--- title: "Connect CRM in Cloud and SimplyBook.me - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Accept Invoice Payment\" in SimplyBook.me." canonical: "https://apiant.ai/connect/crm-in-cloud-to-simplybook-me" --- # Connect CRM in Cloud and SimplyBook.me When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Accept Invoice Payment** in [SimplyBook.me](https://apiant.ai/connections/simplybook-me), or **Updated Client **in SimplyBook.me to **Create or Update Contact** in CRM in Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. CRM in Cloud **4** triggers CRM in Cloud **7** actions SimplyBook.me **1** trigger SimplyBook.me **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CRM in Cloud and SimplyBook.me to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What CRM in Cloud and SimplyBook.me can do together ### From CRM in Cloud to SimplyBook.me - When **New or Updated Company** in CRM in Cloud then **Accept Invoice Payment** in SimplyBook.me - When **New or Updated Contact** in CRM in Cloud then **Create Calendar Note** in SimplyBook.me ### From SimplyBook.me to CRM in Cloud - When **Updated Client **in SimplyBook.me then **Create or Update Contact** in CRM in Cloud - When **Updated Client **in SimplyBook.me then **Create or Update Lead** in CRM in Cloud Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with CRM in Cloud and SimplyBook.me ## Triggers and actions 5 triggers · 41 actions - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. - Trigger **Updated Client** Triggers when a client is added or any of a client's details (name, email, phone, address, subscription flags) change. - Action **Accept Invoice Payment** Marks an invoice as paid. - Action **Approve Booking** Approves a booking waiting for approval. - Action **Block Client** Blocks a client from booking. - Action **Cancel Booking** Cancels a booking. - Action **Create Booking** Books an appointment for a client with a service and provider at a given time. - Action **Create Booking Changed Webhook** Subscribes a URL to SimplyBook.me's booking-changed event, so it is called whenever a booking is edited. - Action **Create Calendar Note** Adds a note to the calendar, optionally blocking that time from bookings. - Action **Create Client** Adds a new client. - Action **Decline Booking** Declines a booking waiting for approval. - Action **Delete Calendar Note** Deletes a calendar note. - Action **Delete Client** Deletes a client. - Action **Find Bookings** Finds bookings by status, date, client, service, provider or text. - Action **Find Clients** Finds clients by name, email or phone. - Action **Find Invoices** Finds invoices by client, status, booking or date. - Action **Get Available Slots** Returns the open time slots for a service and provider on a day. - Action **Get Booking** Returns one booking by its ID, with its client, service, provider and status. - Action **Get Booking Links** Returns the links for a booking, such as the pages a client uses to view or cancel it. - Action **Get Calendar Note** Returns one calendar note by ID. - Action **Get Client** Returns one client by ID. - Action **Get First Available Slot** Returns the first open time slot for a service and provider, starting from a day. - Action **Get Invoice** Returns one invoice by ID, with its lines. - Action **Get Provider** Returns one provider by ID. - Action **Get Service** Returns one service by ID. - Action **List Booking Statuses** Returns the custom booking statuses set up for the company. - Action **List Locations** Returns the company's locations. - Action **List Providers** Returns the company's providers (staff members or resources). - Action **List Service Categories** Returns the company's service categories. - Action **List Services** Returns the company's services. - Action **Set Booking Comment** Saves a comment on a booking. - Action **Set Booking Status** Applies one of the company's custom statuses to a booking. - Action **Unblock Client** Lets a blocked client book again. - Action **Update Booking** Changes a booking's time, service, provider or client. - Action **Update Calendar Note** Changes a calendar note. - Action **Update Client** Changes a client's name, contact details or address. ## Each app on its own - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) - [ **SimplyBook.me** SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers...](https://apiant.ai/connections/simplybook-me) Reviews ## What our customers say ## More from CRM in Cloud - [ **CRM in Cloud to Dungeons and Dragons (Alternate)** Open5e is a database of Dungeons and Dragons 5th Edition content drawn from the System Reference Document...](https://apiant.ai/connect/crm-in-cloud-to-dungeons-and-dragons-alternate) - [ **CRM in Cloud to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/crm-in-cloud-to-ip-api) - [ **CRM in Cloud to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crm-in-cloud-to-hubspot) - [ **CRM in Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crm-in-cloud-to-salesforce) - [ **CRM in Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crm-in-cloud-to-slack) - [ **CRM in Cloud to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into SimplyBook.me - [ **HubSpot to SimplyBook.me** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-simplybook-me) - [ **Salesforce to SimplyBook.me** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-simplybook-me) - [ **Google Sheets to SimplyBook.me** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-simplybook-me) - [ **Gmail to SimplyBook.me** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-simplybook-me) - [ **Google Calendar to SimplyBook.me** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-simplybook-me) - [ **Google Drive to SimplyBook.me** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-simplybook-me) Questions ## CRM in Cloud and SimplyBook.me, answered ### ### What can start an automation from CRM in Cloud? Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SimplyBook.me when something happens in CRM in Cloud? Any of SimplyBook.me's 34 actions, including Create Booking, Create Booking Changed Webhook, Create Calendar Note and Create Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SimplyBook.me to CRM in Cloud? Yes. When something happens in SimplyBook.me, your agent can act in CRM in Cloud too. This page covers both directions: SimplyBook.me's triggers and CRM in Cloud's actions are listed here as well. ### ### Do I have to build a connector for CRM in Cloud or SimplyBook.me? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use CRM in Cloud and SimplyBook.me without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.