

Integrate Moneybird with Simply Schedule Appointments
Send information between Moneybird and Simply Schedule Appointments automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Moneybird and Simply Schedule Appointments using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New quote
Triggers when a new quote is created

New sales invoice
Triggers when a new sales invoice is created

New contact
Triggers when a new contact is created

Appointment customer information updated
Triggers when the information of a customer is updated in an appointment

Appointment pending
Triggers when an appointment is marked as pending

Appointment rescheduled
Triggers when an appointment is rescheduled

Appointment updated
Triggers when an appointment is updated

Appointment abandoned
Triggers when an appointment is marked as abandoned

Appointment booked
Triggers when an appointment is booked

Appointment canceled
Triggers when an appointment is canceled
All Actions - Actions are the automated tasks

Create estimate
Creates a new estimate

Create sales invoice
Creates a new sales invoice

Send sales invoice
Sends a sales invoice to the specified email

Create document
Creates a new document

Create contact
Creates a new contact

Fetch product
Fetches a product by description

Fetch contact
Fetches a contact by email

Fetch appointment
Fetches the details of an existing appointment
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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What is Simply Schedule Appointments?
Simply Schedule Appointments is a scheduling WordPress plugin that can help businesses manage scheduling availability and appointment bookings on their WordPress side.
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