Integrate SimplyBook with Salesflare
Send information between SimplyBook and Salesflare automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate SimplyBook and Salesflare using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Booking created
Triggers when a new booking is created
Booking event occurred
Triggers when a booking event, such as booking creation, booking cancellation, or booking modification, occurs in Simplybook
Booking canceled
Triggers when a booking is canceled
Client created
Triggers when a new client is created
Booking updated
Triggers when the details of an existing booking are updated
New account
Triggers when a new account is created
New opportunity
Triggers when a new opportunity is created
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create booking
Creates a new booking
Create client
Creates a new client
Create note
Creates a new note
Update note
Updates the details of an existing note
Update booking
Updates the details of an existing booking
Update client
Updates the details of an existing client
Fetch booking
Fetches the details of an existing booking using ID
Fetch provider
Fetches the details of an existing provider using ID
Fetch note
Fetches the details of an existing note using ID
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
Fetch client
Fetches the details of an existing client using ID
Fetch ticket by code
Fetches the details of an existing ticket using ticket code
Get first available slots
Returns the first available slots for the selected service, provider, and date.
Search product
Searches the details of an existing product using product name
Search client
Searches the details of an existing client using client name and email address
Search service
Searches the details of an existing service using service name
Search provider
Searches the details of an existing provider using provider name
Add contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create contact
Creates a new contact
Create task
Creates a new task
Create call
Creates a new call
Fetch user
Fetches a user by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch person
Fetches a person by ID, name, or email
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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What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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