Agile CRM + Bookafy

Agile CRM + Bookafy integrations

Create Agile CRM events from new Bookafy appointments

Effortlessly manage your schedule by having new appointments in Bookafy create events in Agile CRM. With this workflow, each time a new appointment is booked through Bookafy, an event will be added in Agile CRM, ensuring your calendar stays up-to-date and organized. Spend less time manually transferring data and focus on providing excellent service to your clients.

When this happens...
New AppointmentTriggers when a new appointment is added.
TriggerPolling
automatically do this!
Add EventCreate event an event in Agile CRM.
ActionWrite

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More things you can do with Bookafy and Agile CRM

Discover other triggers and actions you can use with Bookafy and Agile CRM

- Include Blocker Appointments?
  Required
- Staff User
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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- 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
- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket Filter
  Required
Trigger
Polling
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- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

New Appointment Type
Triggers when a new appointment type is added.
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
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- Name
  Required
- Email
  Required
- Phone
- State
- Address
- City
- Zip Code
- Notes
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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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

Related Zap Templates

Add Agile CRM contacts for new Bookafy customers

Related Zap Templates

Add Agile CRM contacts for new Bookafy customers