SimplyBook.me + AppDirect Integration

Integrate AppDirect to SimplyBook.me in one click, or tell Integrately AI how you want each company handled. Sync new companies, create clients, alert your team, and track bookings automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SimplyBook.me
    Booking is canceled in SimplyBook.me
  • SimplyBook.me
    Booking is created in SimplyBook.me
  • SimplyBook.me
    Client is created in SimplyBook.me
  • SimplyBook.me
    Invoice is created in SimplyBook.me
  • AppDirect
    quote is created in AppDirect Instant
  • AppDirect
    Lead is Updated in AppDirect Instant
  • AppDirect
    Lead is Deleted in AppDirect Instant
  • AppDirect
    Lead is Created in AppDirect Instant
  • AppDirect
    Invoice is Updated in AppDirect Instant
  • AppDirect
    Invoice is Deleted in AppDirect Instant
  • AppDirect
    Invoice is Created in AppDirect Instant
  • AppDirect
    Company is Updated in AppDirect Instant
  • AppDirect
    Company is Deleted in AppDirect Instant
  • AppDirect
    Company is Created in AppDirect Instant
  • AppDirect
    subscription is updated in AppDirect Instant
  • AppDirect
    subscription is deleted in AppDirect Instant
  • AppDirect
    subscription is created in AppDirect Instant
  • AppDirect
    membership is updated in AppDirect Instant
  • AppDirect
    membership is deleted in AppDirect Instant
  • AppDirect
    membership is created in AppDirect Instant
  • AppDirect
    Proposal status is changed in AppDirect Instant
  • AppDirect
    Proposal is approved in AppDirect Instant
  • AppDirect
    Proposal is sent in AppDirect 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 + AppDirect Integration

Capture new companies, create clients, update invoices, alert your team, and send confirmations, 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 AppDirect + SimplyBook.me flow

Send customer data to your CRM, update financial records, and notify your team the moment an event occurs. Pick a combination and activate it in one click.

SimplyBook.me
AppDirect
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
A
S
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When a Company is Created in AppDirect, create a client in SimplyBook.me and create an account in Salesforce.
New AppDirect companies instantly generate a SimplyBook.me client and a Salesforce account without manual data entry.
A
S
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When a Lead is Created in AppDirect, retrieve client details in SimplyBook.me and create a lead in Salesforce.
AppDirect leads fetch custom field data from SimplyBook.me and populate new leads in Salesforce instantly.
A
S
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When an Invoice is Created in AppDirect, get booking details from SimplyBook.me and create a task in Salesforce.
New invoices from AppDirect pull booking data from SimplyBook.me to generate follow-up tasks in Salesforce.
A
S
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When a subscription is created in AppDirect, create a client in SimplyBook.me and create an opportunity in Salesforce.
New AppDirect subscriptions establish SimplyBook.me client profiles and open new sales opportunities in Salesforce.

Supported triggers and actions for SimplyBook.me and AppDirect

Mix and match to build the exact automation you need

SimplyBook.me
SimplyBook.me Triggers & Actions
Booking is canceled in SimplyBook.me
Triggers the automation when a booking is canceled
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Booking is created in SimplyBook.me
Triggers the automation when a new booking is created
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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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AppDirect
AppDirect Triggers & Actions
Instant
quote is created in AppDirect
Triggers when a new quote is created
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Instant
Lead is Updated in AppDirect
Triggers when a lead is updated
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Instant
Lead is Deleted in AppDirect
Triggers when a lead is deleted
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Instant
Lead is Created in AppDirect
Triggers when a new lead is created
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Instant
Invoice is Updated in AppDirect
Triggers when an invoice is updated
Try it →
Instant
Invoice is Deleted in AppDirect
Triggers when an invoice is deleted
Try it →
Instant
Invoice is Created in AppDirect
Triggers when a new invoice is created
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Instant
Company is Updated in AppDirect
Triggers when a company is updated
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Instant
Company is Deleted in AppDirect
Triggers when a company is deleted
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Instant
Company is Created in AppDirect
Triggers when a new company is created
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Instant
subscription is updated in AppDirect
Triggers when a subscription is updated
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Instant
subscription is deleted in AppDirect
Triggers when a subscription is deleted
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Instant
subscription is created in AppDirect
Triggers when a new subscription is created
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Instant
membership is updated in AppDirect
Triggers when a membership is updated
Try it →
Instant
membership is deleted in AppDirect
Triggers when a membership is deleted
Try it →
Instant
membership is created in AppDirect
Triggers when a new membership is created
Try it →
Instant
Proposal status is changed in AppDirect
Triggers when a proposal status is changed in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Status Changed', 4) Enter your webhook URL, 5) Save the w
Try it →
Instant
Proposal is approved in AppDirect
Triggers when a proposal is approved in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Approved', 4) Enter your webhook URL, 5) Save the webhook confi
Try it →
Instant
Proposal is sent in AppDirect
Triggers when a proposal is sent in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Sent', 4) Enter your webhook URL, 5) Save the webhook configuration
Try it →
No action is available

What can you automate with AppDirect + SimplyBook.me?

Streamline your commerce operations and appointment workflows with ready-to-run automation recipes.

What you can automate?
🔄
Sync new company signups instantly
Automatically create a client in SimplyBook.me the moment a company or lead is created in AppDirect. Eliminate double data entry between your commerce platform and scheduling system.
📊
Capture every custom field value
Retrieve detailed client custom fields from SimplyBook.me and map them alongside AppDirect subscription and invoice records. Keep your downstream databases fully populated.
🔔
Alert your team on new activity
Send instant notifications to your Slack channel or email inbox whenever a new subscription, invoice, or company is registered in AppDirect.
🔀
Route records based on subscription tier
Apply conditional logic to your AppDirect events so high-value enterprise subscriptions trigger priority client creation while standard accounts follow routine workflows.
📅
Reference booking IDs on billing events
Lookup specific booking IDs in SimplyBook.me whenever an invoice or subscription is updated in AppDirect, ensuring complete context across both platforms.
🗂️
Maintain clean client directories
Keep your SimplyBook.me client directory updated with the exact company names, contact details, and subscription statuses originating from AppDirect.
💳
Manage billing and scheduling together
Link invoice creation and subscription updates in AppDirect with client creation and booking lookups in SimplyBook.me for seamless operational visibility.
🌐
Extend flows to your favorite tools
Connect your core AppDirect and SimplyBook.me automation with third-party apps like Slack, Google Sheets, or HubSpot to trigger multi-step business processes.
And much more...

Who is AppDirect + SimplyBook.me integration for?

Operations managers, finance teams, and customer support leads rely on this automation to keep subscription commerce and appointment scheduling perfectly synchronized without manual overhead.

Revenue operations managers
Revenue operations managers
Client success leads
Client success leads
Account managers
Account managers
Sales development reps
Sales development reps
Customer onboarding specialists
Customer onboarding specialists
Finance auditors
Finance auditors
📈
Revenue operations managers
You're tracking subscription milestones and billing data across multiple disconnected platforms, but your financial reports only update when someone manually exports records, so the revenue metrics you review are always a few hours behind — with this integration, every new company and invoice syncs instantly and your figures stay current.
Client success leads
You need to initiate onboarding the moment a new subscription goes live, but finding out about new signups requires checking dashboards by hand, so your clients experience frustrating onboarding delays — automating both apps means every new account instantly establishes a scheduling profile and triggers immediate internal notifications.
📋
Account managers
You report on client activity and appointment history to executive leadership every week, but assembling fragmented data from commerce and booking tools takes hours of tedious spreadsheet work — connecting these apps means your scheduling and subscription data merge automatically into clean, ready-to-review records.
🚀
Sales development reps
The volume of incoming leads and company signups is too high for anyone to keep up by hand, leaving valuable prospects sitting uncontacted while reps juggle manual data entry across platforms — integrating these apps means every new lead and company profile generates downstream actions without a single manual keystroke.
⚙️
Customer onboarding specialists
You own the setup stage and depend on someone upstream to hand over account details, but information gets lost between commerce signups and scheduling systems, so onboarding calls start with missing context — automating both apps ensures every client profile and subscription detail arrives complete and verified.
🔍
Finance auditors
You need a reliable, unbroken history of every transaction and client profile for compliance reviews, but manual record-keeping keeps introducing gaps and mismatched IDs between systems — this integration means every invoice and subscription creates perfectly linked client records with zero missing audit trails.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate SimplyBook.me + AppDirect

Build and manage your SimplyBook.me + AppDirect 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 + AppDirect 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 AppDirect to SimplyBook.me?
Frequently Asked Questions
You can connect AppDirect to SimplyBook.me in 1 click using ready-made templates on Integrately, or ask Integrately AI to build your custom workflow. It works seamlessly with apps like Salesforce, HubSpot, Stripe, and Slack.
Can I automatically create SimplyBook.me clients when new AppDirect companies are created?
Frequently Asked Questions
Can I connect AppDirect, SimplyBook.me, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for AppDirect and SimplyBook.me?
Frequently Asked Questions
How does AppDirect handle data sync with SimplyBook.me?
Frequently Asked Questions
Can I retrieve custom fields from SimplyBook.me during an AppDirect automation?
Frequently Asked Questions
Do I need coding skills to automate AppDirect and SimplyBook.me?
Frequently Asked Questions
Is the AppDirect and SimplyBook.me integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with calendar, communication, payment, and CRM tools to streamline your appointment booking workflows.