Bookafy + Simpro
Create service jobs in Simpro for new appointments in Bookafy
Effortlessly streamline your operations with this workflow. Whenever a new appointment is scheduled in Bookafy, it helps in creating a service job in Simpro. This efficient automation supports a seamless connection between your appointment scheduling and job management, ensuring smooth execution of services and enhanced productivity.
Effortlessly streamline your operations with this workflow. Whenever a new appointment is scheduled in Bookafy, it helps in creating a service job in Simpro. This efficient automation supports a seamless connection between your appointment scheduling and job management, ensuring smooth execution of services and enhanced productivity.
- When this happens...New Appointment
Triggers when a new appointment is added.
- automatically do this!Create Service Job
This is a hidden trigger, and is used in a Dynamic Dropdown within this app
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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
New Company Customer
Triggers when a company customer is created.
Try It