Create new items in monday.com when new clients are added in SimplyBook.me
Streamline your client management process with this seamless integration. When a new client is added in SimplyBook.me, the workflow will efficiently create a new item in monday.com. This handy link helps to organize your appointments with clients and keeps key details readily available in your project management tool. It's an excellent automation for boosting productivity and ultimately, saving valuable business time.
- When this happens...New ClientTriggers when new client created.
- automatically do this!Create ItemCreate a new Item in a board
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More things you can do with SimplyBook.me and monday.com
Discover other triggers and actions you can use with SimplyBook.me and monday.com
- Cancelled Booking
Triggers when a booking is canceled.
Try ItTriggerInstant - New Booking
Triggers when a new booking is created.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is created.
Try ItTriggerInstant - Booking IDRequired
ActionWrite
- Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Try ItTriggerInstant - New Client
Triggers when new client created.
Try ItTriggerInstant - New Offer
Triggers when a new offer is created.
Try ItTriggerInstant - Provider IDRequired
- Service IDRequired
- Location ID
- Category ID
- Client IDRequired
- CountRequired
- Start datetimeRequired
ActionWrite






