SimplyBook.me + bexio Integration

Q: Can I automatically create bexio invoices from SimplyBook.me bookings?

SimplyBook.me bookings can trigger automatic invoice generation in bexio without manual intervention. Start with a ready automation template or use Integrately AI to set up your exact billing process.

Q: Can I connect bexio, SimplyBook.me, and Slack?

All three apps work together seamlessly in multi-step workflows on Integrately. You can trigger an action in bexio or SimplyBook.me and send instant notifications in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for bexio and SimplyBook.me?

Most alternatives lack the ease and speed that 42,000+ active users experience on Integrately. You get 20 million+ templates, 24/5 live chat support, and free expert setup assistance.

Q: How does bexio handle client and invoice data during automation?

bexio records your client contacts and generates invoices automatically based on triggers from SimplyBook.me. There's a ready template — start from the bexio and SimplyBook.me integration.

Q: Can SimplyBook.me booking cancellations update my workflow?

SimplyBook.me booking cancellations can automatically update project records and search for related invoices in bexio. There's a ready template — start from the bexio and SimplyBook.me integration.

Q: Do I need coding skills to automate bexio and SimplyBook.me?

No coding skills are required to connect bexio and SimplyBook.me. You can use ready-made templates or ask Integrately AI to build your integration in seconds.

Q: Is the bexio and SimplyBook.me integration free?

The bexio and SimplyBook.me integration is available on Integrately with a free forever plan. You can test out multi-step workflows and upgrade as your automation needs grow.

Integrate bexio to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Track appointments, generate accounting invoices, update client records, and keep your financials current automatically.

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Booking is created in SimplyBook.me
Booking is canceled in SimplyBook.me
Client is created in SimplyBook.me
Invoice is created in SimplyBook.me
Order is created/updated in bexio
Person is created or updated in bexio
Invoice is created in bexio
Order is created in bexio
Quote is created in bexio
Product is created in bexio
Project is created in bexio
Company is created or updated in bexio

Create client in SimplyBook.me
Get clients custom fields values in SimplyBook.me
Get booking by ID in SimplyBook.me
Create time tracking in bexio
Create invoice in bexio
Send invoice in bexio
Search invoice in bexio
Issue invoice in bexio
Create person in bexio
Search person in bexio
Update person in bexio
Create project in bexio
Search project in bexio
Get project by ID in bexio
Update project in bexio
Create company in bexio
Search company in bexio
Update company in bexio
Update product in bexio
Create product in bexio
Search product in bexio
Export invoice to PDF in bexio
Create sales quote in bexio
Create sales order in bexio

Trusted by experts at...

Ready Workflows for bexio + SimplyBook.me Integration

Generate invoices from new bookings, update client records, sync order details, and notify your finance team, all in just one click.

When Booking is created in SimplyBook.me > Check any condition > Create person in bexio

SimplyBook.me + bexio Integration

Activate

Create bexio invoice for new SimplyBook.me event

If you're a professional who works on one-to-one basis and uses SimplyBook.me to manage your events, you may want to create an invoice in bexio when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in bexio.

This can save you time when creating invoice and tracking payments for your events.

Activate

Update bexio contact from new SimplyBook.me event

SimplyBook.me + bexio Integration

Activate

Create SimplyBook.me contact from new bexio company

If you have created a company in bexio, it's important to create a contact in SimplyBook.me. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

Activate

Create SimplyBook.me contact for new bexio contact

In order to keep your accounting and customer records in sync, when you create a contact in bexio, this automation will automatically create a contact in SimplyBook.me.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with bexio and SimplyBook.me!

Activate

Create bexio contact for new SimplyBook.me contact

If you are using SimplyBook.me, then you may want to also use bexio 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 bexio.

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?

Activate

Create bexio company from new SimplyBook.me invoice

If you're a small business owner who uses SimplyBook.me to manage your finances, you may be wondering if there's a way to automatically create a company profile in bexio whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with bexio and SimplyBook.me!

Activate

Create bexio invoice for new SimplyBook.me invoice

SimplyBook.me + bexio Integration

Activate

Update bexio contact from new SimplyBook.me client

SimplyBook.me + bexio Integration

Activate

Create bexio contact for new SimplyBook.me booking

SimplyBook.me + bexio Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your bexio + SimplyBook.me flow

Sync payments, calendar events, email campaigns, team notifications, spreadsheets, and video calls to keep your entire business stack working together. Pick a combination and activate it in one click.

Stripe (6)

Google Calendar (6)

Mailchimp (6)

Slack (6)

Google Sheets (6)

Zoom (6)

Create a Stripe payment link for every SimplyBook.me booking, and create an invoice in bexio

Every SimplyBook.me booking generates a Stripe payment link and a matching bexio invoice instantly, so your payments and accounting stay synchronized without manual data entry.

When a Stripe payment succeeds, create a client in SimplyBook.me and create an invoice in bexio

Successful Stripe payments automatically register a new client in SimplyBook.me and record the transaction as an invoice in bexio, eliminating administrative bottlenecks.

Create a Stripe customer for every new bexio person, and get client custom fields in SimplyBook.me

New bexio contacts automatically establish a customer profile in Stripe while pulling custom booking data from SimplyBook.me, keeping your client database uniform.

When a SimplyBook.me booking is canceled, update the Stripe customer and search for the invoice in bexio

Canceled SimplyBook.me appointments update your Stripe customer records and locate the related bexio invoice for review, saving manual lookup time.

Use ChatGPT to review failed Stripe payments, update the bexio invoice, and notify SimplyBook.me clients

ChatGPT analyzes failed Stripe payments so you can update your bexio invoice status and manage your SimplyBook.me client communications effectively.

When a bexio invoice is created, create a Stripe payment link and send client details to SimplyBook.me

New bexio invoices instantly generate Stripe payment links and populate SimplyBook.me client records, connecting your billing and scheduling operations.

Create a Google Calendar event for every SimplyBook.me booking, and create a project in bexio

SimplyBook.me bookings automatically populate your Google Calendar and create a tracking project in bexio, keeping scheduling and operations in sync.

When a Google Calendar event is created, create a client in SimplyBook.me and create an invoice in bexio

New Google Calendar events automatically register SimplyBook.me clients and generate bexio invoices, streamlining your intake process.

When a SimplyBook.me booking is canceled, update the Google Calendar event and update the bexio project

Canceled SimplyBook.me appointments update your Google Calendar schedule and revise the corresponding bexio project status automatically.

Create a Google Calendar event when a bexio project is created, and get booking details in SimplyBook.me

New bexio projects automatically schedule Google Calendar meetings and retrieve custom client fields from SimplyBook.me for preparation.

Use Claude to summarise Google Calendar meeting notes, update bexio projects, and check SimplyBook.me bookings

Claude analyzes meeting notes to update your bexio project logs and verify SimplyBook.me client appointment history seamlessly.

When a bexio order is created, schedule a Google Calendar meeting and create a client in SimplyBook.me

New bexio orders automatically schedule Google Calendar events and register client accounts in SimplyBook.me for fulfillment.

Add every new SimplyBook.me client to Mailchimp, and create an invoice in bexio

New SimplyBook.me clients are automatically subscribed in Mailchimp and registered with an invoice in bexio for streamlined marketing and billing.

Add new bexio persons to Mailchimp, and get custom fields values in SimplyBook.me

New bexio contacts are added to your Mailchimp subscriber list while retrieving appointment profile details from SimplyBook.me.

When a SimplyBook.me booking is canceled, update Mailchimp subscriber status and search for the bexio invoice

Canceled SimplyBook.me bookings update Mailchimp subscriber preferences and locate the corresponding bexio invoice for review.

Create a Mailchimp campaign when a bexio product is created, and check SimplyBook.me bookings

New bexio products trigger Mailchimp marketing campaigns while checking SimplyBook.me booking data for target audience insights.

Use Gemini to segment Mailchimp subscribers, create bexio invoices, and register SimplyBook.me clients

Gemini analyzes Mailchimp subscriber activity to automate bexio invoice generation and SimplyBook.me client registrations.

When a bexio order is created, update Mailchimp tags and create a client in SimplyBook.me

New bexio orders update Mailchimp subscriber tags and register client profiles in SimplyBook.me for ongoing engagement.

Send a Slack message for every SimplyBook.me booking, and create an invoice in bexio

New SimplyBook.me bookings instantly notify your team in Slack and generate an invoice in bexio, keeping everyone informed and billing on track.

Notify your finance channel in Slack when a bexio invoice is created, and get SimplyBook.me booking details

New bexio invoices alert your finance channel in Slack while pulling related appointment details from SimplyBook.me.

When a SimplyBook.me booking is canceled, post an alert in Slack and update the bexio project

Canceled SimplyBook.me appointments notify your team in Slack and update the corresponding project status in bexio.

Create a bexio project when a Slack message is received, and get SimplyBook.me client custom fields

Important Slack messages automatically generate bexio projects and retrieve custom client field values from SimplyBook.me.

Use ChatGPT to summarise Slack feedback, update bexio projects, and check SimplyBook.me bookings

ChatGPT analyzes team feedback in Slack to update bexio project details and review SimplyBook.me appointment records.

When a bexio order is created, post a notification in Slack and create a client in SimplyBook.me

New bexio orders notify your team in Slack and register client accounts in SimplyBook.me for service delivery.

Add every SimplyBook.me booking to Google Sheets, and create an invoice in bexio

SimplyBook.me bookings automatically log details in Google Sheets and generate a matching invoice in bexio for comprehensive reporting.

Log new bexio invoices in Google Sheets, and get SimplyBook.me client custom fields

New bexio invoices automatically update Google Sheets tracking logs while retrieving custom appointment fields from SimplyBook.me.

When a SimplyBook.me booking is canceled, update the Google Sheets row and update the bexio project

Canceled SimplyBook.me appointments update your Google Sheets tracking log and revise the corresponding bexio project status.

Create a bexio project from Google Sheets rows, and get SimplyBook.me booking details

New Google Sheets rows automatically generate bexio projects and retrieve associated booking details from SimplyBook.me.

Use Perplexity to research Google Sheets leads, create bexio invoices, and register SimplyBook.me clients

Perplexity researches spreadsheet prospects to automate bexio invoicing and SimplyBook.me client registrations.

When a bexio order is created, log details in Google Sheets and create a client in SimplyBook.me

New bexio orders automatically update Google Sheets tracking logs and register client accounts in SimplyBook.me.

Create a Zoom meeting for every SimplyBook.me booking, and create an invoice in bexio

SimplyBook.me bookings automatically generate Zoom meeting links and create corresponding invoices in bexio for virtual client sessions.

Create a Zoom meeting when a bexio project is created, and get SimplyBook.me client custom fields

New bexio projects automatically schedule Zoom meetings and retrieve custom client field data from SimplyBook.me.

When a SimplyBook.me booking is canceled, cancel the Zoom meeting and update the bexio project

Canceled SimplyBook.me bookings automatically cancel the corresponding Zoom meeting and update project statuses in bexio.

Create a bexio project when a Zoom meeting is recorded, and get SimplyBook.me booking details

Recorded Zoom meetings automatically generate bexio projects and retrieve related booking information from SimplyBook.me.

Use ChatGPT to summarise Zoom transcripts, update bexio projects, and check SimplyBook.me bookings

ChatGPT analyzes Zoom meeting transcripts to update bexio project logs and verify SimplyBook.me booking history.

When a bexio order is created, schedule a Zoom meeting and create a client in SimplyBook.me

New bexio orders automatically schedule Zoom meetings and register client profiles in SimplyBook.me for onboarding.

Supported triggers and actions for SimplyBook.me and bexio

Mix and match to build the exact automation you need

SimplyBook.me Triggers & Actions

Booking is created in SimplyBook.me

Triggers the automation when a new booking is created

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Booking is canceled in SimplyBook.me

Triggers the automation when a booking is canceled

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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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bexio Triggers & Actions

Order is created/updated in bexio

Triggers the automation when an order is created or updated

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Person is created or updated in bexio

Triggers the automation when a person is created or updated

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Invoice is created in bexio

Triggers the automation when any invoice is added or modified

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Order is created in bexio

Triggers the automation when a new order is created

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Quote is created in bexio

Triggers the automation when a new quote is created

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Product is created in bexio

Triggers the automation when a new product is created

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Project is created in bexio

Triggers the automation when a new project is created

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Company is created or updated in bexio

Triggers the automation when a company is created or updated

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What can you automate with bexio + SimplyBook.me?

Streamline your appointments, accounting invoices, client profiles, and operational workflows with ready-made automation recipes.

Get Started For Free

🧾

Generate bexio invoices from SimplyBook.me bookings

Turn every new appointment booking into an accounting invoice automatically. Eliminate manual data entry between your scheduling and financial systems.

📋

Capture every submitted client field

Map custom booking questions and appointment notes into your bexio client profiles. Ensure your accounting records hold complete customer details.

🔔

Alert your team the moment a booking arrives

Notify staff members in Slack or email when a new client books an appointment, ensuring rapid preparation and follow-up.

🔀

Route workflows based on booking service types

Trigger different bexio projects or invoice types depending on which appointment service or package your client selects in SimplyBook.me.

🔄

Keep client records updated across platforms

Automatically sync updates when a client edits their contact info or appointment schedule in SimplyBook.me and reflect them in bexio.

🛡️

Prevent duplicate records and entries

Search existing bexio databases before creating new client profiles or invoices, ensuring clean financial and customer lists.

❌

Handle appointment cancellations effortlessly

Update project statuses or search for related invoices in bexio the moment a client cancels their SimplyBook.me booking.

🌐

Extend your workflow to other business tools

Connect your core booking and invoicing pair with spreadsheet logs, payment processors, or calendars to expand your automation stack.

And much more...

Who is bexio + SimplyBook.me integration for?

Connecting bexio and SimplyBook.me eliminates manual double-handling for finance and operations teams, keeping booking appointments and accounting invoices perfectly aligned.

Finance Managers

Appointment Schedulers

Client Success Leads

Small Business Owners

Operations Coordinators

Administrative Assistants

📈

Finance Managers

You're reconciling booking payments with accounting ledgers by hand every week, but your revenue reports only update when someone manually exports invoices, so the financial metrics you're reviewing are always a few days behind — connecting these apps means every new booking generates a bexio invoice instantly and your ledgers stay current.

⚡

Appointment Schedulers

You manage client consultations in SimplyBook.me while client billing is handled separately in bexio, but manual data transfer causes delays in setting up new client accounts — with this integration, every new booking creates a client profile automatically and your scheduling workflow runs smoothly.

🤝

Client Success Leads

You report on client appointment volume to external stakeholders, but keeping separate client spreadsheets updated leads to missing booking records and audit gaps — automating both apps means every client interaction is logged accurately and your progress reports are always ready.

🚀

Small Business Owners

The volume of daily customer bookings is too high for your staff to keep up with manual invoice creation, resulting in billing bottlenecks and unpaid sessions — automating both apps means every booking triggers billing automatically and your revenue collection moves without friction.

⚙️

Operations Coordinators

You depend on sales teams to hand over customer booking details before you can provision projects in bexio, but missing handovers stall project execution — connecting these apps means project records are created the moment a booking lands and your operational pipeline stays active.

🔍

Administrative Assistants

You need a reliable transaction history for client billing, but keeping client records synchronized between SimplyBook.me and bexio creates constant data discrepancies — this integration means every client update flows seamlessly and your database maintains complete accuracy.

Try This Integration – No Code Needed

Did you know?

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 + bexio

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

1,500+ apps connected

Connect SimplyBook.me + bexio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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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

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

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

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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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.

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Frequently Asked Questions

How do I connect bexio to SimplyBook.me?

You can connect bexio to SimplyBook.me instantly using 1-click automations on Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow alongside tools like Slack, Stripe, and Google Sheets.

Can I automatically create bexio invoices from SimplyBook.me bookings?

Can I connect bexio, SimplyBook.me, and Slack?

What is a good Zapier alternative for bexio and SimplyBook.me?

How does bexio handle client and invoice data during automation?

Can SimplyBook.me booking cancellations update my workflow?

Do I need coding skills to automate bexio and SimplyBook.me?

Is the bexio and SimplyBook.me integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect bexio or SimplyBook.me With 1500+ Other Apps

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Sync SimplyBook.me with scheduling, CRM, and communication platforms to streamline client intake and management.

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SimplyBook.me + bexio Integration

Integrate bexio to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Track appointments, generate accounting invoices, update client records, and keep your financials current automatically.

Trusted by experts at...

Ready Workflows for bexio + SimplyBook.me Integration

Generate invoices from new bookings, update client records, sync order details, and notify your finance team, all in just one click.

When Booking is created in SimplyBook.me > Check any condition > Create person in bexio

Create bexio invoice for new SimplyBook.me event

Update bexio contact from new SimplyBook.me event

Create SimplyBook.me contact from new bexio company

Create SimplyBook.me contact for new bexio contact

Create bexio contact for new SimplyBook.me contact

Create bexio company from new SimplyBook.me invoice

Create bexio invoice for new SimplyBook.me invoice

Update bexio contact from new SimplyBook.me client

Create bexio contact for new SimplyBook.me booking

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your bexio + SimplyBook.me flow

Sync payments, calendar events, email campaigns, team notifications, spreadsheets, and video calls to keep your entire business stack working together. Pick a combination and activate it in one click.

Supported triggers and actions for SimplyBook.me and bexio

Mix and match to build the exact automation you need

What can you automate with bexio + SimplyBook.me?

Streamline your appointments, accounting invoices, client profiles, and operational workflows with ready-made automation recipes.

Who is bexio + SimplyBook.me integration for?

Connecting bexio and SimplyBook.me eliminates manual double-handling for finance and operations teams, keeping booking appointments and accounting invoices perfectly aligned.

Did you know?

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

Why choose Integrately to automate SimplyBook.me + bexio

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect bexio or SimplyBook.me With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

SimplyBook.me + bexio Integration

Integrate bexio to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Track appointments, generate accounting invoices, update client records, and keep your financials current automatically.

Trusted by experts at...

Ready Workflows for bexio + SimplyBook.me Integration

Generate invoices from new bookings, update client records, sync order details, and notify your finance team, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your bexio + SimplyBook.me flow

Sync payments, calendar events, email campaigns, team notifications, spreadsheets, and video calls to keep your entire business stack working together. Pick a combination and activate it in one click.

Supported triggers and actions for SimplyBook.me and bexio

Mix and match to build the exact automation you need

What can you automate with bexio + SimplyBook.me?

Streamline your appointments, accounting invoices, client profiles, and operational workflows with ready-made automation recipes.

Who is bexio + SimplyBook.me integration for?

Connecting bexio and SimplyBook.me eliminates manual double-handling for finance and operations teams, keeping booking appointments and accounting invoices perfectly aligned.

Did you know?

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

Why choose Integrately to automate SimplyBook.me + bexio

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect bexio or SimplyBook.me With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click