What is a Zap? How to create a Zap?

Using Zaps could help you with the following daily tasks:

• Sending a receipt with Quickbooks, Xero, Freshbooks, etc., once the balance has been paid
• Updating your MailChimp newsletter subscribers with each new client
• Collecting your traveler's arrival time with Typeform and updating the booking
• Sending your travelers a reminder text message with Twilio 24 hours before the arrival
• And many more !

These connections created between the apps are called Zaps.

Two options to create a Zap :

• Use a template created by the Smily team (see next section)
• Or create a Zap from scratch

Every time you create a Zap, you have the possibility to test it to make sure it runs as you want it to. Zapier will run the Zap through a recent booking or event that happened in your Smily account. 
Please note that the test will not work for an empty Smily account, a fake booking must be created via the website for example, in order to run the test.

Smily can be used as a trigger or as an action app.

Smily as a trigger app

Smily can generate different triggers to an action on a third-party app, they are the following:

• New Inquiry
• New And/Or updated client
• New And/Or updated booking
• New And/Or updated payment

• New review received

   

Smily as an action triggered by a third-party app

Smily can be triggered by a third-party app performing the following actions:

• Create a client
• Update a booking
• Create an inquiry
• Create/update a payment
• Add a review

Optional: Add a Search Step

During the Zap creation process, you may need to add a search step in order to retrieve missing information required for your action.

You can search for:

• Find a client by email

• Find a booking by date

   

🆕 Zapier Integration Updates

October 2025: Major Integration Update

We added powerful new actions to help you automate even more workflows.

1. Combine multiple actions in a single step

It is now possible to:

• Update a booking

• Update client details (emails and phone numbers)

• Create a booking comment

… all within a single Zapier action.

Example: This allows you to automatically process check-in forms (for example via Tally), even without a dedicated check-in application.

2. Update an existing client

Previously, Zapier only allowed you to create new clients in Smily.
You can now update the information of an existing client.

December 2025: Selective Booking Tag Updates

Since December 2025, we have released an update that allows you to selectively modify booking tags within the Update Booking action.

You can now choose exactly:

• Which tags to add

• Which tags to remove

This provides much more precise automation control (for example, adding a “Check-in Completed” tag without removing existing tags). 

These improvements make Zapier even more flexible and powerful for property managers.

📣 Stay tuned — more actions and resources will be available soon!