In this document:
Introduction
Simply Schedule Appointments and Webhooks work together to trigger an action in Zapier. Zapier can then integrate with various other apps such as ActiveCampaign, Salesforce, Zendesk, Evernote, and 1000+ others.
Example Use Cases
- Send a Slack notification to your employees anytime someone books an appointment.
- Add a contact to an ActiveCampaign from booked appointments.
- Analyze appointment booked data by integrating with Google Sheets.
Feel free to also check out our guide that provides an overview of the Webhooks feature.
Setting Up A Webhook Trigger in Zapier
Start by creating an account on Zapier. To use their Webhooks feature, you’ll need to use one of their plans that includes access to Premium Apps. But you can still follow along with this tutorial using the Free plan.
Create a New Zap
Once logged in, choose the Create Zap option in your Zapier Dashboard. You’ll be redirected to the Zap Editor screen. You’ll need to select the Webhook app as the trigger; this is what we’ll use to integrate with Zapier on our end.
A zap is an automated task that you want to run repeatedly between two online apps.
Catch Hook Option for Webhooks
When it asks you to Choose App & Event, make sure to choose Catch Hook, this will allow us to receive the Appointment information automatically and organizes the fields we pass to it.
Customize the Hook for Webhooks
Copy the Custom Webhook URL so that we can paste this back into SSA in the following steps.
Creating a New Webhook in SSA
Go to SSA Settings > Webhooks. Click the toggle to enable this feature, and then click Edit. On the Webhooks screen, click Add a New Webhook.
Configure your Webhook in SSA
The SSA webhooks will automatically notify and send Zapier Appointment information depending on your chosen trigger.
- Name: An optional name for you to help keep track of your webhooks.
- Token: A unique token you can use to verify the request. To refresh the token, click the refresh arrow on the right-hand side of the token field.
- Trigger: Select which actions should trigger this webhook
- URLs: The URLs where the webhooks will be sent
- Appointment types: Select all appointment types or select certain appointment types that will trigger the webhook
Pasting the Zapier Custom Webhook URL into a New SSA Webhook
Under the URLs field, paste the Custom Webhook URL you copied from Zapier earlier.
Now, copy the Token you need for the next step. Save the Webhook.
Finish Setting Up Webhook Trigger in Zapier
Going back to the Make a Zap editor, take the Token you just copied and paste it into the Pick Off A Child Key field.
Testing the SSA Trigger in Zapier
The next screen in the Zapier editor will ask you to test your trigger. Go back to your SSA page, and depending on what Trigger you chose for your Webhook, you’ll need to set off that trigger.
For example, if you chose Appointment Booked, go to your Booking Calendar and book a test/fake appointment.
Once you’ve set off the webhook, you’ll want to go back to the Zapier editor and select Test Trigger. You should see a page like this:
Setting Up Action in Zapier
Lastly, you’ll want to customize the new action in Zapier; in this example, I’ll create a new Trello card whenever someone books an appointment.
Notice that the fields are filled in by Webhooks data that uses SSA Appointment Information. You can customize your actions using any data pulled in from the payload delivered by the webhook.
Fields like the Name, Start Time, Timezone, Email, Custom Fields, etc… can go here.
Make sure to format your data the way you’d like to see it on your other application. For example, use new lines, dashes, commas, colons, etc…
Double-Check Last Details
In your Zapier Dashboard, go to the Zaps page and make sure your new Zap is ON.
And that’s it! Now you’re ready to connect your Appointments to any other application supported by Webhooks.
