SimplyBook.me
Triggers
(6)New Booking
Triggers when a new booking is created in SimplyBook.me
Booking Change
Triggers when a booking is changed in SimplyBook.me
Booking Cancellation
Triggers when a booking is canceled in SimplyBook.me
New Client
Triggers when a new client is added (via booking or manually) in SimplyBook.me
New Invoice
Triggers when a new invoice is generated/paid in SimplyBook.me (requires Accept Payments feature)
New Offer
Triggers when a new offer (proposal or quote) is created (bookings with promo: false)
Actions
(10)Create Booking
Create a new booking using the book API method. Returns appointment info or throws exception if time not available.
Set Booking Comment
Set a comment for a booking
Add Client
Add a new client with specified data. Email, phone, or both may be required (check company settings).
Create Note
Create a note (generic) in the system
Create Detailed Report
Generate a detailed report (metrics, bookings, revenue)
Cancel Booking
Cancel an existing booking. Returns true on success.
Delete Client
Delete an existing client
Get Bookings
Returns list of bookings filtered by given parameters
Get Client List
Returns list of clients associated with company. Search by phone number, email address, or name.
Find Invoice
Find invoices with filters and pagination
Example automation
Trigger
Event received
from SimplyBook.me
Action
Create Module Record
in Coherence
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