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 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 Client
Triggers when new client created.
- automatically do this!Create Folder
Triggered when you add a new folder.
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Cancelled Booking
Triggers when a booking is canceled.
Try ItNew Booking
Triggers when a new booking is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Comment
Triggered when someone comments on a file in a folder you own/collaborate on.
Try It
Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Try ItNew Client
Triggers when new client created.
Try ItNew Offer
Triggers when a new offer is created.
Try ItNew Event
Triggered when a new event is performed (this is the activity stream).
Try It
