Popular SimplyBook.me + TeamWave Workflows
Create task in TeamWave for Booking is canceled in SimplyBook.me
Create TeamWave task for new SimplyBook.me event
With the help of this integration, when an event is created, a task will be automatically created in TeamWave 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!
Create TeamWave deal for new SimplyBook.me event
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in SimplyBook.me, it will trigger a corresponding deal creation in TeamWave.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Update TeamWave person from new SimplyBook.me event
When Booking is created in SimplyBook.me > Check any condition > Create person in TeamWave
When Booking is created in SimplyBook.me > Check any condition > Add follower in TeamWave
When Booking is created in SimplyBook.me > Check any condition > Create deal in TeamWave
When Booking is created in SimplyBook.me > Check any condition > Create person in TeamWave
When Booking is created in SimplyBook.me > Check any condition > Add follower in TeamWave
When Booking is created in SimplyBook.me > Check any condition > Create deal in TeamWave
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SimplyBook.me helps you handle appointments and payments in a simpler way. It is simple and easy to use as possible, so your customers will be able to book an appointment online with you in no time!
See SimplyBook.me IntegrationsTeamWave is a unified platform that allows you to manage your projects, sales and customer relations (CRM) and human resource efficiently. It's packed with features like project management, automation, time tracking and reporting.
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