When Booking is created in SimplyBook.me > Check any condition > Create contact in Holded
SimplyBook.me + Holded Integration
SimplyBook.me + Holded Integration
Integrate Holded to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Create invoices and contacts, update your financial records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Booking is created in SimplyBook.me- Booking is canceled in SimplyBook.me
- Client is created in SimplyBook.me
- Invoice is created in SimplyBook.me
Purchase is created in Holded- Invoice is created in Holded
2.
- Create client in SimplyBook.me
- Get clients custom fields values in SimplyBook.me
- Get booking by ID in SimplyBook.me
- Create contact in Holded
- Search contact by email in Holded
- Update contact in Holded
- Search contact by phone in Holded
- Create sales invoice in Holded
- Create purchase invoice in Holded
- Create deal in Holded
- Create credit note in Holded
- Mark invoice as paid in Holded
- Send invoice in Holded
- Create sales receipt in Holded
- Mark credit note as paid in Holded
- Create quote in Holded
- Create sales order in Holded
- Create product in Holded
- Create event in Holded
- Create payment in Holded
- Create employee in Holded
Trusted by experts at...
Ready Workflows for Holded + SimplyBook.me Integration
Capture bookings, generate invoices, update client records, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Booking is created in SimplyBook.me > Check any condition > Create employee in Holded
SimplyBook.me + Holded Integration
When Booking is created in SimplyBook.me > Check any condition > Create deal in Holded
SimplyBook.me + Holded Integration
Create Holded deal for new SimplyBook.me event
In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Holded.
But manually creating a deal 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 in SimplyBook.me, it will trigger a corresponding deal creation in Holded.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
See moreBut manually creating a deal 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 in SimplyBook.me, it will trigger a corresponding deal creation in Holded.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Holded creditnote for new SimplyBook.me event
SimplyBook.me + Holded Integration
Create credit note in Holded for Booking is canceled in SimplyBook.me
SimplyBook.me + Holded Integration
Update Holded contact from new SimplyBook.me event
SimplyBook.me + Holded Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Holded + SimplyBook.me flow
Turn bookings into payments, sync schedules, update client lists, and notify your team instantly. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Google Calendar (4)
Google Calendar (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Zoom (4)
Zoom (4) +
Google Sheets (4)
Google Sheets (4) S
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Create a charge in Stripe for every new SimplyBook.me booking, and create a sales invoice in Holded
Every SimplyBook.me booking triggers a charge in Stripe and generates a sales invoice in Holded instantly. No manual payment collection or double data entry.
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When an invoice is created in Holded, create a customer in Stripe and send payment confirmation
New Holded invoices automatically create customer profiles in Stripe so you can track payments seamlessly. Eliminate manual setup and billing friction.
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When a SimplyBook.me booking is canceled, refund the charge in Stripe and update Holded
Canceled SimplyBook.me bookings trigger automated Stripe refunds and update your Holded records instantly. Keep your accounts balanced without manual work.
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Use Claude to evaluate SimplyBook.me payment risk, create a Stripe customer, and log it in Holded
Claude reviews incoming SimplyBook.me client details before Stripe creates the customer and Holded logs the transaction. Protect your revenue with AI-assisted verification.
Supported triggers and actions for SimplyBook.me and Holded
Mix and match to build the exact automation you need
SimplyBook.me Triggers & Actions
Invoice is created in SimplyBook.me
Triggers the automation when any invoice is added or modified
Try it → What can you automate with Holded + SimplyBook.me?
Connect your client bookings and financial records to eliminate manual entry and streamline your daily operations.
🧾
Generate Holded invoices from bookings
Turn every SimplyBook.me booking into a sales invoice in Holded automatically. Eliminate manual billing and ensure every appointment is accounted for.
📋
Capture every submitted client field
Map custom SimplyBook.me booking fields directly into Holded contact profiles. Your database stores complete client information without manual re-typing.
🔔
Notify your team instantly
Send instant alerts to your staff on Slack whenever a new booking is created or canceled in SimplyBook.me. Keep your entire team informed in real time.
🔀
Route records based on service type
Apply conditional logic to handle VIP bookings differently from standard appointments. Direct premium clients to specialized workflows automatically.
🔄
Keep client contact records updated
Automatically update contact details in Holded whenever a client modifies their profile in SimplyBook.me. Maintain accurate records across both platforms.
🔍
Search and prevent duplicate contacts
Search existing contacts by email in Holded before creating new records. Prevent clutter and keep your customer database clean and organized.
💳
Handle payment and invoice status changes
Automatically mark invoices as paid in Holded when payment events occur. Keep your financial ledgers synchronized with actual cash flow.
📊
Extend your workflow to Google Sheets
Log every SimplyBook.me booking and Holded invoice row into Google Sheets for custom reporting. Build comprehensive dashboards with your operational data.
And much more...
Who is Holded + SimplyBook.me integration for?
Business owners and operations teams who manage client bookings and company finances benefit from seamless data flow that eliminates manual administrative work.
Finance directors and controllers
Appointment coordinators
Client success managers
Front desk receptionists
Sales representatives
Bookkeepers and accountants
📈
Finance directors and controllers
You review financial reports and revenue metrics, but manual invoice creation leaves your dashboards outdated until administrative staff finish end-of-day data entry — with this integration, every new booking generates financial records instantly and your revenue reporting stays accurate.
⚡
Appointment coordinators
You manage busy booking schedules and client communication, but juggling appointment tools and billing software causes missed invoices and scheduling delays — with this integration, every client booking triggers billing records automatically and your workflow runs without friction.
🤝
Client success managers
You oversee client onboarding and satisfaction, but tracking booking details across separate systems makes it hard to verify if invoices were sent — with this integration, every client interaction updates your records instantly and your team maintains a complete overview.
🏢
Front desk receptionists
You handle high booking volumes throughout the day, but manually typing client details into accounting tools creates severe bottlenecks — with this integration, client profiles populate your financial software instantly and your front desk operates smoothly.
💼
Sales representatives
You depend on upstream booking data to initiate sales follow-ups, but delayed handoffs between scheduling and CRM tools cost you precious response time — with this integration, every new client record flows directly into your pipeline and your outreach begins immediately.
🗂️
Bookkeepers and accountants
You maintain financial ledgers and audit trails, but incomplete booking data forces you to hunt down missing invoices across multiple platforms — with this integration, every transaction and client profile is logged precisely and your financial history remains gap-free.
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 + Holded
Build and manage your SimplyBook.me + Holded automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect SimplyBook.me + Holded with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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.
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect SimplyBook.me + Holded Now 
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Frequently Asked Questions
How do I connect Holded to SimplyBook.me?
You can connect Holded to SimplyBook.me in 1-click using ready automation templates on Integrately, or use Integrately AI to build custom multi-step workflows with Stripe, Slack, and Google Sheets.
Can I automatically create Holded invoices from SimplyBook.me bookings?
Can I connect Holded, SimplyBook.me, and Slack?
What is a good Zapier alternative for Holded and SimplyBook.me?
How does Holded handle contact data during SimplyBook.me integrations?
Can SimplyBook.me cancellations update my Holded records?
Do I need coding skills to automate Holded and SimplyBook.me?
Is the Holded and SimplyBook.me integration free?
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