Autotask + Bookafy
Add new Bookafy customers to Autotask as contacts
Manage various different functionalities in one place like service desk, CRM, projects, time and expense, billing and more. Autotask provides an IT business management solution for you to grab that features. This Zapier automation adds new Bookafy customers to Autotask contacts.
Manage various different functionalities in one place like service desk, CRM, projects, time and expense, billing and more. Autotask provides an IT business management solution for you to grab that features. This Zapier automation adds new Bookafy customers to Autotask contacts.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Contact
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
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Include Blocker Appointments?Required
Staff User
Try ItNew Customer
Triggers when a new customer is added.
Try ItTitleRequired
DescriptionRequired
ServiceRequired
Staff UserRequired
Appointment Start TimeRequired
Appointment End TimeRequired
Is Blocker Appointment?Required
Customer NameRequired
Email
Phone
Address
City
State
Zip Code
Help Text
Try It
