Zapier Integration

Connect SeroBook to over 5,000 apps with Zapier. Automate repetitive tasks like sending notifications, syncing data to spreadsheets, and updating your CRM whenever a booking event occurs.

Overview

Zapier acts as a bridge between SeroBook and the other tools your business relies on. Each automated workflow is called a Zap, and it consists of a trigger (an event in SeroBook) and one or more actions (tasks performed in other apps).

With the SeroBook Zapier integration, you can automatically respond to booking events, push customer data to your marketing tools, and keep your team informed in real time — all without writing a single line of code.

Connecting SeroBook to Zapier

Follow these steps to connect your SeroBook account to Zapier:

1. Log in to your Zapier account (or create one at zapier.com)
2. Click Create Zap in the top-left corner
3. Search for SeroBook in the app search bar
4. Select SeroBook as your trigger app
5. Click Sign in to SeroBook when prompted
6. Enter your SeroBook API key (found under Settings → Integrations → API Keys)
7. Select the workspace you want to connect
8. Click Continue to complete the connection

Available Triggers

Triggers are events in SeroBook that start your Zap. When a trigger fires, Zapier automatically runs the actions you've configured.

New Booking

Fires when a new booking is created in SeroBook, whether it's made by a customer through your booking page, created manually from the dashboard, or submitted via the API. The trigger includes the full booking details: customer name, email, phone, service, date, time, price, and any custom notes.

Booking Cancellation

Fires when an existing booking is cancelled. This trigger includes the original booking details along with the cancellation reason (if provided) and the timestamp of when the cancellation occurred. Use this to follow up with customers or update downstream systems.

New Customer

Fires when a new customer record is created in SeroBook. This happens when a first-time customer makes a booking or when you manually add a customer. Includes name, email, phone, and any custom fields you've configured.

Payment Received

Fires when a payment is successfully processed for a booking. Includes the payment amount, method, booking reference, and customer details. This is useful for syncing revenue data to accounting tools.

Available Actions

Actions are tasks that SeroBook can perform when triggered by events in other apps. Use these to push data into SeroBook from your other tools.

Create Booking

Creates a new booking in SeroBook. You'll need to provide the customer email (or name and phone), service, date, and time. Optional fields include notes, custom price, and staff assignment. If the customer already exists in SeroBook, the booking is linked to their profile automatically.

Update Customer

Updates an existing customer record in SeroBook. Search by email or customer ID, then modify fields like name, phone, address, or custom fields. This is useful for keeping SeroBook in sync with your CRM or marketing platform.

Popular Zaps

Here are some of the most popular workflows SeroBook users set up with Zapier:

New Booking to Google Sheets

Automatically log every new booking as a row in a Google Sheet. This is great for record-keeping, reporting, or sharing booking data with team members who don't have SeroBook access.

• Trigger: SeroBook — New Booking
• Action: Google Sheets — Create Spreadsheet Row
• Map fields: Customer name, email, service, date, time, price

New Booking to Slack Notification

Get instant Slack notifications in a dedicated channel whenever a new booking comes in. Keep your team informed without anyone needing to check the dashboard.

• Trigger: SeroBook — New Booking
• Action: Slack — Send Channel Message
• Message template: "New booking: [Customer Name] booked [Service] on [Date] at [Time]"

New Customer to Mailchimp

Automatically add new SeroBook customers to a Mailchimp audience. Build your email marketing list effortlessly and send welcome emails, promotions, or follow-ups.

• Trigger: SeroBook — New Customer
• Action: Mailchimp — Add/Update Subscriber
• Map fields: Email, first name, last name, tags

Cancellation to Email Notification

Send yourself (or your team) an email whenever a booking is cancelled, so you can follow up or fill the newly open slot.

• Trigger: SeroBook — Booking Cancellation
• Action: Gmail / Outlook — Send Email
• Include: Customer details, original booking time, cancellation reason

Payment to QuickBooks

Log payments as income entries in QuickBooks or Xero for seamless bookkeeping. Keep your accounting up to date without manual data entry.

• Trigger: SeroBook — Payment Received
• Action: QuickBooks — Create Sales Receipt
• Map fields: Amount, customer name, service description, date

Setting Up Your First Zap

Let's walk through creating a complete Zap from scratch. We'll set up the "New Booking to Google Sheets" workflow as an example.

1. In Zapier, click Create Zap
2. Set up the trigger:
   • Search for and select SeroBook
   • Choose New Booking as the trigger event
   • Connect your SeroBook account (if not already connected)
   • Click Test trigger — Zapier will pull in a recent booking as sample data
3. Set up the action:
   • Search for and select Google Sheets
   • Choose Create Spreadsheet Row as the action event
   • Connect your Google account
   • Select the spreadsheet and worksheet
4. Map the fields:
   • Match SeroBook fields (customer name, email, service, date, etc.) to spreadsheet columns
   • Use the dropdown to select SeroBook data for each column
5. Click Test action to verify a row is created correctly
6. Click Publish to activate your Zap

Testing Your Zaps

Before relying on a Zap in production, always test it thoroughly:

• Use Zapier's built-in test: Each step has a "Test" button that runs the action with sample data
• Create a test booking: Make a real booking in SeroBook to trigger the Zap end-to-end
• Check the Task History: In Zapier, go to Zap History to see every trigger and action that has run, including any errors
• Verify the output: Confirm the data appears correctly in the destination app (e.g., check your Google Sheet or Slack channel)

Managing Your Zaps

Keep your Zaps organized and running smoothly:

• Naming: Give each Zap a clear, descriptive name (e.g., "SeroBook New Booking → Google Sheets Log")
• Folders: Organize Zaps into folders by function (notifications, data sync, marketing)
• Monitoring: Check the Zapier dashboard weekly for any failed tasks
• Versioning: When making changes, duplicate the Zap first so you can revert if needed

To pause or deactivate a Zap, toggle it off from the Zapier dashboard. Your configuration is preserved so you can reactivate it at any time.

Troubleshooting

Common issues and how to resolve them:

Zap not triggering

• Verify your SeroBook account is still connected (re-authenticate if needed)
• Check that the Zap is turned on in the Zapier dashboard
• Ensure your SeroBook API key has not been revoked or regenerated
• Remember that polling triggers can take up to 15 minutes to detect new events

Missing or incorrect data

• Review the field mapping in your Zap — ensure each field is mapped to the correct SeroBook data
• Check that required fields in the destination app are filled in
• Look at the Zap History to see the exact data that was sent

Authentication errors

• Go to My Apps in Zapier and reconnect your SeroBook account
• Generate a new API key in SeroBook if the existing one has expired
• Make sure your SeroBook subscription is active

Duplicate records

• Add a Filter step in Zapier to prevent duplicates
• Use the Lookup action to check for existing records before creating new ones
• Review your trigger settings to ensure the correct event is selected

Next Steps

Now that you've set up your Zapier integration:

• Explore the SeroBook API for custom integrations
• Set up webhooks for real-time event notifications
• Sync your bookings with Google Calendar
• Learn about creating bookings