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Zapier makes it easy to integrate SimplyBook.me with Simply Budget - no code necessary. See how you can get setup in minutes.

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SimplyBook.me
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SimplyBook.me
1. Choose trigger event
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Simply Budget
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Simply Budget
2. Choose action
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1. Select the event
Setup
Test
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SimplyBook.me
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Cancelled Booking" from SimplyBook.me.

Add your action

An action happens after the trigger—such as "Generate Documented Revenue/Expense" in Simply Budget.

You’re connected!

Zapier seamlessly connects SimplyBook.me and Simply Budget, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • SimplyBook.me triggers, actions, and search
    Cancelled Booking

    Triggers when a booking is canceled.

    Trigger
    Instant
    Try It
  • SimplyBook.me triggers, actions, and search
    New Booking

    Triggers when a new booking is created.

    Trigger
    Instant
    Try It
  • SimplyBook.me triggers, actions, and search
    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Instant
    Try It
    • Wallet VAT Number/Fiscal Code
      Required
    • Type
      Required
    • Customer/Supplier Code
    • Customer/Supplier Name
      Required
    • Customer/Supplier Vat Number
    • Customer/Supplier Fiscal Code
    • Customer/Supplier e-mail
    • Customer/Supplier Phone Number
    • Customer/Supplier Street Address
    • Customer/Supplier Postal Code
    • Customer/Supplier City
    • Customer/Supplier Province/State
    • Category
    • Document Type
      Required
    • Document Identifier
      Required
    • Document Date
      Required
    • Document Description
    • Amount
      Required
    • Payment Method
      Required
    • Status
      Required
    • Label Description
    • Date
    • Amount
    • Notes
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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Connect SimplyBook.me and Simply Budget to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your SimplyBook.me to Simply Budget integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About SimplyBook.me
SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers variety of flexible features.
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Related categories
Scheduling & Booking
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About Simply Budget
Simply Budget is an easy and secure budgeting tool to make your budget predictions and achieve all business goals.
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Related categories
Accounting

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