CATS + SimplyBook.me Integration

Creating task in CATS is a great way to keep track of task that need to be completed when an event is created in your SimplyBook.me account.

With the help of this integration, when an event is created, a task will be automatically created in CATS and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!

If you have created a company in CATS, it's important to create a contact in SimplyBook.me. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

In order to keep your accounting and customer records in sync, when you create a contact in CATS, this automation will automatically create a contact in SimplyBook.me.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with CATS and SimplyBook.me!

If you are using SimplyBook.me, then you may want to also use CATS to manage your customer relationships. With the help of this automation, whenever you create a contact in SimplyBook.me, a corresponding contact will be created in CATS.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

If you're a small business owner who uses SimplyBook.me to manage your finances, you may be wondering if there's a way to automatically create a company profile in CATS whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with CATS and SimplyBook.me!

If you use SimplyBook.me to manage your invoice, you can also use CATS to create and manage task associated with those invoice. Creating a task in CATS will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

With the growth of SimplyBook.me, many companies are looking for ways to connect their SimplyBook.me account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in CATS every time a contact is created in SimplyBook.me.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.