SimplyBook.me + Plutio Integration

Integrate Plutio to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Track client appointments, create projects, update tasks, and send invoices automatically.

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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
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio 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
  • Plutio
    Create Task in Plutio
  • Plutio
    Update Task in Plutio
  • Plutio
    Move a Task in Plutio
  • Plutio
    Create Person in Plutio
  • Plutio
    Search person/people in Plutio
  • Plutio
    Update Person in Plutio
  • Plutio
    Delete Person in Plutio
  • Plutio
    Create Project in Plutio
  • Plutio
    Create Invoice in Plutio
  • Plutio
    Update Invoice in Plutio
  • Plutio
    Delete Invoice in Plutio
  • Plutio
    Create person conversation in Plutio
  • Plutio
    Create company in Plutio
  • Plutio
    Create proposal in Plutio
  • Plutio
    Create contract in Plutio
  • Plutio
    Search invoice in Plutio
  • Plutio
    Get person by Id in Plutio
  • Plutio
    Find task in Plutio
  • Plutio
    Update contract in Plutio
  • Plutio
    Delete block in Plutio
  • Plutio
    Update company in Plutio
  • Plutio
    Update proposal in Plutio
  • Plutio
    Create Task Board in Plutio
  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

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Ready Workflows Ready Workflows for Plutio + SimplyBook.me Integration

Capture bookings, create projects, update client details, and log tasks, all in just one click.

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

Create Plutio task for new SimplyBook.me event

Every time a new SimplyBook.me event is created, this SimplyBook.me - Plutio integration will generate a corresponding task in Plutio automatically. This helps ensure that your team is always aware of the new events and can take the appropriate action.

Plus, it saves you time by eliminating the need to manually create tasks in Plutio for all such SimplyBook.me events. The task can be assigned to the relevant team member and include all the necessary details such as the date, time, and other details of the booking.

By having this process automated, it will ensure that every booking is properly managed and that no bookings are forgotten about or left unmanaged. Additionally, it will help to keep the team organized and on track, as they will always know what needs to be done and when.
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Connect more apps to your Plutio + SimplyBook.me flow

Send notifications, log payments, sync calendars, and manage email campaigns once your booking and project flow finishes. Pick a combination and activate it in one click.

SimplyBook.me
Plutio
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
ZoomZoom (3)
S
S
P
Create a Stripe invoice when a SimplyBook.me booking is created, and create a project in Plutio.
Every SimplyBook.me booking automatically generates a Stripe invoice and a Plutio project without manual data entry.
S
P
S
When a Stripe payment succeeds, update the corresponding Plutio invoice and get booking details in SimplyBook.me.
Successful Stripe payments update Plutio invoices automatically while retrieving customer booking details from SimplyBook.me.
S
P
S
Create a Plutio task for every failed Stripe payment, and get client details in SimplyBook.me.
Failed payments generate immediate Plutio follow-up tasks alongside SimplyBook.me client details for swift resolution.
S
P
S
S
Turn every successful Stripe charge into a Plutio project, get the SimplyBook.me booking, and notify your team in Slack.
Paid Stripe charges create Plutio projects, fetch SimplyBook.me bookings, and alert your team instantly in Slack.

Supported triggers and actions for SimplyBook.me and Plutio

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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Plutio
Plutio Triggers & Actions
Instant
Project is created in Plutio
Triggers the automation when a new project is created
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Instant
Project is updated in Plutio
Triggers the automation when a project is updated
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Instant
Task is created in Plutio
Triggers the automation when a new task is created
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Instant
Task is updated in Plutio
Triggers the automation when any task is updated
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Instant
Invoice is created in Plutio
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Plutio
Triggers the automation when an invoice is updated
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Instant
Person is created in Plutio
Triggers the automation when a new person is created
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Instant
Form is submitted in Plutio
Triggers the automation when a form is filled
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Instant
Catch all events in Plutio
Triggers the automation when any event occurs
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Instant
Template is created in Plutio
Triggers the automation when a new template is created
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Instant
Proposal is created in Plutio
Triggers the automation when a new proposal is created
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Instant
Form is created in Plutio
Triggers the automation when a new form is created
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Instant
Contract is created in Plutio
Triggers the automation when a new contract is created
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Instant
Contract is updated in Plutio
Triggers the automation when a contract is modified
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Instant
Company is created in Plutio
Triggers the automation when a new company is created
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Instant
Company is updated in Plutio
Triggers the automation when a company is updated
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Instant
Task board is created in Plutio
Triggers the automation when a task board is created
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Instant
Task group is created in Plutio
Triggers the automation when a task group is created
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Create Task in Plutio
Creates a new task
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Update Task in Plutio
Updates the task with new information or changes
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Move a Task in Plutio
Move a task from one list or project to another
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Create Person in Plutio
Generates a new person
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Search person/people in Plutio
Searches for a person or people
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Update Person in Plutio
Updates the information of a person
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Delete Person in Plutio
Removes particular person from the database
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Create Project in Plutio
Creates a new project
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Create Invoice in Plutio
Generates invoices for sales transactions
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Update Invoice in Plutio
Updates invoice details based on new information
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Delete Invoice in Plutio
Deletes selected invoice records
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Create person conversation in Plutio
Starts a new conversation with a person
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Create company in Plutio
Generates a new company profile with given details
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Create proposal in Plutio
Generates a new proposal
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Create contract in Plutio
Generates a contract document based on particular criteria
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Search invoice in Plutio
Locates and retrieves invoices with
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Get person by Id in Plutio
Retrieves a person's information by their id
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Find task in Plutio
Locates and retrieves a task within the app
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Update contract in Plutio
Updates contract details and terms as needed
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Delete block in Plutio
Removes a block from the system
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Update company in Plutio
Updates company information
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Update proposal in Plutio
Updates the proposal with the latest changes and revisions
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Create Task Board in Plutio
Creates a new task board
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Create Note in Plutio
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Create Task Group in Plutio
Creates a new group of tasks
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What can you automate with Plutio + SimplyBook.me?

Streamline your client intake, project scheduling, and invoicing workflows with robust automated connections.

What you can automate?
🚀
Turn SimplyBook.me bookings into Plutio projects instantly
Every time a client submits a new booking in SimplyBook.me, an equivalent project is automatically created in Plutio with all necessary details filled in.
📋
Capture every custom booking field in your projects
Map all submitted client questions and custom intake fields from SimplyBook.me straight into Plutio task descriptions and project notes.
🔔
Notify your team the moment a client books
Trigger instant internal notifications or assign preparation tasks in Plutio as soon as an appointment is confirmed in SimplyBook.me.
🔀
Route projects based on booking service types
Evaluate submitted booking details to assign different project templates, priorities, or task groups in Plutio automatically.
🔄
Keep project schedules synchronized with bookings
Update Plutio project timelines and milestones automatically whenever a client reschedules or cancels their SimplyBook.me appointment.
👥
Create or update client records without duplicates
Check existing client databases in Plutio before creating new profiles, ensuring clean records for every returning SimplyBook.me client.
💳
Manage billing and invoices from appointment data
Generate Plutio invoices automatically when bookings are completed or paid through SimplyBook.me's integrated payment system.
🔗
Extend your workflow to external tools like Slack
Connect your core booking and project pipeline to Slack, Google Calendar, or Stripe to keep your entire software stack operating as one.
And much more...

Who is Plutio + SimplyBook.me integration for?

Connect client appointment bookings with project management workflows to eliminate manual data entry, keep schedules aligned, and accelerate project delivery.

Operations managers
Operations managers
Client service leads
Client service leads
Agency account managers
Agency account managers
Appointment coordinators
Appointment coordinators
Project delivery teams
Project delivery teams
Business administrators
Business administrators
📈
Operations managers
You rely on project milestone reports in Plutio, but booking data from SimplyBook.me sits in a separate system until someone manually exports it, so your operational metrics are always lagging behind — this integration means every new booking updates your tracking automatically and your dashboards reflect real-time progress.
Client service leads
You need to initiate onboarding tasks the moment a client books a session, but manual handoffs cause hours of delay before anyone starts preparing — automating both apps means every booking instantly creates the necessary project structure and your team begins client preparation without waiting.
🤝
Agency account managers
You answer to clients who expect project progress to mirror their appointment schedules, but manual tracking leaves gaps in your timelines — with this integration, consultation bookings automatically align with Plutio projects so your clients always see up-to-date milestones.
📊
Appointment coordinators
You handle high booking volumes in SimplyBook.me and struggle to manually recreate every client record and task in Plutio as volume spikes — connecting these apps means every submission flows into your project workspace instantly and your team keeps pace with peak demand.
💼
Project delivery teams
You own the execution phase and depend on upstream booking details to start deliverables, but waiting for manual handoffs slows down project kickoffs — automating both apps means project tasks are generated the second a booking is confirmed so delivery starts immediately.
🗂️
Business administrators
You need a reliable audit trail linking client bookings to completed project invoices, but manual entry introduces missing records and data discrepancies — this integration means every booking and invoice stays perfectly linked across both platforms without manual reconciliation.
Our team

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Why choose Integrately to automate SimplyBook.me + Plutio

Build and manage your SimplyBook.me + Plutio 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 + Plutio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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AI that builds your automations
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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 Plutio to SimplyBook.me?
Frequently Asked Questions
You can connect Plutio to SimplyBook.me in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow combining Plutio, SimplyBook.me, Slack, and 1,500+ other apps.
Can I automatically create a Plutio project when a new SimplyBook.me booking is created?
Frequently Asked Questions
Can I connect Plutio, SimplyBook.me, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Plutio and SimplyBook.me?
Frequently Asked Questions
How does Plutio handle task and project updates in this integration?
Frequently Asked Questions
How does SimplyBook.me pass client appointment data into Plutio?
Frequently Asked Questions
Do I need coding skills to automate Plutio and SimplyBook.me?
Frequently Asked Questions
Is the Plutio and SimplyBook.me integration free?
Frequently Asked Questions
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You Can Also Connect Plutio or SimplyBook.me With 1500+ Other Apps

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SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with marketing, payment, and scheduling platforms to capture and manage client appointments.