SimplyBook.me and Salesflare
How to connect SimplyBook.me
- Via Zapier — 13 operations available. Set it up ↗
- Via Make — 28 modules available. Set it up ↗
What you can automate
- When updated Booking Details in SimplyBook.me, create meeting, then create call in Salesflare.
- When updated Client in SimplyBook.me, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Booking in SimplyBook.me, create meeting, then create call in Salesflare.
- When new Client in SimplyBook.me, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in SimplyBook.me, create opportunity, then find or create contact in Salesflare.
About SimplyBook.me
SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers variety of flexible features.
SimplyBook.me operations on Zapier
Triggers (8)
Start a workflow when this happens
- Cancelled Booking — Triggers when a booking is canceled.
- Deleted Client — Triggers when a client is deleted.
- New Booking — Triggers when a new booking is created.
- New Client — Triggers when new client created.
- New Invoice — Triggers when a new invoice is created.
Show 3 more triggers
- New Offer — Triggers when a new offer is created.
- Updated Booking Details — Triggers when the following booking details are updated: date, time, service, or provider.
- Updated Client — Triggers when client data is updated.
Actions (3)
Things Salesflare can make it do
- Cancel Booking — Cancel booking by id
- Create Booking — Create new booking and return it.
- Create Сlient — Create new client and return it.
Searches (2)
Look up existing records
- Get Booking — Retrieves detailed information about a specific booking by its ID
- Get Сlient — Find client data by id.
SimplyBook.me operations on Make
Triggers (1)
Start a workflow when this happens
- Watch Booking Events — Triggers on booking events.
Actions (22)
Things Salesflare can make it do
- Accept a Payment — Accepts a payment.
- Apply a Promo Code — Applies an existing promo code.
- Cancel a Booking — Cancels an existing booking.
- Create a Booking — Creates a new booking.
- Create a Booking's Comment — Creates a comment for booking.
Show 17 more actions
- Create a Client — Creates a new client.
- Create a Detailed Report — Creates a new detailed report.
- Create a Note — Creates a new note.
- Delete a Client — Deletes an existing client.
- Delete a Note — Deletes an existing note.
- Get Booking's Details — Gets booking's detailed info.
- Get Booking's Links — Gets booking's links.
- Get a Client — Retrieves an existing client.
- Get a Note — Retrieves an existing note.
- Get a Report — Retrieves an existing report.
- Get an Invoice — Retrieves an existing invoice.
- Get the First Available Slot — Retrieves the first available slot.
- Issue a Gift Card — Issues an existing gift card.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Booking — Updates an exsisting booking.
- Update a Client — Updates an existing client.
- Update a Note — Updates an existing note.
Searches (5)
Look up existing records
- Search Available Slots — Searches for available slots or lists them all.
- Search Bookings — Searches for bookings or lists them all.
- Search Clients — Searches for clients or lists them all.
- Search Invoices — Searches for invoices or lists them all.
- Search Notes — Searches for notes or lists them all.
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