Invoice2go + SimplyBook.me

Invoice2go + SimplyBook.me integrations

Create Invoice2go clients from new SimplyBook.me bookings

Streamline your booking and invoicing process with this seamless workflow. When a new booking is made in SimplyBook.me, a client will be created in Invoice2go, saving you time and ensuring consistent client information across both platforms. Stay organized and efficient by automating this crucial step in your business process.

When this happens...
New BookingTriggers when a new booking is created.
TriggerInstant
automatically do this!
Create ClientCreate a client in Invoice2go
ActionWrite

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More things you can do with SimplyBook.me and Invoice2go

Discover other triggers and actions you can use with SimplyBook.me and Invoice2go

Cancelled Booking
Triggers when a booking is canceled.
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
- Name
- Code
- Description
- Rate
- Taxable
- Cost
- Type
Action
Write

Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Trigger
Instant
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New Client
Triggers when new client created.
Trigger
Instant
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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
- First name
- Last name
  Required
- Middle name(s)
- Company name
- Country
- State
- County
- City
- District
- Street
- House Number
- Postal Code
- Longitude
- Latitude
- Email
- Phone
- Mobile
- Website
- Terms
- Notes
- Tax Number
Action
Write

About Invoice2go

Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.

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Related categories

Proposal & Invoice Management

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