Agendize Integrations
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Shopify
eCommerce, Premium
Gmail
Email, Google
Zoho CRM
CRM (Customer Relationship Management), Premium, Zoho
SugarCRM 6.2-5
CRM (Customer Relationship Management), Premium
ActiveCampaign
Marketing Automation
Google Tasks
Google, Task Management
Campaign Monitor
Email Newsletters
Microsoft Office 365
Email, Microsoft
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft, Premium
HubSpot
Marketing Automation
Google Forms
Forms & Surveys, Google
Google Contacts
Contact Management, Google
QuickBooks Online
Accounting, Premium
Google Sheets
Google, Spreadsheets
Slack
Team Chat
Google Calendar
Calendar, Google
Mailchimp
Email Newsletters
Trello
Project ManagementFacebook Lead Ads
Ads & Conversion, Facebook, PremiumAirtable
DatabasesYouTube
Google, Video & AudioSalesforce
CRM (Customer Relationship Management), PremiumAsana
Project ManagementAcuity Scheduling
Scheduling & BookingZoom
Video ConferencingTwilio
Phone & SMSSendinblue
Email NewslettersSurveyMonkey
Forms & SurveysClickSend SMS
Phone & SMSMicrosoft Teams
Microsoft, Team ChatManyChat
Social Media MarketingAWeber
Email NewslettersRingCentral
Phone & SMSPushover
NotificationsMailjet
Email NewslettersSendGrid
Transactional EmailMeisterTask
Project ManagementPostgreSQL
Databases, PremiumPardot
Marketing Automation, PremiumRedtail CRM
CRM (Customer Relationship Management)Bitly
URL ShortenerCapsule CRM
CRM (Customer Relationship Management)ServiceM8
Scheduling & BookingSellsy
CRM (Customer Relationship Management)Onfleet
Product ManagementWebex
Team ChatHandwrytten
Customer AppreciationZoho Invoice
Proposal & Invoice Management, ZohoSMSFactor
Phone & SMSSarbacane
Email NewslettersJVZoo
Marketing AutomationConvergeHub
CRM (Customer Relationship Management)join.me
Video ConferencingPayFacile
Beta, Payment ProcessingReward Sciences
Developer ToolsactiTIME
Beta, Time Tracking SoftwareWaitwhile
Beta, Scheduling & BookingAcademyOcean
Beta, Online CoursesKeap Max Classic
Marketing Automation, PremiumSuperSaaS
Scheduling & BookingPopular ways to use Agendize workflows
Create Trello cards from new Agendize appointments
Create Trello cards from new Agendize appointmentsLog new Agendize appointments as Reward Science activities
Log new Agendize appointments as Reward Science activities
- 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 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
- Updated AppointmentTriggers when an appointment status is updated (eg: no show, completed, cancelled)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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