Zapier

Here’s the reformatted information from the Cleanly documentation on Zapier integration:

Zapier Integration with Cleanly Booking 🚀

This document details how to integrate Zapier with the Cleanly Booking product by ThemeDev. Zapier is a popular web-based automation tool that connects various apps and services to automate tasks without requiring coding. Integrating Zapier with Cleanly allows you to receive instant updates on bookings, customer details, and payment statuses in other connected applications.

Step-by-Step Guide to Configure Zapier Integration:

To set up the integration, you will create a “Zap” (Zapier’s term for an automated workflow) and then link it to Cleanly Booking via a Webhook URL.

Part 1: Setting Up a Zap in Zapier

1. Access Zapier:
   • Sign up or log in to your Zapier account.
2. Create a New Zap:
   • Click on the option to create a new Zap.
3. Set Up the Webhook Trigger:
   • For the Trigger step, choose “Webhooks by Zapier” as the Trigger App.
   • Select “Catch Hook” as the Trigger Event.
   • Zapier will generate a unique Webhook URL. Copy this URL. This URL is where Cleanly Booking will send booking data.
   • Zapier will then wait for a test response. You’ll send this test from Cleanly later.
4. Configure Action App(s) and Events (in Zapier):
   • For the Action step, choose the app you want to integrate with (e.g., Google Sheets, your CRM, Slack).
   • Select the corresponding Action Event (e.g., “Add New Row” for Google Sheets, “Send Channel Message” for Slack).
   • You will then map the data received by the webhook (from Cleanly) to the fields required by your chosen action app.
   • Test your action step to ensure it works correctly.

Part 2: Integrating the Webhook into Cleanly Booking

1. Access Cleanly Booking Settings in WordPress:
   • Open your WordPress wp-admin panel.
   • Navigate to “Settings” under “Cleanly Booking.”
2. Go to the Integration Section:
   • Click on the “Integration” tab.
3. Paste Zapier Webhook URL and Save:
   • Find the “Zapier Webhook Settings” section.
   • Paste the Webhook URL you copied from Zapier into the designated field.
   • Save all changes.

Once this integration is complete, any new booking confirmed through Cleanly will send data via the configured webhook to your Zapier workflow, automatically triggering the subsequent actions you have set up in Zapier.