Until now, the SIMCOAI Zapier app could send data out of SIMCOAI, and only create or update orders and customers from another app. It can now log a booking, a refund request or an escalation from any app that connects to Zapier — a call centre tool raising an escalation, a form builder logging a booking request, an accounting app flagging a refund.
A single "Update a Record" action replaces needing four separate ones. Pick the record type, paste in an ID from an earlier step in your Zap, and set a new status or notes — the same action covers orders, refunds, bookings and escalations, which is what makes setting up a Zap simpler than before.
What changed
The expanded Zapier actions allow other apps to create more kinds of SIMCOAI record. A workflow can log a booking, a refund request or an escalation rather than being restricted to orders and customers.
For example, a form submission can log a booking request, an accounting workflow can flag a refund request, and a support tool can raise an escalation. Creating the record makes the work visible in SIMCOAI; it does not mean the underlying service or payment has been completed.
Before and after
Before this update: The app could send SIMCOAI data outward, while inbound creation covered orders and customers. Updating different operational record types required a more fragmented setup.
With this update: Additional creation actions cover bookings, refund requests and escalations. Update a Record also lets a Zap select orders, refunds, bookings or escalations and change status or notes using a record ID.
What it means for you
Choose the action that matches the business event, map the source fields and use a record ID returned by an earlier step when updating. Review a sample record to make sure its status and notes describe the intended work.
A refund request is not a refund payment, and a booking record should be checked against your confirmation process. The connection permissions still determine which records the Zap can access.
All six actions are tested against the live SIMCOAI API. See the full list of triggers and actions