Instantly and Simplybook Integration

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Automatically enroll new Simplybook clients into Instantly email campaigns. Latenode's visual editor makes complex onboarding flows simple, and affordable per-execution pricing means you only pay for active clients.

Instantly + Simplybook integration

Connect Instantly and Simplybook in minutes with Latenode.

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Automate your workflow

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Instantly

Simplybook

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Instantly and Simplybook

Create a New Scenario to Connect Instantly and Simplybook

In the workspace, click the β€œCreate 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Simplybook will be your first step. To do this, click "Choose an app," find Instantly or Simplybook, and select the appropriate trigger to start the scenario.

Add the Instantly Node

Select the Instantly node from the app selection panel on the right.

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Instantly

Configure the Instantly

Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Instantly

Sign In
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Run node once

Add the Simplybook Node

Next, click the plus (+) icon on the Instantly 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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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.

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Run node once

Configure the Instantly 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.

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Simplybook Oauth 2.0

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Change

Select an action *

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The action ID

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Run node once

Set Up the Instantly and Simplybook Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Instantly, 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 β€œRun once” and triggering an event to check if the Instantly and Simplybook integration works as expected. Depending on your setup, data should flow between Instantly and Simplybook (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Instantly and Simplybook

Simplybook + Zoom + Instantly: When a new booking is made in Simplybook, a meeting is automatically created in Zoom, and then a new lead is created in Instantly.

Simplybook + Instantly + Google Calendar: When a new booking is made in Simplybook, create a lead in Instantly and an event in Google Calendar to manage schedule.

Instantly and Simplybook integration alternatives

About Instantly

Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic β€” all without per-step pricing limits.

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.

See how Latenode works

FAQ Instantly and Simplybook

How can I connect my Instantly account to Simplybook using Latenode?

To connect your Instantly account to Simplybook on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Instantly and click on "Connect".
  • Authenticate your Instantly and Simplybook accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger Instantly campaigns from new Simplybook appointments?

Yes, you can! Latenode's visual editor makes this easy. Automatically trigger personalized outreach campaigns in Instantly whenever a new appointment is booked in Simplybook. Save time and boost engagement.

What types of tasks can I perform by integrating Instantly with Simplybook?

Integrating Instantly with Simplybook allows you to perform various tasks, including:

  • Add new Simplybook clients as leads in Instantly campaigns.
  • Update lead statuses in Instantly based on appointment completion in Simplybook.
  • Send automated follow-up emails via Instantly after Simplybook appointments.
  • Create personalized email sequences in Instantly for different Simplybook service types.
  • Schedule Instantly campaign pauses based on Simplybook booking availability.

How can I use AI to personalize messages in Instantly using Simplybook data?

Latenode lets you use AI blocks to generate highly personalized email content for Instantly, directly from Simplybook appointment details, improving engagement and conversion rates.

Are there any limitations to the Instantly and Simplybook integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization depends on the APIs of Instantly and Simplybook.
  • Complex data transformations may require JavaScript knowledge.
  • Rate limits of Instantly and Simplybook APIs apply to the integration.

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