Integrate Capsule CRM with SimplyBook
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Supported triggers and actions
Integrate Capsule CRM and SimplyBook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
Booking updated
Triggers when the details of an existing booking are updated
Client created
Triggers when a new client is created
Booking created
Triggers when a new booking is created
Booking canceled
Triggers when a booking is canceled
Booking event occurred
Triggers when a booking event, such as booking creation, booking cancellation, or booking modification, occurs in Simplybook
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
Create booking
Creates a new booking
Create note
Creates a new note
Create client
Creates a new client
Update booking
Updates the details of an existing booking
Update note
Updates the details of an existing note
Update client
Updates the details of an existing client
Fetch ticket by code
Fetches the details of an existing ticket using ticket code
Fetch client
Fetches the details of an existing client using ID
Get first available slots
Returns the first available slots for the selected service, provider, and date.
Fetch note
Fetches the details of an existing note using ID
Fetch provider
Fetches the details of an existing provider using ID
Fetch product
Fetches the details of an existing product using ID
Fetch service
Fetches the details of an existing service using ID
Fetch booking
Fetches the details of an existing booking using ID
Search service
Searches the details of an existing service using service name
Search client
Searches the details of an existing client using client name and email address
Search provider
Searches the details of an existing provider using provider name
Search product
Searches the details of an existing product using product name
What is Capsule CRM?
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What is SimplyBook?
SimplyBook is appointment and scheduling software that allows your clients to book your services online at any place, any time (24/7), and on any device while offering a variety of flexible features.
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