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Create Salesforce tasks from new appointments in Appointy

  1. When this happensStep 1: New Appointment

  2. Then do thisStep 2: Create Task

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

How this Appointy-Salesforce integration works

  1. A new appointment is created in Appointy
  2. The new appointment data is added to Salesforce as a new task through Zapier

What You Need

  • Appointy
  • Salesforce
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Connect Appointy + Salesforce in Minutes

It's easy to connect Appointy + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantAppointment Cancelled

Triggers when an appointment is cancelled.

InstantAppointment Changed

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

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

InstantNew Appointment

Triggers when an appointment is created.

InstantNew Customer

Triggers when a new customer is created.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

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