Box + SimplyBook.me

Create new Box folders for every new client on SimplyBook.me

When a new client is added in SimplyBook.me, create a dedicated folder in Box straight away. This workflow ensures that all the important documents and data for your new clients are well organized and easily accessible in one location. It simplifies your data management and boosts your efficiency, with no extra effort required on your part. Eliminate manual data tracking and improve your client relationship management with this automated process.

When this happens...
New ClientTriggers when new client created.
TriggerInstant
automatically do this!
Create FolderTriggers when you add a new folder.
ActionWrite

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More things you can do with SimplyBook.me and Box

Discover other triggers and actions you can use with SimplyBook.me and Box

Cancelled Booking
Triggers when a booking is canceled.
Trigger
Instant
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Updated Client
Triggers when client data is updated.
Trigger
Instant
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New Booking
Triggers when a new booking is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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- Booking ID
  Required
Action
Write

- Client name
  Required
- Email
  Required
- Phone
  Required
Action
Write
- Client Id
  Required
Action
Search

Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Polling
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- Folder
Trigger
Polling
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- File ID
  Required
- Template Key
  Required
- Metadata (JSON Object)
  Required
Action
Write
- Folder ID
  Required
- Access Level
- Expiration Date
Action
Write
- User ID
  Required
- Group ID
  Required
- Role
Action
Write
- Hub ID
  Required
- Question
  Required
Action
Write
- File_id
  Required
- Message
  Required
Action
Write
- User Name
  Required
- User Email
  Required
- Platform Access Only
- External App User ID
Action
Write
- Template Name
  Required
Action
Write
- Group ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
- Share this file?
Action
Write
- Template ID
  Required
Action
Write
- Template Name
  Required
Action
Write
- File ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Folder
  Required
- Name of New File
  Required
- File Content
  Required
- Share this file?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Folder Name
  Required
- Parent Folder
Action
Search
- Folder ID
  Required
Action
Search
- Marker
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search

Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Trigger
Instant
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Deleted Client
Triggers when a client is deleted.
Trigger
Instant
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New Client
Triggers when new client created.
Trigger
Instant
Try It
New Offer
Triggers when a new offer is created.
Trigger
Instant
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- Provider ID
  Required
- Service ID
  Required
- Location ID
- Category ID
- Client ID
  Required
- Count
  Required
- Start datetime
  Required
Action
Write
- Booking ID
  Required
Action
Search
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Polling
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- Folder
  Required
- Share
Trigger
Polling
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Polling
Try It
- File ID
  Required
- Access Level
- Expiration Date
Action
Write
- Email
  Required
- Folder
  Required
- Role
  Required
Action
Write
- File ID
  Required
- Question
  Required
Action
Write
- File ID
  Required
- Box AI Prompt
  Required
Action
Write
- Group Name
  Required
- Provisioned
- External Sync Identifier
Action
Write
- Template ID
  Required
Action
Write
- Folder ID
  Required
- Recursive
Action
Write
- User ID
  Required
- Force Delete
- Notify User
Action
Write
- Folder
- Name of New Folder
  Required
Action
Write
- Template ID
  Required
Action
Write
- File ID
  Required
Action
Write
- User ID
  Required
Action
Write
- File_id
  Required
- New Folder
  Required
- Action to Perform
Action
Write
- File_id
  Required
- Message
- Due_at
- Assign_to
Action
Write
- File Name
  Required
- Folder
- File_extensions
Action
Search
- File ID
  Required
Action
Search
- Folder ID
  Required
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

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Related categories

File Management & Storage

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About SimplyBook.me

SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers variety of flexible features.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking