

SimplyBook.me + Sharepoint Integration
Integrate Sharepoint to SimplyBook.me in one click, or tell Integrately AI how you want each client handled. Upload files, manage bookings, update clients, and alert your team automatically.
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Ready Workflows for SimplyBook.me + Sharepoint Integration
Capture files, track bookings, keep clients updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Sharepoint + SimplyBook.me flow
Connect your files and appointments with accounting, messaging, and scheduling tools to streamline your entire workflow. Pick a combination and activate it in one click.


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Microsoft Teams (8)
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Google Calendar (8)
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Stripe (8)
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Microsoft Outlook (8)
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Zoom (8)
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Mailchimp (8)
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Add every new SimplyBook.me booking to Sharepoint as a file upload, and notify your team on Microsoft Teams
New SimplyBook.me bookings instantly upload files to Sharepoint and alert your team on Microsoft Teams, eliminating manual data entry.
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When a SimplyBook.me client is created, create a folder in Sharepoint and post the update in Microsoft Teams
New clients in SimplyBook.me automatically generate a designated Sharepoint folder while notifying your Microsoft Teams channel.
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When a SimplyBook.me booking is canceled, search the Sharepoint file by name and post the update in Microsoft Teams
Canceled bookings trigger a Sharepoint file lookup and alert your team on Microsoft Teams to keep records accurate.
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Create a SimplyBook.me client when a file is created in a folder in Sharepoint, and announce it in Microsoft Teams
New Sharepoint files automatically generate SimplyBook.me clients and notify your team on Microsoft Teams.
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If a SimplyBook.me invoice is created, upload the file in Sharepoint and notify the finance channel in Microsoft Teams
Invoice creation in SimplyBook.me routes documentation to Sharepoint and alerts your finance team on Microsoft Teams.
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When a SimplyBook.me booking is retrieved by ID, download the Sharepoint file and post the details in Microsoft Teams
Retrieve specific SimplyBook.me bookings, download related Sharepoint files, and share updates on Microsoft Teams.
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Use ChatGPT to summarize every new SimplyBook.me booking, upload the summary in Sharepoint, and notify Microsoft Teams
ChatGPT analyzes new SimplyBook.me bookings, saves summaries in Sharepoint, and alerts Microsoft Teams.
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When a booking is created in SimplyBook.me, upload the file in Sharepoint, create a task in Asana, and announce it in Microsoft Teams
New bookings update Sharepoint, assign Asana tasks, and alert Microsoft Teams for cross-departmental coordination.
Supported triggers and actions for SimplyBook.me and Sharepoint
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 Sharepoint + SimplyBook.me?
Streamline your appointments and document management by connecting Sharepoint and SimplyBook.me workflows.
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Sync SimplyBook.me bookings to Sharepoint file uploads automatically
Turn every new client appointment into a secure file upload in Sharepoint without lifting a finger. Eliminate manual data entry and keep your records perfectly aligned.
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Capture every submitted client field and custom value
Map all available booking details and client custom fields into your Sharepoint storage instead of basic names alone. Your documentation becomes a comprehensive source for review.
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Alert the right team member the moment a booking arrives
Notify your staff instantly via messaging channels or email whenever a new client books an appointment or creates an invoice in SimplyBook.me.
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Route workflows based on submitted invoice values or booking types
Execute different actions depending on specific appointment criteria, routing VIP clients or high-value invoices to specialized folders and priority channels.
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Keep document storage up to date as schedules change
Automatically search and update Sharepoint files whenever a SimplyBook.me booking is canceled or rescheduled, ensuring your team always references current information.
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Search and retrieve records instead of creating duplicates
Look up existing client folders and files by name before creating new entries, keeping your Sharepoint workspace clean and organized.
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Handle later status changes like cancellations and invoice creation
Trigger automated workflows when invoices are generated or bookings are canceled in SimplyBook.me to update your operational records instantly.
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Extend your workflow to Microsoft Teams for team collaboration
Connect your Sharepoint and SimplyBook.me core flow with Microsoft Teams to broadcast instant appointment updates directly to your collaborative workspace.
And much more...
Who is Sharepoint + SimplyBook.me integration for?
Connecting Sharepoint and SimplyBook.me helps teams eliminate manual file handling, streamline client bookings, and keep scheduling records updated across departments.
Performance marketers
Support managers
Client success leads
Operations teams
Project coordinators
Compliance officers
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Performance marketers
You're running campaigns and tracking client bookings, but your report sheets only update when someone manually exports files, so your appointment counts are always a few hours behind — with this integration, every new booking lands in your system instantly and your data stays current.
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Support managers
You need to respond immediately when appointment updates arrive, but manual checks leave you finding out about schedule changes far too late — automating both apps means every booking and cancellation triggers instant alerts so your team can act immediately.
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Client success leads
You answer to clients who expect up-to-date project folders and prompt booking confirmations, but manual tracking causes frustrating delays — connecting these apps means every client record and file upload stays synchronized without human error.
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Operations teams
The volume of daily bookings and document uploads is too high for anyone to keep up by hand, leading to missing client records — this integration means every appointment automatically populates your file storage without manual data entry.
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Project coordinators
You depend on upstream handoffs to start client onboarding, but manual file transfers create bottlenecks in your workflow — with this integration, every new SimplyBook.me client immediately generates the required Sharepoint folders.
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Compliance officers
You need a reliable history of client appointments and invoices, but manual record-keeping keeps leaving gaps in your audit trail — automating both apps means every transaction and booking is logged accurately.

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 + Sharepoint
Build and manage your SimplyBook.me + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect SimplyBook.me + Sharepoint 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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect SimplyBook.me + Sharepoint Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Sharepoint to SimplyBook.me?
You can connect Sharepoint and SimplyBook.me in 1 click using ready workflows or Integrately AI. Pair them with Microsoft Teams, Google Calendar, or Stripe effortlessly.
Can I automatically upload Sharepoint files when a SimplyBook.me booking is created?
Can I connect Sharepoint, SimplyBook.me, and Microsoft Teams?
What is a good Zapier alternative for Sharepoint and SimplyBook.me?
How does Sharepoint handle file uploads during booking creation?
How are SimplyBook.me client records synchronized?
Do I need coding skills to automate Sharepoint and SimplyBook.me?
Is the Sharepoint and SimplyBook.me integration free?
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