SimplyBook.me + ChargeOver Integration

Integrate ChargeOver to SimplyBook.me in one click, or tell Integrately AI how you want each client handled. Sync client details, create billing profiles, update subscriptions, and track payments 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
  • ChargeOver
    Customer is created in ChargeOver Instant
  • ChargeOver
    Customer is updated in ChargeOver Instant
  • ChargeOver
    Contact is created in ChargeOver Instant
  • ChargeOver
    Contact is updated in ChargeOver Instant
  • ChargeOver
    Transaction is added in ChargeOver Instant
  • ChargeOver
    Transaction status is changed in ChargeOver Instant
  • ChargeOver
    Status of quote is changed in ChargeOver Instant
  • ChargeOver
    Quote is created in ChargeOver Instant
  • ChargeOver
    Invoice status is changed in ChargeOver Instant
  • ChargeOver
    Invoice is created in ChargeOver Instant
  • ChargeOver
    Item is created in ChargeOver Instant
  • ChargeOver
    Subscribption is added in ChargeOver Instant
  • ChargeOver
    Subscription status is changed in ChargeOver 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
  • ChargeOver
    Create customer in ChargeOver
  • ChargeOver
    Search customer by name in ChargeOver
  • ChargeOver
    Update customer in ChargeOver
  • ChargeOver
    Create subscription in ChargeOver
  • ChargeOver
    Cancel a subscription in ChargeOver
  • ChargeOver
    Search subscription by customer id in ChargeOver
  • ChargeOver
    Create contact in ChargeOver
  • ChargeOver
    Search contact by first name in ChargeOver
  • ChargeOver
    Create a quote in ChargeOver
  • ChargeOver
    Search quote by customer id in ChargeOver
  • ChargeOver
    Search transaction by customer id in ChargeOver
  • ChargeOver
    Search item by name in ChargeOver
  • ChargeOver
    Search invoice by customer id in ChargeOver
  • ChargeOver
    Create an invoice in ChargeOver

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Ready Workflows Ready Workflows for ChargeOver + SimplyBook.me Integration

Capture bookings, create customers, sync billing records, update subscriptions, and track transactions, all in just one click.

Most popular automationmost-popular-automations
ChargeOver + SimplyBook.me Integration

Create SimplyBook.me contact for new ChargeOver contact

When you create a contact in ChargeOver, it's important to also create that contact in SimplyBook.me. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ChargeOver + SimplyBook.me flow

Connect customer communication, accounting, and scheduling tools to extend your billing workflow seamlessly. Pick a combination and activate it in one click.

SimplyBook.me
ChargeOver
+
StripeStripe (4)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
+
ZoomZoom (3)
S
C
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Create a ChargeOver customer from every new SimplyBook.me client, and record the payment in Stripe
New SimplyBook.me clients automatically generate a billing profile in ChargeOver and a corresponding charge record in Stripe.
S
C
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When a SimplyBook.me booking is created, create a ChargeOver invoice and process the payment in Stripe
Every new SimplyBook.me booking instantly generates an invoice in ChargeOver and executes a charge in Stripe.
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S
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When a ChargeOver subscription is added, create a SimplyBook.me client and update customer details in Stripe
New ChargeOver subscriptions automatically register a client in SimplyBook.me and update customer records in Stripe.
S
C
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Use ChatGPT to analyse SimplyBook.me client custom fields, create a ChargeOver customer, and log the record in Stripe
Use ChatGPT to evaluate SimplyBook.me client custom fields before creating a ChargeOver customer and updating Stripe.

Supported triggers and actions for SimplyBook.me and ChargeOver

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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ChargeOver
ChargeOver Triggers & Actions
Instant
Customer is created in ChargeOver
Triggers the automation when a new customer is created
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Instant
Customer is updated in ChargeOver
Triggers the automation when customer details are updated
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Instant
Contact is created in ChargeOver
Triggers the automation when a new contact is created
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Instant
Contact is updated in ChargeOver
Triggers the automation when a contact is updated
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Instant
Transaction is added in ChargeOver
Triggers the automation when a new transaction occurs
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Instant
Transaction status is changed in ChargeOver
Triggers the automation when the status of a transaction is updated
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Instant
Status of quote is changed in ChargeOver
Triggers the automation when the status of a quote changes
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Instant
Quote is created in ChargeOver
Triggers the automation when a new quote is created
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Instant
Invoice status is changed in ChargeOver
Triggers the automation when the status of any invoice is updated
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Instant
Invoice is created in ChargeOver
Triggers the automation when any invoice is added or modified
Try it →
Instant
Item is created in ChargeOver
Triggers the automation when a new item is created
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Instant
Subscribption is added in ChargeOver
Triggers the automation when a subscription is added
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Instant
Subscription status is changed in ChargeOver
Triggers the automation when a subscription status is changed
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Create customer in ChargeOver
Adds a new customer to the database
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Search customer by name in ChargeOver
Searches for a customer based on their name
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Update customer in ChargeOver
Updates a customer's information
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Create subscription in ChargeOver
Enrolls users in a subscription service
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Cancel a subscription in ChargeOver
Unsubscribe and end recurring subscription services
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Search subscription by customer id in ChargeOver
Searches for a subscription by customer id
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Create contact in ChargeOver
Adds a new contact to the database
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Search contact by first name in ChargeOver
Finds information about a contact using the first name
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Create a quote in ChargeOver
Creates a new workspace
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Search quote by customer id in ChargeOver
Searches for a quote by customer id
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Search transaction by customer id in ChargeOver
Searches for a transaction using a customer id
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Search item by name in ChargeOver
Locates and retrieves particular item information using the item name
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Search invoice by customer id in ChargeOver
Searches for an invoice using a customer id
Try it →
Create an invoice in ChargeOver
Generates a new invoice
Try it →

What can you automate with ChargeOver + SimplyBook.me?

Streamline your appointments, customer accounts, and billing workflows with ready-made automation capabilities.

What you can automate?
⚙️
Sync clients into billing profiles automatically
Instantly create a customer in ChargeOver whenever a new client is registered in SimplyBook.me, eliminating manual data entry.
📋
Capture every submitted client custom field
Map custom booking answers and client properties from SimplyBook.me directly into your ChargeOver customer profiles and invoices.
🔔
Alert your team instantly on new bookings
Send immediate notifications to your billing or support team in Slack the moment a new client appointment or invoice is generated.
🔀
Route records based on service tier
Create priority customer accounts in ChargeOver when specific SimplyBook.me services are selected, keeping standard workflows separate.
🔄
Keep customer records updated across platforms
Automatically update customer contact details or subscription statuses in ChargeOver when changes occur in SimplyBook.me.
🔍
Search and update existing records
Search for existing customers by name or subscription ID in ChargeOver before creating new entries, preventing duplicate profiles.
Handle appointment cancellations seamlessly
Update customer statuses and subscription records in ChargeOver immediately when a booking is canceled in SimplyBook.me.
💬
Extend your workflow to communication tools
Connect your core billing and scheduling flow with Mailchimp or Slack to trigger automated follow-up messages and team alerts.
And much more...

Who is ChargeOver + SimplyBook.me integration for?

Connecting ChargeOver and SimplyBook.me helps finance teams, service providers, and business owners eliminate manual data entry and keep billing workflows perfectly synchronized.

Finance Managers
Finance Managers
Booking Coordinators
Booking Coordinators
Client Success Leads
Client Success Leads
High-Volume Service Businesses
High-Volume Service Businesses
Billing Specialists
Billing Specialists
Operations Directors
Operations Directors
📈
Finance Managers
You're reviewing revenue reports every week but your billing records only update when someone manually reconciles spreadsheets, so the numbers you're analyzing against are always a few hours behind — with this integration, every new client and transaction syncs instantly and your ledger stays current.
Booking Coordinators
You manage appointment schedules in SimplyBook.me but have to create billing profiles by hand in ChargeOver, so client onboarding is slow and prone to human error — automating both apps means every new booking instantly establishes a billing account and accelerates your workflow.
🤝
Client Success Leads
You answer to clients who expect their appointment records and subscription invoices to match up seamlessly, but manual data entry leads to frequent discrepancies — connecting these apps means client profiles and payment statuses stay perfectly aligned without extra effort.
🔄
High-Volume Service Businesses
You process hundreds of client bookings weekly and your team cannot keep up with manual customer creation in your billing platform, causing severe operational bottlenecks — automating both apps means client profiles and invoices are generated automatically at scale.
📋
Billing Specialists
You rely on appointment bookers to hand over details before you can generate invoices in ChargeOver, but details often get missed or delayed in transit — with this integration, invoice generation triggers immediately upon booking creation without waiting for manual handoffs.
🗂️
Operations Directors
You need a reliable transaction and client history across your booking and billing tools, but fragmented records keep leaving gaps in your database — automating both apps means every customer and transaction log remains complete and accurate.
Our team

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Why choose Integrately to automate SimplyBook.me + ChargeOver

Build and manage your SimplyBook.me + ChargeOver 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 + ChargeOver 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect ChargeOver to SimplyBook.me?
Frequently Asked Questions
You can connect ChargeOver to SimplyBook.me in one click using pre-built workflows or ask Integrately AI to build your automation. It links your scheduling and billing processes instantly, alongside apps like Slack, Stripe, and QuickBooks Online.
Can I automatically create a ChargeOver customer when a SimplyBook.me client is created?
Frequently Asked Questions
Can I connect ChargeOver, SimplyBook.me, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ChargeOver and SimplyBook.me?
Frequently Asked Questions
How does the ChargeOver and SimplyBook.me integration handle customer creation?
Frequently Asked Questions
Can I sync invoices between SimplyBook.me and ChargeOver?
Frequently Asked Questions
Do I need coding skills to automate ChargeOver and SimplyBook.me?
Frequently Asked Questions
Is the ChargeOver and SimplyBook.me integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

ChargeOver
Popular ChargeOver Integrations
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SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with communication platforms, marketing tools, and calendars to manage client schedules effortlessly.