Create integrations between Agendize and Kobana (previously Boleto Simples) to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Agendize and Kobana (previously Boleto Simples) to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Client in CRM
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planClient statusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company IDRequired
Filtered statusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccount IDRequired
Profile IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Note contentRequired
Contacted by the client
Note author
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Service NameRequired
Service Price
Service DurationRequired
Service capacity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company nameRequired
Business category
Phone number
URL
Monday - Opening
Monday - Closing
Tuesday - Opening
Tuesday - Closing
Wednesday - Opening
Wednesday - Closing
Thursday - Opening
Thursday - Closing
Friday - Opening
Friday - Closing
Saturday - Opening
Saturday - Closing
Sunday - Opening
Sunday - Closing
Street
Zip code
City
State
Country
TimezoneRequired
CurrencyRequired
Scheduled items
Service name
Service duration
Staff first name
Staff last name
Staff email address
Staff name format
Free slots interval time
Minimum appointment date
Maximum appointment date
Appointment validationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account identifierRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service IDRequired
Client IDRequired
Start date & timeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPagamento De Boleto Criado (bank_billet_payment.created)
Evento disparado quando um pagamento de boleto é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pagamento De Boleto Atualizado (bank_billet_payment.updated)
Evento disparado quando um pagamento de boleto é atualizado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Criado (bank_billet.created)
Evento disparado quando um boleto é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Vencido (bank_billet.overdue)
Evento disparado quando um boleto fica vencido.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Registrado (bank_billet.registered)
Evento disparado quando um boleto é registrado no banco.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Atualizado (bank_billet.updated)
Evento disparado quando os dados de um boleto são atualizados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Excluída (customer_subscription.deleted)
Evento disparado quando uma assinatura é excluída.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Criado (customer.created)
Evento disparado quando um cliente é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Atualizado (customer.updated)
Evento disparado quando os dados de um cliente são atualizados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Retorno Processado (discharge.processed)
Evento disparado quando um arquivo cnab de retorno é processado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carnê Excluído (installment.deleted)
Evento disparado quando um carnê é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parcelas Do Carnê Criadas (installment.processed)
Evento disparado quando todas as parcelas de um carnê foram criadas.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Baixado (remittance.downloaded)
Evento disparado quando o download de um arquivo cnab de remessa é realizado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Enviado (remittance.sent)
Evento disparado quando um arquivo cnab de remessa é enviado para o banco (somente quando a carteira de cobrança está com a VAN ativada).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ID do BoletoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NomeRequired
CNPJ/CPFRequired
Apelido/Nome Fantasia
Pessoa de Contato
E-mail
E-mail opcional
Nunca enviar e-mail para este cliente. Se marcado como true, o cliente não receberá e-mails automáticos.
Telefone
DDD do Celular
Número do Celular
CEPRequired
EndereçoRequired
N⁰ do Endereço
Complemento
BairroRequired
EstadoRequired
CidadeRequired
Endereço para arquivo remessa
Observações
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Arquivo CNAB (.ret)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
ID do Boleto
Carteira de Cobrança
Data de Pagamento (De)
Data de Pagamento (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Call
Triggers when a new call is made from Agendize tools.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccount IDRequired
New PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email address / loginRequired
Owner first name
Owner last name
Profile ID
Account name
Account languageRequired
CurrencyRequired
TimezoneRequired
Company nameRequired
Business category
Phone number
URL
Monday - Opening
Monday - Closing
Tuesday - Opening
Tuesday - Closing
Wednesday - Opening
Wednesday - Closing
Thursday - Opening
Thursday - Closing
Friday - Opening
Friday - Closing
Saturday - Opening
Saturday - Closing
Sunday - Opening
Sunday - Closing
Street
Zip code
City
State
Country
Scheduled items
Service name
Service duration
Staff first name
Staff last name
Staff email address
Staff name format
Free slots interval time
Minimum appointment date
Maximum appointment date
Appointment validationRequired
Client Partner ID
Client TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last nameRequired
First name
Title
Phone number
Email address
Company
Job title
Birth Date
Street number & name
Zip code
City
State
Country
TagRequired
External ID
Marketing consent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Firstname
LastnameRequired
Email
Phone number
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email address / loginRequired
Owner first name
Owner last name
Profile ID
Account name
Account languageRequired
CurrencyRequired
TimezoneRequired
Client Partner ID
Client TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Button Image URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email-marketing templateRequired
Recipient client IDRequired
Reply-to email address
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Service ID
Company IDRequired
Number of slotsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
Last nameRequired
First name
Title
Phone number
Email address
Company
Job title
Birth Date
Street number & name
Zip code
City
State
Country
TagRequired
External ID
Marketing consent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPagamento De Boleto Excluído (bank_billet_payment.created)
Evento disparado quando um pagamento de boleto é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Cancelado (bank_billet.canceled)
Evento disparado quando um boleto é cancelado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PDF Do Boleto Gerado (bank_billet.generated)
Evento disparado quando o PDF do boleto é gerado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Pago (bank_billet.paid)
Evento disparado quando um boleto é pago.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Rejeitado (bank_billet.rejected)
Evento disparado quando um boleto é rejeitado pelo banco.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Criada (customer_subscription.created)
Evento disparado quando uma assinatura é criada.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Atualizada (customer_subscription.updated)
Evento disparado quando uma assinatura é atualizada.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Excluído (customer.deleted)
Evento disparado quando um cliente é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Retorno Criado (discharge.created)
Evento disparado quando um arquivo cnab de retorno é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carnê Criado (installment.created)
Evento disparado quando um carnê é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PDF Das Parcelas Do Carnê Gerados (installment.generated)
Evento disparado quando os PDFs de todas as parcelas de um carnê foram gerados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Criado (remittance.created)
Evento disparado quando um arquivo cnab de remessa é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Processado (remittance.processed)
Evento disparado quando um arquivo cnab de remessa é processado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carteira de Cobrança
Quantia - R$Required
Data de VencimentoRequired
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
E-mail opcional
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID do BoletoRequired
Valor Pago - R$Required
Data do PagamentoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
Quantia - R$Required
Ciclo
Data da Primeira Cobrança
Antecedência (em dias)
Data da Última Cobrança
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
Quantia - R$Required
Ciclo
Data da Primeira Cobrança
ParcelasRequired
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Nosso Número (our_number)
Nosso Número com DV limpo (processed_our_number_raw)
Carteira de Cobrança
Situação
CNPJ/CPF do Cliente
Data de Vencimento (De)
Data de Vencimento (Até)
Data de Pagamento (De)
Data de Pagamento (Até)
Data do Registro (De)
Data do Registro (Até)
Data de Criação (De)
Data de Criação (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Carteira de Cobrança
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Carteira de Cobrança
Código do Registro (our_code)
Data de Vencimento (De)
Data de Vencimento (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your app