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Automatically create personalized Google Docs from Simplybook appointments, pre-filled with client details. Latenode’s visual editor and affordable execution pricing make customized document workflows simple and scalable.
Connect Google docs and Simplybook in minutes with Latenode.
Create Google docs to Simplybook workflow
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Create a New Scenario to Connect Google docs and Simplybook
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google docs, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google docs or Simplybook will be your first step. To do this, click "Choose an app," find Google docs or Simplybook, and select the appropriate trigger to start the scenario.
Add the Google docs Node
Select the Google docs node from the app selection panel on the right.
Google docs
Configure the Google docs
Click on the Google docs node to configure it. You can modify the Google docs 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 Google docs node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.
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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 Google docs 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 Google docs 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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Google docs
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google docs, Simplybook, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Google docs and Simplybook integration works as expected. Depending on your setup, data should flow between Google docs and Simplybook (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Simplybook + Google Docs + Zoom: When a new booking is made in Simplybook, a new document is created from a template in Google Docs, and a Zoom meeting is scheduled for the consultation.
Simplybook + Google Sheets + Google Docs: When a new booking is made in Simplybook, client data and service details are logged to a Google Sheet, and a personalized document is created using the booking information.
About Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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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 Google docs account to Simplybook using Latenode?
To connect your Google docs account to Simplybook on Latenode, follow these steps:
Can I automatically create client contracts from Simplybook appointments?
Yes, easily! Latenode allows dynamic document generation using booking data, triggering contracts for new appointments. Save time and ensure timely client agreements.
What types of tasks can I perform by integrating Google docs with Simplybook?
Integrating Google docs with Simplybook allows you to perform various tasks, including:
How can I format dates from Simplybook in my Google docs?
Latenode's data transformation features allow you to reformat Simplybook dates to match any required Google docs format.
Are there any limitations to the Google docs and Simplybook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: