Integrate Agile CRM with SimplyBook
Send information between Agile CRM and SimplyBook automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and SimplyBook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Booking created
Triggers when a new booking is created
Booking event occurred
Triggers when a booking event, such as booking creation, booking cancellation, or booking modification, occurs in Simplybook
Booking canceled
Triggers when a booking is canceled
Client created
Triggers when a new client is created
Booking updated
Triggers when the details of an existing booking are updated
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Create booking
Creates a new booking
Create client
Creates a new client
Create note
Creates a new note
Update note
Updates the details of an existing note
Update booking
Updates the details of an existing booking
Update client
Updates the details of an existing client
Fetch booking
Fetches the details of an existing booking using ID
Fetch provider
Fetches the details of an existing provider using ID
Fetch note
Fetches the details of an existing note using ID
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
Fetch client
Fetches the details of an existing client using ID
Fetch ticket by code
Fetches the details of an existing ticket using ticket code
Get first available slots
Returns the first available slots for the selected service, provider, and date.
Search product
Searches the details of an existing product using product name
Search client
Searches the details of an existing client using client name and email address
Search service
Searches the details of an existing service using service name
Search provider
Searches the details of an existing provider using provider name
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
What is SimplyBook?
SimplyBook is appointment and scheduling software that allows your clients to book your services online at any place, any time (24/7), and on any device while offering a variety of flexible features.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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