SimplyBook.me + Agiled Integration

Integrate Agiled to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Capture every client detail, create tasks, update your projects, and keep your business records current automatically.

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1.
  • SimplyBook.me
    Booking is canceled in SimplyBook.me
  • SimplyBook.me
    Booking is created in SimplyBook.me
  • SimplyBook.me
    Client is created in SimplyBook.me
  • SimplyBook.me
    Invoice is created in SimplyBook.me
  • Agiled
    Employee is created in Agiled Instant
  • Agiled
    Task is created in Agiled Instant
  • Agiled
    Contact is created in Agiled Instant
  • Agiled
    Invoice is created in Agiled Instant
  • Agiled
    Project is created in Agiled Instant
  • Agiled
    Product is created in Agiled Instant
  • Agiled
    Ticket is created in Agiled Instant
  • Agiled
    Contract is created in Agiled Instant
  • Agiled
    Estimate is created in Agiled Instant
  • Agiled
    Account is created in Agiled
  • Agiled
    CRM source is created in Agiled
  • Agiled
    CRM status is created in Agiled
  • Agiled
    Sales agent is created in Agiled
Arrow Right
2.
  • SimplyBook.me
    Create client in SimplyBook.me
  • SimplyBook.me
    Get clients custom fields values in SimplyBook.me
  • SimplyBook.me
    Get booking by ID in SimplyBook.me
  • Agiled
    Create contact in Agiled
  • Agiled
    Update contact in Agiled
  • Agiled
    Delete contact in Agiled
  • Agiled
    Create task in Agiled
  • Agiled
    Delete task in Agiled
  • Agiled
    Update task in Agiled
  • Agiled
    Create employee in Agiled
  • Agiled
    Delete employee in Agiled
  • Agiled
    Update employee in Agiled
  • Agiled
    Create project in Agiled
  • Agiled
    Update project in Agiled
  • Agiled
    Delete project in Agiled
  • Agiled
    Create Invoice in Agiled
  • Agiled
    Update Invoice in Agiled
  • Agiled
    Delete invoice in Agiled
  • Agiled
    Create ticket in Agiled
  • Agiled
    Update ticket in Agiled
  • Agiled
    Delete ticket in Agiled
  • Agiled
    Create estimate in Agiled
  • Agiled
    Update estimate in Agiled
  • Agiled
    Delete estimate in Agiled
  • Agiled
    Create contract in Agiled
  • Agiled
    Update contract in Agiled
  • Agiled
    Delete contract in Agiled
  • Agiled
    Create expense in Agiled
  • Agiled
    Update expense in Agiled
  • Agiled
    Delete expense in Agiled
  • Agiled
    Create product in Agiled
  • Agiled
    Update product in Agiled
  • Agiled
    Delete product in Agiled

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Ready Workflows Ready Workflows for Agiled + SimplyBook.me Integration

Capture bookings, create contacts, track tasks, update invoices, and keep your schedule synced, all in just one click.

Most popular automationsmost-popular-automations
SimplyBook.me + Agiled Integration

Create Agiled task for new SimplyBook.me event

Every time a new SimplyBook.me event is created, this SimplyBook.me - Agiled integration will generate a corresponding task in Agiled automatically. This helps ensure that your team is always aware of the new events and can take the appropriate action.

Plus, it saves you time by eliminating the need to manually create tasks in Agiled for all such SimplyBook.me events. The task can be assigned to the relevant team member and include all the necessary details such as the date, time, and other details of the booking.

By having this process automated, it will ensure that every booking is properly managed and that no bookings are forgotten about or left unmanaged. Additionally, it will help to keep the team organized and on track, as they will always know what needs to be done and when.
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Agiled + SimplyBook.me Integration

Create SimplyBook.me contact from new Agiled contact

Agiled can be integrated with SimplyBook.me to help you manage your invoicing and finances. When a new contact is created in Agiled, a corresponding contact record should be created in SimplyBook.me.

This will ensure that your financial records are always up-to-date and accurate and you'll have a more accurate picture of your business' performance.

Setting up this automation is easy - just click on activate and connect your Agiled and SimplyBook.me accounts with Integrately.
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SimplyBook.me + Agiled Integration

Create Agiled task for new SimplyBook.me contact

If you're using SimplyBook.me and Agiled to manage your work, you'll want to make sure that contact-creation task are automatically created in Agiled. That way, you can easily keep track of who owes you what and when they're supposed to pay!
SimplyBook.me + Agiled Integration

Create Agiled contact for new SimplyBook.me contact

If you are using SimplyBook.me, then you may want to also use Agiled to manage your customer relationships. With the help of this automation, whenever you create a contact in SimplyBook.me, a corresponding contact will be created in Agiled.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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SimplyBook.me + Agiled Integration

Create Agiled task for new SimplyBook.me invoice

If you use SimplyBook.me to manage your invoice, you can also use Agiled to create and manage task associated with those invoice. Creating a task in Agiled will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Connect more apps to your Agiled + SimplyBook.me flow

Route booking details into your CRM, trigger team alerts, and sync financial records across your stack. Pick a combination and activate it in one click.

SimplyBook.me
Agiled
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
ZoomZoom (4)
+
SlackSlack (4)
S
S
A
Create a Stripe invoice for every new booking in SimplyBook.me, and record it in Agiled
New SimplyBook.me bookings generate a Stripe invoice instantly, while Agiled logs the client record so billing and scheduling stay aligned.
S
S
A
Create a Stripe customer for every new client in SimplyBook.me, and add an invoice in Agiled
SimplyBook.me client data flows directly into Stripe as a customer profile, with Agiled capturing the invoice details automatically.
S
S
A
When a SimplyBook.me invoice is generated, create a Stripe payment link and update Agiled
SimplyBook.me invoices trigger a Stripe payment link instantly, updating Agiled so your accounts reflect the latest billing status.
S
S
A
If a SimplyBook.me booking is canceled, update the Stripe record and log it in Agiled
Canceled SimplyBook.me bookings update your Stripe records and notify Agiled, keeping your financial pipeline accurate.

Supported triggers and actions for SimplyBook.me and Agiled

Mix and match to build the exact automation you need

SimplyBook.me
SimplyBook.me Triggers & Actions
Booking is canceled in SimplyBook.me
Triggers the automation when a booking is canceled
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Booking is created in SimplyBook.me
Triggers the automation when a new booking is created
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Client is created in SimplyBook.me
Triggers the automation when a new client is created
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Invoice is created in SimplyBook.me
Triggers the automation when any invoice is added or modified
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Create client in SimplyBook.me
Generates a new client profile
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Get clients custom fields values in SimplyBook.me
Retrieves the custom field values associated with clients
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Get booking by ID in SimplyBook.me
Retrieves booking details
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Agiled
Agiled Triggers & Actions
Instant
Employee is created in Agiled
Triggers the automation when an engagement action is created or modified
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Instant
Task is created in Agiled
Triggers the automation when a new task is created
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Instant
Contact is created in Agiled
Triggers the automation when a new contact is created
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Instant
Invoice is created in Agiled
Triggers the automation when any invoice is added or modified
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Instant
Project is created in Agiled
Triggers the automation when a new project is created
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Instant
Product is created in Agiled
Triggers the automation when a new product is created
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Instant
Ticket is created in Agiled
Triggers the automation when a new ticket is created
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Instant
Contract is created in Agiled
Triggers the automation when a new contract is created
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Instant
Estimate is created in Agiled
Triggers the automation when a new estimate is created
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Account is created in Agiled
Triggers the automation when a new account is created
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CRM source is created in Agiled
Triggers the automation when a CRM source is created
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CRM status is created in Agiled
Triggers the automation when a CRM status is created
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Sales agent is created in Agiled
Triggers the automation when a new sales agent is created
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Create contact in Agiled
Adds a new contact to the database
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Update contact in Agiled
Updates contact information with new details
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Delete contact in Agiled
Removes a contact from the address book
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Create task in Agiled
Creates a new task
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Delete task in Agiled
Removes a particular task
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Update task in Agiled
Updates the task with new information or changes
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Create employee in Agiled
Adds a new contact to the contact list
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Delete employee in Agiled
Removes an employee's profile from the system
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Update employee in Agiled
Updates employee information in real-time
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Create project in Agiled
Creates a new project
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Update project in Agiled
Updates project information
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Delete project in Agiled
Removes a project from the system
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Create Invoice in Agiled
Generates invoices for sales transactions
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Update Invoice in Agiled
Updates invoice details based on new information
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Delete invoice in Agiled
Deletes selected invoice records
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Create ticket in Agiled
Generates a new ticket
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Update ticket in Agiled
Updates ticket information
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Delete ticket in Agiled
Removes a ticket from the system
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Create estimate in Agiled
Adds a new contact to the contact list
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Update estimate in Agiled
Revise and adjust cost projections in the estimate based on new data inputs
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Delete estimate in Agiled
Removes an estimate entry from the database
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Create contract in Agiled
Generates a contract document based on particular criteria
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Update contract in Agiled
Updates contract details and terms as needed
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Delete contract in Agiled
Removes a particular contract from the database
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Create expense in Agiled
Generates a new expense record
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Update expense in Agiled
Updates expenses with new information
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Delete expense in Agiled
Removes an expense from the system
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Create product in Agiled
Generates and launch new products
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Update product in Agiled
Updates product information
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Delete product in Agiled
Removes a selected product from the database
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What can you automate with Agiled + SimplyBook.me?

Streamline your scheduling, client management, and business operations with powerful automated workflows.

What you can automate?
🔄
Sync bookings into Agiled contacts automatically
Capture every appointment created in SimplyBook.me and generate corresponding client profiles and tasks in Agiled without lifting a finger.
📝
Map every submitted field across your tools
Transfer custom client answers, service selections, and appointment notes from SimplyBook.me directly into detailed Agiled records.
🔔
Alert your team the moment a booking arrives
Trigger instant notifications and assign follow-up tasks in Agiled the second a client confirms an appointment.
🔀
Route records based on submitted service types
Create specific projects, tasks, or contracts in Agiled depending on the exact service category selected during booking.
🔄
Keep business records updated as details change
Automatically update Agiled client profiles and task statuses whenever appointment schedules or invoice details are modified.
🔍
Prevent duplicate entries with intelligent matching
Search existing Agiled records before creating new contacts, ensuring your database remains clean and organized.
⚠️
Handle appointment cancellations seamlessly
Update project tasks, adjust invoices, and log cancellation statuses in Agiled the moment a booking is canceled.
🌐
Extend your workflow to team communication tools
Connect your core scheduling flow with Slack or email apps to keep stakeholders informed of every new client interaction.
And much more...

Who is Agiled + SimplyBook.me integration for?

Operations managers, project leads, and business owners streamline their client scheduling, task management, and billing workflows effortlessly.

Business analytics leads
Business analytics leads
Customer support managers
Customer support managers
Client success directors
Client success directors
Operations supervisors
Operations supervisors
Project coordinators
Project coordinators
Finance specialists
Finance specialists
📈
Business analytics leads
You track client bookings across multiple channels, but your management dashboard only updates when someone manually exports records, so the metrics you review are always outdated — with this integration, every new booking lands in Agiled instantly and your operational data stays current.
Customer support managers
You need to assign onboarding tasks immediately after a client schedules an appointment, but delayed notifications leave your team scrambling to catch up — this integration means every new SimplyBook.me booking creates an Agiled task right away so your staff can act without delay.
🤝
Client success directors
You answer to stakeholders who want verified visibility into project milestones and appointment history, but scattered records create frustrating gaps — connecting these apps means every booking and contact flows straight into Agiled to provide a complete audit trail.
📊
Operations supervisors
Your booking volume is too high for anyone to keep up by hand, leading to missed client records and invoicing errors across departments — automating both apps means every booking is logged accurately without requiring manual data entry.
📋
Project coordinators
You own execution and depend on upstream scheduling data to initiate project tasks, but waiting on manual handoffs stalls your timeline — this integration means every appointment triggers your workflow tasks instantly.
🗂️
Finance specialists
You need a reliable history of all client invoices and payments, but manual record-keeping keeps leaving blind spots in your accounts — automating both apps means every SimplyBook.me billing event is captured in Agiled with total precision.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate SimplyBook.me + Agiled

Build and manage your SimplyBook.me + Agiled automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect SimplyBook.me + Agiled with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agiled to SimplyBook.me?
Frequently Asked Questions
You can connect Agiled to SimplyBook.me in 1 click using ready-made templates on Integrately or by asking Integrately AI to build the automation and map the fields.
Can I automatically create Agiled contacts from SimplyBook.me bookings?
Frequently Asked Questions
Can I connect Agiled, SimplyBook.me, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agiled and SimplyBook.me?
Frequently Asked Questions
How does Agiled handle client data during synchronization?
Frequently Asked Questions
Can SimplyBook.me trigger updates when a booking is canceled?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Agiled and SimplyBook.me integration free?
Frequently Asked Questions
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You Can Also Connect Agiled or SimplyBook.me With 1500+ Other Apps

Agiled
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SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with payment gateways, email marketing, and calendar tools to streamline your client scheduling.