Simplybook and Docparser Integration

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Automatically extract data from parsed documents using Docparser and update appointment details in Simplybook, leveraging Latenode's visual editor for customization and cost-effective scaling. Streamline booking workflows by connecting document insights directly to your scheduling system, enhanced with JavaScript for advanced logic.

Simplybook + Docparser integration

Connect Simplybook and Docparser in minutes with Latenode.

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Simplybook

Docparser

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Simplybook and Docparser

Create a New Scenario to Connect Simplybook and Docparser

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

Add the Simplybook Node

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

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Simplybook

Configure the Simplybook

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

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Sign In

Run node once

Add the Docparser Node

Next, click the plus (+) icon on the Simplybook node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.

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Authenticate Docparser

Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.

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Connect Docparser

Sign In

Run node once

Configure the Simplybook and Docparser 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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Docparser Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Simplybook and Docparser 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 Simplybook, Docparser, 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 Simplybook and Docparser integration works as expected. Depending on your setup, data should flow between Simplybook and Docparser (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Simplybook and Docparser

Simplybook + Docparser + Google Sheets: When a new booking is made in Simplybook, extract booking details from a parsed document using Docparser, and then log these details in a Google Sheet for reporting and analysis.

Docparser + Simplybook + Zoom: When a document is parsed by Docparser, extract client details. Use these details to book a meeting via Simplybook, and then schedule a Zoom call with the client.

Simplybook and Docparser integration alternatives

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.

About Docparser

Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.

See how Latenode works

FAQ Simplybook and Docparser

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

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

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

Can I automatically update client data based on parsed invoices?

Yes, you can! Latenode allows you to parse invoice data from Docparser and automatically update corresponding client profiles in Simplybook, saving you valuable time and ensuring data accuracy.

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

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

  • Extract booking details from Simplybook confirmations for analysis.
  • Automatically update client records using parsed Docparser data.
  • Create custom reports based on booking and invoice information.
  • Trigger follow-up actions based on parsed document contents.
  • Archive booking-related documents with corresponding client data.

How to automate invoice creation after a Simplybook appointment?

Latenode lets you automatically trigger invoice generation in Docparser after each Simplybook appointment, saving you time on manual billing.

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

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

  • Complex document layouts in Docparser might require advanced configuration.
  • Free Simplybook plans may have API call limits, affecting automation frequency.
  • Real-time data synchronization depends on the polling interval set in Latenode.

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