Schedule sales calls for newly qualified leads

When a deal stage changes in Shape, automatically create a booking in SimplyBook.me to block off time for a demonstration.

Try:

See all SimplyBook.me + Shape 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.

Shape Explore Shape →

Triggers

New contact or lead

Fires when a new contact or lead is added to Shape.

Contact updated

Fires when a field on a contact changes in Shape.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Shape.

Deal won

Fires when a deal is marked won in Shape.

Actions

Create or update contact

Creates or updates a contact in Shape.

Create deal

Creates a new deal in Shape.

Update record stage

Moves a deal or record to a new stage in Shape.

Log activity

Logs a call, email, or note against a record in Shape.

Create CRM contacts from new bookings When a customer makes a new booking in SimplyBook.me, automatically create or update their contact record in Shape. See details

Log booking cancellations directly in CRM When a booking is rescheduled or canceled in SimplyBook.me, automatically update the deal stage or log an activity in Shape. See details

See all SimplyBook.me + Shape integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Schedule sales calls for newly qualified leads” between SimplyBook.me and Shape?

Yes — describe it in the box above and Knit's Integrations Agent researches SimplyBook.me and Shape'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 do Shape and SimplyBook.me keep contact information synchronized?

When a new appointment is booked in SimplyBook.me, customer details automatically sync to create or update lead records inside Shape.

Can booking changes automatically update my pipeline in Shape?

Yes, when meetings are booked or updated in SimplyBook.me, relevant deal stages or activity logs in Shape update instantly.