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Automatically add new Simplybook appointments to Customer.io to trigger personalized campaigns. Latenode's visual editor and affordable pay-by-execution pricing makes advanced customer journeys easier than ever.
Connect Customer.io and Simplybook in minutes with Latenode.
Create Customer.io to Simplybook workflow
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Create a New Scenario to Connect Customer.io and Simplybook
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or Simplybook will be your first step. To do this, click "Choose an app," find Customer.io or Simplybook, and select the appropriate trigger to start the scenario.
Add the Customer.io Node
Select the Customer.io node from the app selection panel on the right.
Customer.io
Configure the Customer.io
Click on the Customer.io node to configure it. You can modify the Customer.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Simplybook Node
Next, click the plus (+) icon on the Customer.io node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.
Customer.io
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Simplybook
Authenticate Simplybook
Now, click the Simplybook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplybook settings. Authentication allows you to use Simplybook through Latenode.
Configure the Customer.io and Simplybook Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Customer.io and Simplybook Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Simplybook
Trigger on Webhook
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Customer.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Customer.io, Simplybook, and any additional nodes, donโt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking โRun onceโ and triggering an event to check if the Customer.io and Simplybook integration works as expected. Depending on your setup, data should flow between Customer.io and Simplybook (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Simplybook + Customer.io + Slack: When a new booking is made in Simplybook, a new customer profile is created or updated in Customer.io. Then, a notification is sent to a designated Slack channel to alert the team of the new booking.
Simplybook + Google Sheets + Customer.io: Upon a new appointment being booked in Simplybook, the appointment details are added as a new row in Google Sheets. This event then triggers a personalized onboarding sequence for the client within Customer.io.
About Customer.io
Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.
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About Simplybook
Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.
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How can I connect my Customer.io account to Simplybook using Latenode?
To connect your Customer.io account to Simplybook on Latenode, follow these steps:
Can I personalize customer messages after booking an appointment?
Yes, you can! Latenode allows you to trigger personalized Customer.io messages based on Simplybook appointment details, enhancing customer engagement and follow-up.
What types of tasks can I perform by integrating Customer.io with Simplybook?
Integrating Customer.io with Simplybook allows you to perform various tasks, including:
Can I use JavaScript code to transform booking data in Latenode?
Yes! Latenode supports JavaScript, enabling you to customize and transform data between Customer.io and Simplybook for advanced workflows.
Are there any limitations to the Customer.io and Simplybook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: