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: Growth (Subscription), Growth (Online Booking Fee), 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.
Zapier Integration Overview
Back to topIn 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. |
Creating your first Zap
Back to topFirst, 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
Back to topThe 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
Back to topNext, 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
Back to topEvent | 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. |
|
Connecting your Checkfront account
Back to topAfter 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.
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
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 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
Back to topYou 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.
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
Back to topEach 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 |
|
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 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!
< Setting up the Zapier integration in Checkfront