Agendize Integrations
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Salesforce
CRM (Customer Relationship Management)
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Shopify
eCommerce
Gmail
Email, Google
SugarCRM 6.2-5
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
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Developer Tools, ZapierSalesforce
CRM (Customer Relationship Management)Code by Zapier
Developer Tools, ZapierShopify
eCommerceGmail
Email, GoogleSugarCRM 6.2-5
CRM (Customer Relationship Management)Webhooks by Zapier
Developer Tools, ZapierSalesforce
CRM (Customer Relationship Management)Code by Zapier
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Popular ways to use Agendize workflows
Create Trello cards from new Agendize appointments
Create Trello cards from new Agendize appointmentsAdd new Facebook Lead Ad leads as new clients in Agendize
Add new Facebook Lead Ad leads as new clients in AgendizePremiumLog new Agendize appointments as Reward Science activities
Log new Agendize appointments as Reward Science activitiesSend personal Handwrytten cards for new Agendize clients
Send personal Handwrytten cards for new Agendize clients
- New AppointmentTriggers when a new appointment is made for a specific company.Trigger
- New CallTriggers when a new call is made from Agendize tools.Trigger
- New Client in CRMTriggers when a new client is created.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New or Updated ClientImmediately triggers when a new client is createdTrigger
- New Form ResponseTriggers when a new form response is submitted for a custom form.Trigger
- New StaffTriggers when a new staff is created.Trigger
- Updated Client AccountTriggers when a new client account is created or updated in your reseller consoleTrigger
- Agendize
Triggers when an appointment status is updated (eg: accepted, no show, completed, cancelled)
Scheduled
Trigger
- Agendize
Changes the Password of the Client Account Owner
Scheduled
Action
- Agendize
Changes the Profile ID associated with a Client Account
Scheduled
Action
- Agendize
Creates and configure a new Client account in your reseller console, so that your Client gets a pre-configured account
Scheduled
Action
- Agendize
Adds a new note to a CRM Client
Scheduled
Action
- Agendize
Creates a Client entry in your CRM
Scheduled
Action
- Agendize
Creates a new service for appointment scheduling.
Scheduled
Action
- Agendize
Staff to be created for a scheduling company
Scheduled
Action
- Agendize
Create a company for a specific account. Set the important settings needed to start using the firm.
Scheduled
Action
- Agendize
Creates a new Client account in your reseller console, so that your Client can configure it
Scheduled
Action
- Agendize
Get account details such as SSO token, owner email address...
Scheduled
Action
- Agendize
Retrieves Scheduling Widget URL, iframe & popin integrations from a Client Account
Scheduled
Action
- Agendize
Books an appointment
Scheduled
Action
- Agendize
Sends an email-marketing from a template defined in your account.
Scheduled
Action
- Agendize
Finds a Client in CRM
Scheduled
Action
- Agendize
Finds a Freeslot
Scheduled
Action
- Agendize
Gets Client in CRM
Scheduled
Action
- Agendize
Finds a Client in CRM
Scheduled
Action
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