

Integrate Capsule CRM with SimplyBook
Send information between Capsule CRM and SimplyBook automatically, without writing any code, using Zoho Flow.

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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 Organization
Triggers when a new organization is created

New Person
Triggers when a new person is created on Capsule CRM

New Task
Triggers when a new open task is created

New User
Triggers when a new user is added

New Case
Triggers when a new case is created

New Opportunity
Triggers when a new opportunity 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

Booking created
Triggers when a new booking is created
All Actions - Actions are the automated tasks

Create Person
Creates a new person on Capsule CRM

Create Case
Creates a new case

Create Task
Creates a new task

Create Opportunity
Creates a new opportunity

Find person
Finds the details of the specified person by ID

Create booking
Creates a new booking

Create client
Creates a new client

Create note
Creates a new note

Update client
Updates the details of an existing client

Update note
Updates the details of an existing note

Update booking
Updates the details of an existing booking

Get first available slots
Returns the first available slots for the selected service, provider, and date.

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

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

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
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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