SimplyBook.me + Tally Integration

Integrate SimplyBook.me to Tally in one click, or tell Integrately AI how you want each submission handled. Extract form data, create a new client in SimplyBook.me, log the booking details, and alert 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
  • Tally
    Response is created in Tally 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

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Ready WorkflowsReady Workflows   for SimplyBook.me + Tally Integration

Capture submissions, create clients, log booking details, update records, and notify your team, 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 SimplyBook.me + Tally flow

Sync client intake data with your calendar, spreadsheet, CRM, and team chat tools to keep operations running smoothly. Pick a combination and activate it in one click.

SimplyBook.me
Tally
+
Google CalendarGoogle Calendar (3)
+
NotionNotion (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
T
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Create a SimplyBook.me client from every Tally response, and add the intake appointment to Google Calendar.
Tally form responses instantly create a client in SimplyBook.me and schedule the consultation in Google Calendar without manual data entry.
S
S
G
When a SimplyBook.me booking is created, retrieve booking details and schedule a reminder in Google Calendar.
New SimplyBook.me bookings trigger a lookup of custom fields and automatically create a reminder event in Google Calendar.
S
S
G
When a SimplyBook.me booking is canceled, check client custom fields and update Google Calendar accordingly.
Canceled SimplyBook.me appointments update your Google Calendar schedule while referencing client data seamlessly.

Supported triggers and actions for SimplyBook.me and Tally

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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Tally
Tally Triggers & Actions
Instant
Response is created in Tally
Triggers the automation when a response is submitted
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No action is available

What can you automate with SimplyBook.me + Tally?

Streamline your intake workflow by turning Tally responses into SimplyBook.me clients, managing bookings, and syncing data across your stack.

What you can automate?
📋
Turn Tally responses into SimplyBook.me clients instantly
Capture form submissions from Tally and automatically establish new client profiles in SimplyBook.me without manual data transfer.
📝
Capture every submitted field from Tally forms
Map all form answers into your client records instead of just basic names, ensuring no detail is lost during intake.
🔔
Alert your team as soon as a new booking is created
Notify staff instantly in team chat or via email whenever a new appointment or submission is processed.
🔀
Route submissions based on client input fields
Direct different types of client submissions to specific workflows or staff members according to form answers.
🔄
Keep client profiles updated when booking details change
Automatically refresh client records in your connected systems whenever booking dates or custom fields are updated.
🔍
Prevent duplicate clients with smart upsert logic
Check existing records before creating new entries to keep your database clean and free of duplicate client profiles.
Manage booking cancellations and status updates automatically
Handle canceled appointments and invoice adjustments by updating connected records the moment status changes occur.
🌐
Extend your booking workflow to Google Sheets or Slack
Push intake records into spreadsheets or broadcast booking alerts across your entire communication stack.
And much more...

Who is SimplyBook.me + Tally integration for?

Service businesses, consultants, and operations teams managing client intakes find this integration essential for keeping bookings, submissions, and client records perfectly aligned.

Business Operations Managers
Business Operations Managers
Appointment Scheduling Coordinators
Appointment Scheduling Coordinators
Client Success Leads
Client Success Leads
Customer Support Teams
Customer Support Teams
Service Providers and Consultants
Service Providers and Consultants
Finance and Billing Administrators
Finance and Billing Administrators
📈
Business Operations Managers
You're reviewing booking reports across multiple systems but your client logs only update when someone manually exports Tally responses, so the conversion counts you're tracking are always hours behind — with this integration, every new client record lands in SimplyBook.me instantly and your data stays current.
Appointment Scheduling Coordinators
You need to assign newly booked slots immediately, but intake submissions sit in Tally until someone checks the inbox, so clients wait too long for confirmation — with this integration, every Tally response creates a SimplyBook.me client the moment it's submitted and your team can act right away.
📊
Client Success Leads
You report weekly on client onboarding progress, but booking details and form submissions are scattered across different apps, so compiling status updates takes hours of digging — with this integration, every Tally submission automatically syncs with SimplyBook.me to give you a clear, accurate pipeline history.
🔄
Customer Support Teams
You're handling dozens of daily consultation requests manually, but copy-pasting Tally entries into SimplyBook.me leads to inevitable data entry errors and bottlenecks — with this integration, every response flows straight into your booking system without manual handling.
🤝
Service Providers and Consultants
You rely on client intake forms to prepare for sessions, but form submissions don't automatically trigger appointment records in SimplyBook.me, leaving you chasing details before meetings — with this integration, every Tally form creates a booked client profile instantly.
🗂️
Finance and Billing Administrators
You audit client booking logs and invoice records monthly, but missing form entries leave frustrating gaps in your financial audit trail — with this integration, every Tally response and SimplyBook.me booking is logged reliably with zero missing records.
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 + Tally

Build and manage your SimplyBook.me + Tally 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 + Tally 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 SimplyBook.me to Tally?
Frequently Asked Questions
You can connect SimplyBook.me to Tally in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you. It also connects smoothly with Google Calendar, Notion, and Google Sheets.
Can I automatically create a SimplyBook.me client from a Tally response?
Frequently Asked Questions
Can I connect SimplyBook.me, Tally, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for SimplyBook.me and Tally?
Frequently Asked Questions
How does SimplyBook.me handle booking data in automations?
Frequently Asked Questions
How does Tally handle form submissions during integration?
Frequently Asked Questions
Do I need coding skills to set up SimplyBook.me and Tally integrations?
Frequently Asked Questions
Is the SimplyBook.me and Tally 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 SimplyBook.me or Tally With 1500+ Other Apps

SimplyBook.me
Popular SimplyBook.me Integrations
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Tally
Popular Tally Integrations
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Tally Integrations arrow right
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