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Appointy + Salesforce

Create Salesforce events from new appointments in Appointy

Do you use Salesforce to manage client meetings? With this Appointy-Salesforce integration, a new event will be created automatically in Salesforce whenever new appointments are added in Appointy.

Do you use Salesforce to manage client meetings? With this Appointy-Salesforce integration, a new event will be created automatically in Salesforce whenever new appointments are added in Appointy.

  1. When this happens...
    AppointyAppointy
    New Appointment

    Triggers when an appointment is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Appointy triggers, actions, and search

    Appointment Cancelled

    Triggers when an appointment is cancelled.

    Trigger
    Instant
    Try It
  • Appointy triggers, actions, and search

    Appointment Changed

    Triggers when an appointment is updated (Rescheduled, Staff changed, Duration changed).

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Mobile NumberRequired

    • EmailRequired

    • Timezone

    • Country

    • Region

    • City

    • Street Address

    • Zip Code

    • Home Phone

    • Work Phone

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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About Appointy

Appointy is an online scheduling system that automates booking, payments and reminders. It allows customers to view real time availability, book instantly, and pay easily for their next appointment, class or event.
Learn more

Related categories

  • Scheduling & Booking
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