SimplyBook.me + Zoho Invoice
Create new Zoho Invoice contacts for new clients in SimplyBook.me
Whenever you add a new client in SimplyBook.me, this workflow will seamlessly create a new contact in Zoho Invoice. It's an efficient solution to manage your contacts and ensure all client information is consistently updated across your main business tools. With this time-saving automation, you can focus more on nurturing client relationships rather than managing data entry tasks.
Whenever you add a new client in SimplyBook.me, this workflow will seamlessly create a new contact in Zoho Invoice. It's an efficient solution to manage your contacts and ensure all client information is consistently updated across your main business tools. With this time-saving automation, you can focus more on nurturing client relationships rather than managing data entry tasks.
- When this happens...New Client
Triggers when new client created.
- automatically do this!Create New Contact
Triggers when new contact is created.
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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 ItBooking IDRequired
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 ItProvider IDRequired
Service IDRequired
Location ID
Category ID
Client IDRequired
CountRequired
Start datetimeRequired
