1.Captures new booking
Integrate SimplyBook.me, booking workflows, and scheduling data to capture booking details for your consultation record.
When new bookings come in, delays can hold intake and invoicing back. This automation captures booking details, creates consultation records, and emails billing immediately—so your team can prepare next steps without manual coordination.
Integrate SimplyBook.me, booking workflows, and scheduling data to capture booking details for your consultation record.
Integrate Salesforce, CRM lookups, and contact search tools to find the contact and account reference by email.
Integrate Zapier Tables and provider directory data to look up the clinician reference for CRM mapping.
Integrate Salesforce and appointment records to create the consultation and map booking time, duration, and provider.
Integrate Gmail and email notifications to send billing a booking summary for immediate intake and invoicing.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Étape 1
Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier nous aide à conclure bien plus que 50% plus d'offres que nous ne le ferions sans lui. Il s'agit d'un élément clé de notre stratégie globale et, par conséquent, de notre argumentaire de vente.
Raphael BochnerFondateur et directeur des systèmes d'information
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.