Shape + SimplyBook.me + Formatter by Zapier

Add Shape Software records from new SimplyBook.me clients

Find yourself spending too much time adding new clients to your CRM by hand? Now with the help of Zapier, the tedious work is done for you. This integration will add every new SimplyBook.me client as a Shape Software record, saving you time for more important work.

When this happens...
New ClientTriggers when new client created.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create RecordCreate a new record within the CRM
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with SimplyBook.me, Formatter by Zapier, and more

Cancelled Booking
Triggers when a booking is canceled.
Trigger
Instant
Try It
New Booking
Triggers when a new booking is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
- Booking ID
  Required
Action
Write
- Client name
  Required
- Email
  Required
- Phone
  Required
Action
Write

- Client Id
  Required
Action
Search
- Transform
  Required
Action
Write

- Transform
  Required
Action
Write
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Trigger
Instant
Try It
New Client
Triggers when new client created.
Trigger
Instant
Try It
New Offer
Triggers when a new offer is created.
Trigger
Instant
Try It
- 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
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
Write

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn moreLearn moreHelpHelp

Related categories

Documents

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