Act! + Bookafy

Act! + Bookafy integrations

Create Act! contacts from new Bookafy customers

Stay up-to-date on the latest contacts and automate best practice sales processes by collaborating with your team. Act! Premium provides these features for you with the best support. This Bookafy-Act! integration allows you to create contacts automatically into Act! Premium for every new Bookafy customers.

When this happens...
New CustomerTriggers when a new customer is added.
TriggerPolling
automatically do this!
Add ContactCreates a new contact.
ActionWrite

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More things you can do with Bookafy and Act!

Discover other triggers and actions you can use with Bookafy and Act!

- Include Blocker Appointments?
  Required
- Staff User
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
- Title
  Required
- Description
  Required
- Service
  Required
- Staff User
  Required
- Appointment Start Time
  Required
- Appointment End Time
  Required
- Is Blocker Appointment?
  Required
- Customer Name
  Required
- Email
- Phone
- Address
- City
- State
- Zip Code
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It

- Contact
  Required
- Note Text
  Required
- Private
Action
Write
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write

- Name
  Required
- Description
Action
Write
- Field to Search By
  Required
- Value to Search By
  Required
Action
Search
- Field to Search By
  Required
- Value to Search By
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write

New Appointment Type
Triggers when a new appointment type is added.
Trigger
Polling
Try It
New User
Triggers when a new user is added.
Trigger
Polling
Try It
- Name
  Required
- Email
  Required
- Phone
- State
- Address
- City
- Zip Code
- Notes
Action
Write
Contact Updated
Triggers when a Contact is updated.
Trigger
Polling
Try It
- Activity Type
  Required
- Regarding
- Schedule With
  Required
- Start Time
  Required
- End Time
  Required
- Details
- Location
- Priority
- Is Private
Action
Write
- Name
- Contact
  Required
- Estimated Close Date
  Required
- Status
- Stage
- Probability
- Actual Close Date
- Competitor
- Referred By
- Reason
Action
Write
- Type
  Required
- Contact
  Required
- Regarding
- Details
- Start Time
  Required
- End Time
  Required
- Private
Action
Write
- Contact
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Group Name
Action
Search
- Name
  Required
- Description
Action
Search or write

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

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Related categories

Scheduling & Booking