Log client notes when bookings change

When an appointment is rescheduled or canceled in SimplyBook.me, instantly append a note with the updated details in PDF-app.

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See all SimplyBook.me + PDF-app integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SimplyBook.me Explore SimplyBook.me →

Triggers

New booking made

Fires when a new booking or appointment is made in SimplyBook.me.

Booking rescheduled or canceled

Fires when a booking in SimplyBook.me is changed or canceled.

New customer

Fires when a new customer books for the first time in SimplyBook.me.

Actions

Create a booking

Creates a new booking or appointment in SimplyBook.me.

Cancel or reschedule a booking

Cancels or moves a booking in SimplyBook.me.

Create or update a customer

Creates or updates a customer record in SimplyBook.me.

Add the booking to a calendar

Adds a booking from SimplyBook.me to a connected calendar.

PDF-app Explore PDF-app →

Triggers

New note created

Fires when a new note or document is created in PDF-app.

Note updated

Fires when an existing note or document changes in PDF-app.

Document viewed or shared

Fires when a document in PDF-app is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in PDF-app from a saved template.

Create or append to a note

Creates a note in PDF-app or adds text to an existing one.

Convert a document to PDF

Converts a file in PDF-app to PDF.

Publish or share a document

Publishes a document from PDF-app or shares it by link.

Generate meeting documents for new appointments Whenever a client schedules a session in SimplyBook.me, automatically create a pre-filled client document from a template in PDF-app. See details

Schedule a follow-up session after document signing Once a client signs a contract in PDF-app, automatically create a booking in SimplyBook.me to get their kickoff call on the calendar. See details

See all SimplyBook.me + PDF-app integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log client notes when bookings change” between SimplyBook.me and PDF-app?

Yes — describe it in the box above and Knit's Integrations Agent researches SimplyBook.me and PDF-app's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting PDF-app and SimplyBook.me help with client onboarding?

You can automatically generate tailored contracts or intake documents in PDF-app the moment a client books a session in SimplyBook.me, saving time before every meeting.

Can booking changes in SimplyBook.me update existing notes in PDF-app?

Yes, when a client reschedules or cancels in SimplyBook.me, you can automatically update or append details to the client's record in PDF-app.