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This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

Simply Schedule Appointments and Webhooks work together to trigger an action in Zapier. Zapier can then integrate with a variety of 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 appoointments
  • Analyze appointment booked data by integrating with Google Sheets.

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 if you’re 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 basically an automated task that you want to be run over and over again between two online apps.

Webhook app being chosen as the trigger for the Zap

Catch Hook Option for Webhooks

When it asks you to Choose App & Event, make sure to choose Catch Hook, this will allow us to automatically receive the Appointment information 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.

Custom Webhook URL Zapier Integration


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 to Add a New Webhook.

Enabling the Webhooks feature and clicking edit

Configure your Webhook in SSA

The SSA webhooks will automatically notify and send Zapier Appointment information depending on the trigger you choose.

  • 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, which you’ll need for the next step. Save the Webhook.

Configuring the new webhook in SSA

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:

Successful trigger set up in Zapier

Setting Up Action in Zapier

Lastly, you’ll want to customize the new action in Zapier, in this example I’ll be creating 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’re able to customize your actions using any of the data that gets 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…

Setting up my action in the Zapier Editor

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 🥳

Turn on your Zap!

Still stuck?

File a support ticket with our five-star support team to get more help.

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