When Booking is created in SimplyBook.me > Check any condition > Create contact in Zoho Invoice
SimplyBook.me + Zoho Invoice Integration
SimplyBook.me + Zoho Invoice Integration
Integrate SimplyBook.me to Zoho Invoice in one click, or tell Integrately AI how you want each booking handled. Turn appointments into invoices, sync client records, update financial documents, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Booking is canceled in SimplyBook.me- Booking is created in SimplyBook.me
- Client is created in SimplyBook.me
- Invoice is created in SimplyBook.me
Invoice is created in Zoho Invoice Instant- Customer is created in Zoho Invoice Instant
- Item is created in Zoho Invoice Instant
- Contact person is created in Zoho Invoice
- Project is created in Zoho Invoice Instant
- Estimate is created in Zoho Invoice Instant
2.
- Create client in SimplyBook.me
- Get clients custom fields values in SimplyBook.me
- Get booking by ID in SimplyBook.me
- Search invoice by email in Zoho Invoice
- Update invoice in Zoho Invoice
- Create invoice in Zoho Invoice
- Create contact in Zoho Invoice
- Search contact in Zoho Invoice
- Create new estimate in Zoho Invoice
- Create new item in Zoho Invoice
- Get invoice by ID in Zoho Invoice
- Create contact person in Zoho Invoice
Trusted by experts at...
Ready Workflows for SimplyBook.me + Zoho Invoice Integration
Create invoices from bookings, sync client profiles, track customer payments, and update financial records, all in just one click.
Most popular automation
Create Zoho Invoice invoice for new SimplyBook.me event
If you're a professional who works on one-to-one basis and uses SimplyBook.me to manage your events, you may want to create an invoice in Zoho Invoice when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.
But manually creating invoice 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, it will trigger a corresponding invoice in Zoho Invoice.
This can save you time when creating invoice and tracking payments for your events.
See moreBut manually creating invoice 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, it will trigger a corresponding invoice in Zoho Invoice.
This can save you time when creating invoice and tracking payments for your events.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your SimplyBook.me + Zoho Invoice flow
Send booking updates to team channels, log client data in spreadsheets, or trigger customer follow-ups right after billing. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Stripe (3)
Stripe (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (4)
Slack (4) +
Zoom (3)
Zoom (3) +
Google Sheets (4)
Google Sheets (4) S
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When a booking is created in SimplyBook.me, create an invoice in Zoho Invoice and schedule an event in Google Calendar.
New SimplyBook.me bookings generate a Zoho Invoice invoice and a Google Calendar event immediately, keeping your schedule and billing aligned without manual entry.
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When a booking is canceled in SimplyBook.me, update the invoice in Zoho Invoice and remove the event in Google Calendar.
Canceled SimplyBook.me bookings automatically update your Zoho Invoice records and clear the Google Calendar slot, eliminating manual clean-up.
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When a client is created in SimplyBook.me, search for the contact in Zoho Invoice and schedule a welcome call in Google Calendar.
New SimplyBook.me clients are checked in Zoho Invoice before a Google Calendar welcome call is scheduled, streamlining your onboarding workflow.
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When an invoice is created in Zoho Invoice, get the booking details from SimplyBook.me and add a reminder in Google Calendar.
Zoho Invoice invoices pull related SimplyBook.me booking details and add a reminder to Google Calendar for seamless project tracking.
Supported triggers and actions for SimplyBook.me and Zoho Invoice
Mix and match to build the exact automation you need
SimplyBook.me Triggers & Actions
Invoice is created in SimplyBook.me
Triggers the automation when any invoice is added or modified
Try it → Zoho Invoice Triggers & Actions
Instant
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
Try it → Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
Try it → Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
Try it → Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
Try it → Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
Try it → What can you automate with SimplyBook.me + Zoho Invoice?
Streamline your appointment scheduling and billing operations with automated workflows designed for accuracy.
🧾
Create invoices automatically from new bookings
Generate a Zoho Invoice billing record the moment a client books an appointment in SimplyBook.me. Eliminate manual data entry and speed up your revenue cycle.
📋
Capture every custom field and client detail
Map all submitted SimplyBook.me client data and custom field values directly into your Zoho Invoice contact profiles. Ensure no appointment detail gets left behind.
🔔
Notify your team the second bookings happen
Send instant alerts to your team communication channels whenever a new appointment is created or canceled. Keep your staff informed in real time.
🔀
Route workflows based on booking status
Trigger different actions depending on whether a SimplyBook.me booking is confirmed or canceled. Handle updates dynamically without manual intervention.
🔄
Keep financial records updated as data changes
Automatically update existing Zoho Invoice records when appointment details or client custom fields change in SimplyBook.me.
🔍
Search contacts before creating duplicates
Look up existing contact records in Zoho Invoice before generating new profiles from SimplyBook.me clients. Maintain a clean database.
💳
Handle payment status changes and invoice updates
Track invoice status changes and customer payments across both platforms to keep your accounting records perfectly synchronized.
📅
Extend billing flows to third-party apps
Connect your SimplyBook.me and Zoho Invoice workflow to Google Calendar, Slack, or Google Sheets for comprehensive operational coverage.
And much more...
Who is SimplyBook.me + Zoho Invoice integration for?
Service businesses, appointment coordinators, and finance teams eliminate manual data entry between bookings and financial records, keeping client accounts accurate and revenue flowing.
Finance Managers
Appointment Coordinators
Client Service Directors
High-Volume Reception Managers
Billing Specialists
Practice Administrators
📈
Finance Managers
You rely on financial reports to monitor business cash flow but your billing entries only update when someone manually copies invoice data, so the revenue metrics you review are always a few hours behind — with this integration, every new billing record syncs instantly and your numbers stay current.
⏱️
Appointment Coordinators
You schedule client sessions all day long but struggle to keep accounting profiles updated with the right attendee data, so invoices often go out with incorrect details — this integration means every appointment automatically populates accurate customer records without manual intervention.
🤝
Client Service Directors
You answer to stakeholders who want immediate visibility into client billing milestones and appointment histories, but scattered data sources make status updates slow — connecting these apps means project tracking and financial records stay aligned for every review.
📊
High-Volume Reception Managers
You handle hundreds of bookings every week and manual data entry between your scheduling tool and invoicing software creates massive backlogs, so administrative errors slip through — automating both apps means high-volume workloads process smoothly without missed records.
💼
Billing Specialists
You depend on appointment teams to hand over customer details before you can generate invoices, leading to billing delays at the end of the month — with this integration, invoicing triggers immediately the moment a booking is created.
🗂️
Practice Administrators
You need a reliable history of client appointments and corresponding payments, but manual record-keeping leaves recurring gaps in your databases — this integration means every booking and invoice logs correctly with zero missing entries.
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 SimplyBook.me + Zoho Invoice
Build and manage your SimplyBook.me + Zoho Invoice automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect SimplyBook.me + Zoho Invoice with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect SimplyBook.me + Zoho Invoice Now 
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Frequently Asked Questions
How do I connect SimplyBook.me to Zoho Invoice?
You can connect SimplyBook.me to Zoho Invoice in one click using Integrately. Choose from ready automation templates or ask Integrately AI to build custom multi-step workflows connecting your scheduling and invoicing apps with tools like Google Calendar, Stripe, and Slack.
Can I automatically create Zoho Invoice invoices from SimplyBook.me bookings?
Can I connect SimplyBook.me, Zoho Invoice, and Google Sheets?
What is a good Zapier alternative for SimplyBook.me and Zoho Invoice?
How does SimplyBook.me handle client and booking data during integration?
How does Zoho Invoice process billing updates from appointments?
Do I need coding skills to automate SimplyBook.me and Zoho Invoice?
Is the SimplyBook.me and Zoho Invoice integration free?
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