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 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

Client created

Triggers when a new client is created

Booking canceled

Triggers when a booking is canceled

Booking updated

Triggers when the details of an existing booking are updated

Booking event occurred

Triggers when a booking event, such as booking creation, booking cancellation, or booking modification, occurs in Simplybook

Booking created

Triggers when a new booking is created

All Actions - Actions are the automated tasks

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Find person

Finds the details of the specified person by ID

Create note

Creates a new note

Create client

Creates a new client

Create booking

Creates a new booking

Update note

Updates the details of an existing note

Update client

Updates the details of an existing client

Update booking

Updates the details of an existing booking

Fetch product

Fetches the details of an existing product using ID

Get first available slots

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

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 service

Fetches the details of an existing service using ID

Fetch note

Fetches the details of an existing note using ID

Fetch client

Fetches the details of an existing client using ID

Fetch provider

Fetches the details of an existing provider using ID

Search product

Searches the details of an existing product using product name

Search provider

Searches the details of an existing provider using provider name

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

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

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.

Bookings/Scheduling

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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