Agendize Help & Support

What Agendize Triggers and Actions are Supported?

Supported Triggers#

  • New Call - Triggers when a new call is made from Agendize tools.
  • New Message - Triggers when a new message is sent, either by an operator or a visitor.
  • New Client - Triggers when a new client is created.
  • New Appointment - Triggers when a new appointment is made for a specific company.

Supported Actions#

  • Create Client - Creates a new client.
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How to Get Started with Agendize on Zapier

The first thing you'll need to do is connect your Agendize Account to Zapier. After you sign up and start creating the Zap you want, Zapier will ask you to start the process:

Click to connect Agendize

Connect a new account if you don’t already have one. You’ll be asked to log into your Agendize account (unless you are already logged in):

Login to Agendize

Finally, you will be asked to give Zapier permission to access your account. Click “Authorize Application” to continue:

Authorize Agendize on Zapier

Note: The account name is only for identifying your Agendize account inside Zapier. You can name it anything you like!:

Name the Agendize account inside Zapier

You can now test your new account. If all steps were successful your Agendize account should now be successfully connected: Agendize connection successfull

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Common Problems with Agendize on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

Agendize is a customer engagement platform that offers easy appointment booking, contact management, live chat and call-tracking.

Getting Started with Zapier

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