Fluid Pay + SimplyBook.me Integration

Integrate Fluid Pay to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Process transactions, generate invoices, update client profiles, and keep your financial records current automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Fluid Pay
    Transaction is created in Fluid Pay Instant
  • Fluid Pay
    Transaction is captured in Fluid Pay Instant
  • Fluid Pay
    Transaction is updated in Fluid Pay Instant
  • Fluid Pay
    Transaction becomes void in Fluid Pay Instant
  • Fluid Pay
    Transaction is settled in Fluid Pay Instant
  • 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
Arrow Right
2.
  • Fluid Pay
    Create invoice in Fluid Pay
  • Fluid Pay
    Update invoice in Fluid Pay
  • Fluid Pay
    Search invoice in Fluid Pay
  • Fluid Pay
    Delete invoice in Fluid Pay
  • Fluid Pay
    Get invoice by id in Fluid Pay
  • Fluid Pay
    Create user in Fluid Pay
  • Fluid Pay
    Create plan in Fluid Pay
  • Fluid Pay
    Refund in Fluid Pay
  • Fluid Pay
    Create add-on in Fluid Pay
  • Fluid Pay
    Create discount in Fluid Pay
  • Fluid Pay
    Search transaction in Fluid Pay
  • 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 Workflows Ready Workflows for Fluid Pay + SimplyBook.me Integration

Generate invoices, process transactions, update client records, and track payments, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
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Connect more apps to your Fluid Pay + SimplyBook.me flow

Send notifications, sync accounting data, and schedule follow-ups after every booking and transaction. Pick a combination and activate it in one click.

Fluid Pay
SimplyBook.me
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
ZoomZoom (4)
S
G
F
When a booking is created in SimplyBook.me, create a calendar event in Google Calendar and generate an invoice in Fluid Pay.
New SimplyBook.me bookings instantly appear in Google Calendar while Fluid Pay generates the corresponding invoice without manual entry.
F
G
S
When a transaction is settled in Fluid Pay, update the event in Google Calendar and create a client in SimplyBook.me.
Settled Fluid Pay transactions update your Google Calendar events and register new clients in SimplyBook.me automatically.
S
G
F
When a booking is canceled in SimplyBook.me, delete the calendar event in Google Calendar and issue a refund in Fluid Pay.
Canceled SimplyBook.me appointments remove the Google Calendar event and trigger a refund in Fluid Pay instantly.
S
G
F
Create a calendar event in Google Calendar for every new client in SimplyBook.me, and check the transaction status in Fluid Pay.
New SimplyBook.me clients add a Google Calendar entry while checking Fluid Pay for recent transaction history.

Supported triggers and actions for Fluid Pay and SimplyBook.me

Mix and match to build the exact automation you need

Fluid Pay
Fluid Pay Triggers & Actions
Instant
Transaction is created in Fluid Pay
Triggers the automation when a new transaction is created
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Instant
Transaction is captured in Fluid Pay
Triggers the automation when a new transaction occurs
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Instant
Transaction is updated in Fluid Pay
Triggers the automation when a transaction is updated
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Instant
Transaction becomes void in Fluid Pay
Triggers the automation when a transaction becomes void
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Instant
Transaction is settled in Fluid Pay
Triggers the automation when a transaction is settled
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Create invoice in Fluid Pay
Generates invoices for sales transactions
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Update invoice in Fluid Pay
Updates invoice details based on new information
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Search invoice in Fluid Pay
Locates and retrieves invoices with
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Delete invoice in Fluid Pay
Deletes selected invoice records
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Get invoice by id in Fluid Pay
Retrieves a invoice using its id
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Create user in Fluid Pay
Generates a new user account
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Create plan in Fluid Pay
Generates a new plan based on user input
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Refund in Fluid Pay
Processes a refund
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Create add-on in Fluid Pay
Creates a new add-on
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Create discount in Fluid Pay
Generates a new discount code for customers to use at checkout
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Search transaction in Fluid Pay
Searches for a transaction
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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
Try it โ†’

What can you automate with Fluid Pay + SimplyBook.me?

Streamline appointment bookings, payment processing, and client management across your entire business stack.

What you can automate?
๐Ÿงพ
Generate invoices from new bookings automatically
Turn every SimplyBook.me appointment into a Fluid Pay invoice instantly. Eliminate manual data entry and ensure billing starts the moment a client books online.
๐Ÿ“‹
Capture every submitted client field
Map all custom client details from SimplyBook.me into your Fluid Pay invoices and client profiles. Keep comprehensive records without missing critical customer information.
๐Ÿ””
Notify your team the moment a payment settles
Alert your staff in Slack or via email as soon as a Fluid Pay transaction is settled. Keep everyone informed of incoming revenue without checking dashboards.
๐Ÿ”€
Route workflows based on transaction status
Execute different actions depending on whether a transaction is settled, voided, or refunded. Handle successful payments and cancellations with dedicated automation paths.
๐Ÿ”„
Keep client records updated across platforms
Automatically update client profiles in SimplyBook.me when transaction details change in Fluid Pay. Maintain synchronized information across your booking and payment tools.
๐Ÿ”
Search and match existing invoices
Prevent duplicate billing by searching for existing invoices in Fluid Pay before creating new ones for returning SimplyBook.me clients.
๐Ÿ’ณ
Handle refunds and cancellations seamlessly
Process refunds in Fluid Pay automatically when an appointment is canceled in SimplyBook.me. Keep financial accounts and appointment calendars perfectly aligned.
๐ŸŒ
Extend your workflow to external apps
Connect your Fluid Pay and SimplyBook.me flow to tools like QuickBooks Online, Mailchimp, or Google Calendar to automate accounting, marketing, and scheduling.
And much more...

Who is Fluid Pay + SimplyBook.me integration for?

Business owners and service providers managing online appointments and client payments who need synchronized financial tracking and streamlined booking workflows.

Financial analysts
Financial analysts
Booking coordinators
Booking coordinators
Account managers
Account managers
Clinic and salon operators
Clinic and salon operators
Billing specialists
Billing specialists
Operations directors
Operations directors
๐Ÿ“ˆ
Financial analysts
You're reviewing transaction reports across your business platforms but your payment gateway data only updates when someone manually exports invoices, so the revenue metrics you're reporting on are always a few hours behind โ€” this integration means every transaction lands instantly and your financial data stays current.
โšก
Booking coordinators
You need to confirm client appointments and payment statuses immediately, but finding out about transactions hours later causes scheduling delays and customer friction โ€” connecting these apps means every booking and payment syncs instantly so your team can act without delay.
๐Ÿ“Š
Account managers
You answer to clients and stakeholders who want real-time updates on appointment billing and payment receipts, but manual record-keeping leaves gaps in your reports โ€” automating both apps means your records are always accurate and ready for review.
๐Ÿข
Clinic and salon operators
Your daily appointment volume is too high for anyone to keep up with manual payment logging and invoice creation, leading to missed charges and bookkeeping errors โ€” with this integration, every booking automatically triggers the correct billing action.
๐Ÿ”„
Billing specialists
You own the invoicing process and depend on upstream appointment booking data to generate charges, but manual handoffs cause costly billing delays โ€” connecting these apps means invoices are generated the moment a booking is confirmed.
๐Ÿ—‚๏ธ
Operations directors
You need a reliable history of client bookings and payment transactions, but manual data entry keeps leaving gaps and discrepancies in your database โ€” automating both apps ensures a complete and unbroken record of every customer interaction.
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 Fluid Pay + SimplyBook.me

Build and manage your Fluid Pay + SimplyBook.me automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Fluid Pay + SimplyBook.me 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 โ€” 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Fluid Pay to SimplyBook.me?
Frequently Asked Questions
You can connect Fluid Pay to SimplyBook.me in just one click using ready-made automations on Integrately, or use Integrately AI to build your custom workflow. It connects seamlessly with other tools like Google Calendar, Mailchimp, QuickBooks Online, Slack, Stripe, and Zoom.
Can I automatically generate invoices in Fluid Pay when a new booking is created in SimplyBook.me?
Frequently Asked Questions
Can I connect Fluid Pay, SimplyBook.me, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Fluid Pay and SimplyBook.me?
Frequently Asked Questions
How does Fluid Pay handle transaction data in these automations?
Frequently Asked Questions
How does SimplyBook.me manage client and booking data?
Frequently Asked Questions
Can I automate this workflow without any coding skills?
Frequently Asked Questions
Is the Fluid Pay 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 โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Fluid Pay
Popular Fluid Pay Integrations
Connect Fluid Pay to accounting, CRM, and invoicing tools to manage transactions and streamline financial reporting.
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Fluid Pay Integrations arrow right
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SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with marketing, customer support, and scheduling platforms to enhance your client booking experience.