Bookafy + Wealthbox CRM

Bookafy + Wealthbox CRM integrations

Create Wealthbox CRM events from new Bookafy appointments

Keep your workflow smooth and efficient with this automation that streamlines your appointment scheduling process. Whenever a new appointment is scheduled in Bookafy, an event will be simultaneously created in Wealthbox CRM. This results in a streamlined process that seamlessly integrates your scheduling with your CRM, saving you time and reducing the chance of scheduling conflicts. Efficient and straightforward, this workflow ensures you stay on top of your appointments.

When this happens...
New AppointmentTriggers when a new appointment is added.
TriggerPolling
automatically do this!
Create EventCreates a new event.
ActionWrite

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More things you can do with Bookafy and Wealthbox CRM

Discover other triggers and actions you can use with Bookafy and Wealthbox CRM

- Include Blocker Appointments?
  Required
- Staff User
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
- Title
  Required
- Description
  Required
- Service
  Required
- Staff User
  Required
- Appointment Start Time
  Required
- Appointment End Time
  Required
- Is Blocker Appointment?
  Required
- Customer Name
  Required
- Email
- Phone
- Address
- City
- State
- Zip Code
Action
Write
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It

New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

New Appointment Type
Triggers when a new appointment type is added.
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
Try It
- Name
  Required
- Email
  Required
- Phone
- State
- Address
- City
- Zip Code
- Notes
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

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Related categories

Scheduling & Booking

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create new Bookafy customers to Wealthbox CRM as contacts

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Create new Bookafy customers to Wealthbox CRM as contacts