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Appointments

Last Update 19 gün önce

Using the Booking Form Module Using the Upcoming Appointments Module How To Link Appointments To Google Calendar How to Personalize your Calendar Address (URL/Slug) How to Personalize the Message Customers Receive After They Booked/Cancelled

Integrate Zapier Using Webhooks in Lime Appointments

Dex

Last Update 19 gün önce

Lime Appointments and Webhooks work together to trigger an action in Zapier. Zapier can then integrate with various other apps such as Aweber, Zendesk, and 1000+ others.

Setting Up A Webhook Trigger in Zapier

Step 1: Log in to your Zapier account or create an account on Zapier


Step 2: 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.

Webhook app being chosen as the trigger for the Zap


Step 3: 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 organize the fields we pass to it.

Step 4: Customize the Hook for Webhooks


Copy the Custom Webhook URL so that we can paste this back into Lime Appointments.

Creating a New Webhook in Lime Appointments

Step 1: Go to Lime Appointment Settings > Webhooks. Click the toggle to enable this feature, and then click Edit. 
Step 2: On the Webhooks screen, click Add a New Webhook.


Step 3: Configure your Webhook in Lime Appointment


The Lime Appointments 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


Step 4: Under the URLs field, paste the Custom Webhook URL you copied from Zapier earlier.

Step 5: Copy the Token, you need this for the next step.


Step 6: Click Save

Finish Setting Up Webhook Trigger in Zapier

Step 1: 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.

Step 2: Testing the Lime Appointments Trigger in Zapier


The next screen in the Zapier editor will ask you to test your trigger. Go back to your Lime Appointments page, and depending on what Trigger you chose for your Webhook, you’ll need to set off that trigger.


For example, if you chose Lime 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:

Step 3: Customize the new action in Zapier


Step 4: 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 Lime Appointments to any other application supported by Webhooks.

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