SimplyBook.me integration
Use SimplyBook.me in Zoft workflows, voice agents, chat agents and AI employees. Use SimplyBook.me from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 10 actions
- 6 triggers
- Starts with
New Booking - ZoftAgent or workflow decides what happens next
- Then in SimplyBook.meCreate Note
- AndCreate Booking
Zoft + SimplyBook.me
What Zoft can do with SimplyBook.me.
- 01Voice agentsA phone agent can use SimplyBook.me actions such as Create Note and Create Booking during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update SimplyBook.me while it talks to the customer.
- 03WorkflowsStart a workflow when “New Booking” happens in SimplyBook.me, or use SimplyBook.me as any step on the canvas.
- 04AI employeesAn AI employee can find and use SimplyBook.me actions on its own, and ask for your approval before it sends or changes anything important.
Actions 10
Things Zoft can do in SimplyBook.me.
- Create NoteCreate a note (generic) in the system
- Get Client ListReturns list of clients associated with company. Search by phone number, email address, or name.
- Get BookingsReturns list of bookings filtered by given parameters
- Find InvoiceFind invoices with filters and pagination
- Add ClientAdd a new client with specified data. Email, phone, or both may be required (check company settings).
- Delete ClientDelete an existing client
- Cancel BookingCancel an existing booking. Returns true on success.
- Create BookingCreate a new booking using the book API method. Returns appointment info or throws exception if time not available.
- Set Booking CommentSet a comment for a booking
- Create Detailed ReportGenerate a detailed report (metrics, bookings, revenue)
Triggers 6
Events in SimplyBook.me that can start a workflow.
- New OfferTriggers when a new offer (proposal or quote) is created (bookings with promo: false)
- New ClientTriggers when a new client is added (via booking or manually) in SimplyBook.me
- New BookingTriggers when a new booking is created in SimplyBook.me
- New InvoiceTriggers when a new invoice is generated/paid in SimplyBook.me (requires Accept Payments feature)
- Booking ChangeTriggers when a booking is changed in SimplyBook.me
- Booking CancellationTriggers when a booking is canceled in SimplyBook.me
Setup
Connect SimplyBook.me in three steps.
- 01ConnectChoose SimplyBook.me in Connections and enter the account details SimplyBook.me asks for, such as a store name or token.
- 02Put it to workAdd SimplyBook.me as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
SimplyBook.me on Zoft, answered.
What can Zoft do with SimplyBook.me?
Zoft supports 10 actions and 6 triggers for SimplyBook.me. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect SimplyBook.me to Zoft?
Choose SimplyBook.me in Connections and enter the account details SimplyBook.me asks for, such as a store name or token.
Can a voice agent or chat agent use SimplyBook.me?
Yes. Once SimplyBook.me is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in SimplyBook.me without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.