SimplyBook.me + FreeAgent Integration

Integrate FreeAgent to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Generate invoices, track project tasks, log payments, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SimplyBook.me
    Booking is created in SimplyBook.me
  • SimplyBook.me
    Booking is canceled in SimplyBook.me
  • SimplyBook.me
    Client is created in SimplyBook.me
  • SimplyBook.me
    Invoice is created in SimplyBook.me
  • FreeAgent
    Contact is created in FreeAgent
  • FreeAgent
    Invoice is created in FreeAgent
  • FreeAgent
    Task is created in FreeAgent
  • FreeAgent
    User is created in FreeAgent
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
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create project in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent

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Ready WorkflowsReady Workflows ย  for SimplyBook.me + FreeAgent Integration

Create invoices for new bookings, add clients, track projects, alert your team, and update accounting records, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your FreeAgent + SimplyBook.me flow

Send booking data to your CRM, alert your team on messaging apps, log transactions in spreadsheets, and trigger follow-up tasks instantly. Pick a combination and activate it in one click.

SimplyBook.me
FreeAgent
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StripeStripe (6)
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Google CalendarGoogle Calendar (6)
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MailchimpMailchimp (6)
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SlackSlack (6)
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Google SheetsGoogle Sheets (6)
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ZoomZoom (6)
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When Booking is created in SimplyBook.me, create an invoice in FreeAgent, and create a customer in Stripe.
New SimplyBook.me bookings instantly generate a FreeAgent invoice and a Stripe customer profile, eliminating manual financial data entry.
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When Invoice is created in FreeAgent, get booking by ID in SimplyBook.me, and create a payment link in Stripe.
FreeAgent invoice creation triggers a lookup in SimplyBook.me and generates a Stripe payment link to speed up collections.
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When a Stripe payment succeeds, create a project in FreeAgent, and get booking by ID in SimplyBook.me.
Successful Stripe payments automatically spin up a FreeAgent project and pull SimplyBook.me appointment details for tracking.
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Create a Stripe customer for every new Client created in SimplyBook.me, and create a FreeAgent contact.
Every SimplyBook.me client registration automatically populates your Stripe customer list and FreeAgent contacts database.
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If a Stripe payment fails, create a task in FreeAgent, and get booking by ID in SimplyBook.me.
Failed Stripe payments automatically create a follow-up task in FreeAgent and retrieve the associated SimplyBook.me appointment.
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When a Stripe subscription is canceled, generate cashflow summary for given period in FreeAgent, and get booking by ID in SimplyBook.me.
Subscription cancellations in Stripe trigger an updated cashflow summary in FreeAgent and retrieve related SimplyBook.me records.

Supported triggers and actions for SimplyBook.me and FreeAgent

Mix and match to build the exact automation you need

SimplyBook.me
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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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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FreeAgent
FreeAgent Triggers & Actions
Contact is created in FreeAgent
Triggers the automation when a new contact is created
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Invoice is created in FreeAgent
Triggers the automation when any invoice is added or modified
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Task is created in FreeAgent
Triggers the automation when a new task is created
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User is created in FreeAgent
Triggers the automation when a new user is created
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Create invoice in FreeAgent
Generates invoices for sales transactions
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Create project in FreeAgent
Creates a new project
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Create contact in FreeAgent
Adds a new contact to the database
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Create task in FreeAgent
Creates a new task
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Generate cashflow summary for given period in FreeAgent
Generates a detailed cash flow summary report for a period
Try it โ†’

What can you automate with FreeAgent + SimplyBook.me?

Streamline your scheduling and accounting operations with powerful automated workflows.

What you can automate?
๐Ÿงพ
Create invoices from new appointments automatically
Generate a FreeAgent invoice the moment a booking is created in SimplyBook.me. Eliminate manual billing delays and ensure every appointment is accounted for immediately.
๐Ÿ“‹
Capture every submitted client custom field
Retrieve custom field values from SimplyBook.me and map them directly into your FreeAgent contacts and projects. Keep all client details organized in one place.
๐Ÿ””
Notify your team of new bookings instantly
Send immediate alerts to your staff whenever a client books an appointment or cancels a schedule, ensuring everyone stays coordinated in real time.
๐Ÿ”€
Route bookings based on specific service criteria
Trigger different FreeAgent projects or tasks depending on the service category or client type submitted in SimplyBook.me. Handle VIP appointments with specialized workflows.
๐Ÿ”„
Keep accounting records up to date as schedules change
Automatically update FreeAgent projects and invoices whenever appointment details are modified in SimplyBook.me. Maintain complete data consistency across platforms.
๐Ÿ‘ค
Prevent duplicate contacts across systems
Check existing FreeAgent contacts before creating new ones from SimplyBook.me client registrations. Keep your accounting database clean and organized.
โŒ
Manage appointment cancellations and refunds
Handle booking cancellations in SimplyBook.me by automatically generating follow-up tasks or updating cashflow summaries in FreeAgent.
๐Ÿ“Š
Extend your workflow with spreadsheet logging
Connect Google Sheets alongside FreeAgent and SimplyBook.me to maintain secondary audit logs and performance reports for every appointment.
And much more...

Who is FreeAgent + SimplyBook.me integration for?

Connect appointment scheduling with cloud accounting so finance teams, managers, and service providers eliminate manual data entry across bookings and invoices.

Accountants and Financial Controllers
Accountants and Financial Controllers
Salon and Clinic Managers
Salon and Clinic Managers
Agency Directors
Agency Directors
Customer Success Leads
Customer Success Leads
Operations Coordinators
Operations Coordinators
Finance Teams
Finance Teams
๐Ÿ“ˆ
Accountants and Financial Controllers
You're reviewing financial statements and cashflow reports, but your booking records only update when someone manually exports data, so the revenue figures you're working with are always a few days behind โ€” with this integration, every new transaction lands in your accounting suite instantly and your reports stay current.
๐Ÿฅ
Salon and Clinic Managers
You're managing daily client schedules, but booking cancellations and payments surface hours after they happen, so your team scrambles to adjust staffing โ€” connecting these apps means every booking change alerts your staff the moment it occurs and keeps operations running smoothly.
๐Ÿ’ผ
Agency Directors
You're managing client deliverables and billing, but tracking billable hours across separate systems leads to discrepancies that clients question during reviews โ€” automating both apps means project accounts and bookings sync automatically so your reporting is always transparent.
โญ
Customer Success Leads
You're handling hundreds of service bookings weekly, but manually matching client payments to accounting entries causes major administrative bottlenecks โ€” with this integration, every client record and invoice generates instantly without manual data entry.
โš™๏ธ
Operations Coordinators
You're waiting for appointment confirmations before provisioning resources, but manual notifications delay your workflow and frustrate clients โ€” automating both apps means every new booking instantly triggers project creation and task assignment.
๐Ÿ”
Finance Teams
You're auditing monthly revenue and expense logs, but manual record-keeping creates missing entries between appointment software and accounting ledgers โ€” this integration means every transaction and client profile matches up seamlessly with zero gaps in your financial history.
Our team

Ready Workflows 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 + FreeAgent

Build and manage your SimplyBook.me + FreeAgent 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 + FreeAgent 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 โ€” 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect FreeAgent to SimplyBook.me?
Frequently Asked Questions
You can connect FreeAgent to SimplyBook.me instantly using ready-made workflows on Integrately. Select a pre-built template, authenticate your accounts, and let 1-click setup handle the rest or use Integrately AI.
Can I automatically create invoices in FreeAgent when a booking is created in SimplyBook.me?
Frequently Asked Questions
Can I connect FreeAgent, SimplyBook.me, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreeAgent and SimplyBook.me?
Frequently Asked Questions
How are client contacts synced between SimplyBook.me and FreeAgent?
Frequently Asked Questions
Can I retrieve custom fields from SimplyBook.me into FreeAgent?
Frequently Asked Questions
Do I need coding skills to automate FreeAgent and SimplyBook.me?
Frequently Asked Questions
Is the FreeAgent and SimplyBook.me integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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