SimplyBook.me + Signaturely Integration

Integrate Signaturely to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Trigger signing requests, update client records, track invoices, and follow up 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
  • Signaturely
    Document is completed in Signaturely Instant
  • Signaturely
    Document is sent in Signaturely Instant
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
  • Signaturely
    Create signing request in Signaturely
  • Signaturely
    Search document in Signaturely

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Ready WorkflowsReady Workflows   for SimplyBook.me + Signaturely Integration

Trigger signing requests, manage bookings, update client records, track invoices, and streamline follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Signaturely + SimplyBook.me flow

Sync client data with your calendar, payment gateway, CRM, and team chat channels once bookings and documents are processed. Pick a combination and activate it in one click.

SimplyBook.me
Signaturely
+
Google CalendarGoogle Calendar (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
MailchimpMailchimp (4)
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When a booking is created in SimplyBook.me, create a signing request in Signaturely and add the event to Google Calendar.
New SimplyBook.me bookings immediately trigger a Signaturely signing request and schedule a Google Calendar event, removing manual coordination.
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S
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When a document is completed in Signaturely, get the booking details in SimplyBook.me and update the Google Calendar event description.
Completed Signaturely documents pull SimplyBook.me booking details to update your Google Calendar event notes automatically.
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When a client is created in SimplyBook.me, search the document in Signaturely and create a calendar reminder in Google Calendar.
New SimplyBook.me clients check existing Signaturely documents and set a calendar reminder in Google Calendar.
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When a booking is canceled in SimplyBook.me, update the Signaturely document search and remove the Google Calendar event.
Canceled SimplyBook.me bookings search related Signaturely documents and clear the scheduled Google Calendar slot.

Supported triggers and actions for SimplyBook.me and Signaturely

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
Try it →
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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Signaturely
Signaturely Triggers & Actions
Instant
Document is completed in Signaturely
Triggers the automation when a particular document is completed
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Instant
Document is sent in Signaturely
Triggers the automation when a document is sent to the recipient
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Create signing request in Signaturely
Sends a new signing request
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Search document in Signaturely
Locates and retrieves document based on search criteria
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What can you automate with Signaturely + SimplyBook.me?

Streamline your appointment scheduling and document collection workflows with ready-to-run automation recipes.

What you can automate?
✍️
Trigger Signature Agreements on New Bookings
Automatically dispatch a Signaturely signing request the moment a client creates a booking in SimplyBook.me. Eliminate manual data entry and speed up contract execution.
📋
Capture Every Client Field Accurately
Map all submitted SimplyBook.me custom fields and client details directly into your Signaturely document requests. Ensure agreements contain precise client information.
🔔
Alert Teams When Documents Complete
Send instant notifications to your team as soon as a document is completed in Signaturely. Keep sales and onboarding staff informed in real time.
🔀
Route Workflows Based on Submitted Data
Trigger different follow-up actions depending on booking categories or submitted invoice types. Customize your operational path for VIP clients or standard appointments.
🔄
Keep Client Records Fully Updated
Retrieve booking data by ID and update client profiles across your connected systems whenever agreement statuses change. Maintain single sources of truth.
🔍
Search Existing Documents Instantly
Check for existing Signaturely documents whenever a new client or invoice is created in SimplyBook.me. Prevent duplicate requests and redundant paperwork.
📅
Handle Cancellations and Invoice Changes
Automatically search records and update workflows when a SimplyBook.me booking is canceled or an invoice is generated. Keep your administrative pipeline clean.
🌐
Extend Workflows to Popular Third-Party Apps
Connect your core pair with Slack, Google Drive, HubSpot, or Stripe to notify teams, archive agreements, update CRMs, and handle billing automatically.
And much more...

Who is Signaturely + SimplyBook.me integration for?

Service providers, appointment-heavy businesses, and administrative teams eliminate manual paperwork bottlenecks and keep client records perfectly synchronized across booking and signature tools.

Operations Directors
Operations Directors
Booking Managers
Booking Managers
Client Success Leads
Client Success Leads
High-Volume Service Teams
High-Volume Service Teams
Operations Coordinators
Operations Coordinators
Compliance Officers
Compliance Officers
📈
Operations Directors
You're overseeing booking metrics and client onboarding figures, but your status reports only update when someone manually exports agreement logs, so your operational metrics are always lagging behind — this integration means every new booking and signed document updates instantly and your tracking stays current.
Booking Managers
You need to dispatch agreement requests the moment a client locks in an appointment, but waiting to spot new bookings manually means contracts go out hours late — automating both apps means signing requests trigger immediately upon booking creation.
🤝
Client Success Leads
You answer to stakeholders who want real-time visibility into client onboarding progress, but checking multiple platforms leaves gaps in your progress updates — connecting these apps means every booking and completed agreement is tracked in one place.
📊
High-Volume Service Teams
The daily volume of client appointments and document signatures is too high for anyone to keep up by hand, leading to missed paperwork and frustrated clients — this integration means every record syncs automatically without human intervention.
🔄
Operations Coordinators
You own the document preparation step and depend on booking coordinators to hand over client details, but manual handoffs cause friction and delays — automating both apps means agreement requests generate the second an appointment is booked.
🗂️
Compliance Officers
You need a reliable history of all signed client agreements tied to original bookings, but manual filing keeps leaving audit gaps — integrating these apps means every document completion links directly to its booking record.
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 + Signaturely

Build and manage your SimplyBook.me + Signaturely 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 + Signaturely 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 Signaturely to SimplyBook.me?
Frequently Asked Questions
You can connect Signaturely to SimplyBook.me in one click using ready templates or Integrately AI. It links smoothly with tools like Google Calendar, Stripe, and Slack to automate your complete client onboarding workflow.
Can I automatically create a Signaturely signing request when a new booking is created in SimplyBook.me?
Frequently Asked Questions
Can I connect Signaturely, SimplyBook.me, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Signaturely and SimplyBook.me?
Frequently Asked Questions
How do Signaturely document statuses sync with SimplyBook.me?
Frequently Asked Questions
Can I manage SimplyBook.me client custom fields with Signaturely?
Frequently Asked Questions
Do I need coding skills to automate Signaturely and SimplyBook.me?
Frequently Asked Questions
Is the Signaturely 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 — 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 Signaturely or SimplyBook.me With 1500+ Other Apps

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SimplyBook.me
Popular SimplyBook.me Integrations
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