Create or update Keap contacts when new appointments are scheduled in Apptoto
This workflow begins as soon as you schedule an appointment in Apptoto. It simplifies your contact management by creating or updating the relevant contact details in your Keap account. This efficient automation ensures your contact information is always up-to-date, saving you the time and effort of manual data entry between the two platforms. Enhance your productivity by smoothly transitioning valuable data from Apptoto to Keap.
This workflow begins as soon as you schedule an appointment in Apptoto. It simplifies your contact management by creating or updating the relevant contact details in your Keap account. This efficient automation ensures your contact information is always up-to-date, saving you the time and effort of manual data entry between the two platforms. Enhance your productivity by smoothly transitioning valuable data from Apptoto to Keap.
- When this happens...Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Try ItMessage Sent
Triggers when a message is sent in Apptoto
Try ItParticipant Check-In State Changed
Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)
Try ItPayment Processed
Triggers when a payment charged or captured via Apptoto
Try It
Message Received
Triggers when a message is received in Apptoto
Try ItParticipant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Try ItParticipant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Try ItPayment Refunded
Triggers when a payment is refunded via Apptoto
Try It