Integrate SimplyBook with CloudTalk

Send information between SimplyBook and CloudTalk automatically, without writing any code, using Zoho Flow.

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Trigger an SMS notification via CloudTalk when a new booking is made in SimplyBook

Send SMS confirmations to assist customers in managing their appointments efficiently. This flow will automate sending an SMS through CloudTalk for any new booking made in SimplyBook.

How it works
  1. The flow triggers when a new booking is created in SimplyBook.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Trigger an SMS notification via CloudTalk when a new booking is made in SimplyBook

SimplyBook + CloudTalk

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Supported triggers and actions

Integrate SimplyBook and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Call created

Triggers when a new call of the selected type is created

Agent created

Triggers when a new agent is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create note

Creates a new note

Create booking

Creates a new booking

Create client

Creates a new client

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 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.

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

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

Add activity

Adds an activity to an existing contact

Create contact

Creates a new contact

Create agent

Creates a new agent

Send SMS

Sends an SMS message

Add note

Adds a note to an existing contact

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

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.

Bookings/Scheduling

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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