
Total |
|
126.00
|
Type |
Event Type |
|
Fixed responses...
|
Use Case: New Booking Updates Google Sheet
Back to topWhile 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.

- 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!
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Beta Feature Feature requests can be submitted to support@checkfront.com. |
< Zapier: Introduction and Setup in Checkfront