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.

Free foreverFree forever.
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
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
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
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready WorkflowsReady 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.
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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.

SimplyBook.me
Sharepoint
+
Microsoft TeamsMicrosoft Teams (8)
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Google CalendarGoogle Calendar (8)
+
StripeStripe (8)
+
Microsoft OutlookMicrosoft Outlook (8)
+
ZoomZoom (8)
+
MailchimpMailchimp (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
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
Try it →
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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Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Search site in Sharepoint
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Create list item in Sharepoint
Adds a new item to a list
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Create list in Sharepoint
Generates a new list
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Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
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Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
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Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it →

What can you automate with Sharepoint + SimplyBook.me?

Streamline your appointments and document management by connecting Sharepoint and SimplyBook.me workflows.

What you can automate?
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.
📋
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.
🔔
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.
🔀
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.
🔄
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.
🔍
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.
💳
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.
🌐
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
Performance marketers
Support managers
Support managers
Client success leads
Client success leads
Operations teams
Operations teams
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
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.
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.
🤝
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.
🏢
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.
📋
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.
🔒
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.
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 + 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
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
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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
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 Sharepoint to SimplyBook.me?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Sharepoint, SimplyBook.me, and Microsoft Teams?
Frequently Asked Questions
What is a good Zapier alternative for Sharepoint and SimplyBook.me?
Frequently Asked Questions
How does Sharepoint handle file uploads during booking creation?
Frequently Asked Questions
How are SimplyBook.me client records synchronized?
Frequently Asked Questions
Do I need coding skills to automate Sharepoint and SimplyBook.me?
Frequently Asked Questions
Is the Sharepoint and SimplyBook.me integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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SimplyBook.me
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