nerve
SimplyBook.me + Nerve
Connect SimplyBook.me to your Agents and workflows.
What Nerve can do with SimplyBook.me
Look things up 3
Get Bookings
Get Bookings. Returns list of bookings filtered by given parameters
Get Client List
Get Client List. Returns list of clients associated with company. Search by phone number, email address, or name
Find Invoice
Find Invoice. Find invoices with filters and pagination
Make changes 7
Create Booking
Create Booking. Create a new booking using the book API method. Returns appointment info or throws exception if time not available
Set Booking Comment
Set Booking Comment. Set a comment for a booking
Add Client
Add Client. Add a new client with specified data. Email, phone, or both may be required (check company settings)
Create Note
Create Note. Create a note (generic) in the system
Create Detailed Report
Create Detailed Report. Generate a detailed report (metrics, bookings, revenue)
Cancel Booking
Cancel Booking. Cancel an existing booking. Returns true on success
Delete Client
Delete Client. Delete an existing client
Start a workflow when something happens in SimplyBook.me
- New Booking
- Booking Change
- Booking Cancellation
- New Client
- New Invoice
- New Offer
Works with
- Agents. An Agent can use SimplyBook.me when you grant it the capability.
- Workflows. SimplyBook.me can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before SimplyBook.me is touched.
You connect with: account details.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
SimplyBook.me: create booking
Connected is not unrestricted
Connecting SimplyBook.me does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsDeploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.