Bookafy + Wealthbox CRM
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.
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 Appointment
Triggers when a new appointment is added.
- automatically do this!Create Event
Creates a new event.
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- 14 day trial for premium features & apps
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 Comment
Triggers when a new comment is created.
Try It
