Connect SimplyBook.me and Sortd for Gmail

Both apps 60SimplyBook.me 35Sortd for Gmail 25

• 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.

• Trigger
  New Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.