SimplyBook.me currently provides 6 triggers that can start a workflow and 10 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
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)
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
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported SimplyBook.me event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Booking
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported SimplyBook.me action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Booking
Combine SimplyBook.me with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
New Booking
Finishes with
Create Booking, then preserve the outcome in Coherence
The exact authentication fields depend on SimplyBook.me. The workflow structure stays straightforward:
Authorize the SimplyBook.me account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with SimplyBook.me or provide a complementary trigger or action.
SimplyBook.me currently provides 6 triggers that can start a workflow and 10 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
SimplyBook.me currently lists 6 triggers and 10 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported SimplyBook.me triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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