Bookafy + Mercury Connect

Add new Bookafy customers to Mercury Connect as people

Track people & opportunities, loan calculations, compare products and manage compliance. Use Mercury Connect to make this possible for you. This Zapier automation helps you to create new person automatically in Mercury Connect for every new Bookafy customers.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerScheduled
automatically do this!
Create Person
Creates a new person.
ActionWrite

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Supported triggers and actions

What does this mean?

- Include Blocker Appointments?Required
- Staff User
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Try It
- TitleRequired
- DescriptionRequired
- ServiceRequired
- Staff UserRequired
- Appointment Start TimeRequired
- Appointment End TimeRequired
- Is Blocker Appointment?Required
- Customer NameRequired
- Email
- Phone
- Address
- City
- State
- Zip Code
Action
Write
- Opportunity TypeRequired
Trigger
Instant
Try It
- Opportunity TypeRequired
Trigger
Instant
Try It

- Opportunity TypeRequired
Trigger
Instant
Try It
- Contact TypeRequired
Trigger
Instant
Try It

- Person IdRequired
- Title
- Email
- First Name
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Add to DMH
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Write
- Person IdRequired
- RelationshipRequired
- Opportunity IdRequired
Action
Write
- Name
- Email Address
Action
Search
- Name
- Email Address
- Virtual Branch
- Title
- EmailRequired
- First NameRequired
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Search or write
- Opportunity NameRequired
- Virtual Branch
- NameRequired
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Search or write

New Appointment Type
Triggers when a new appointment type is added.
Trigger
Scheduled
Try It
New User
Triggers when a new user is added.
Trigger
Scheduled
Try It
- NameRequired
- EmailRequired
- Phone
- State
- Address
- City
- Zip Code
- Notes
Action
Write
- Contact TypeRequired
Trigger
Instant
Try It
- Contact TypeRequired
Trigger
Instant
Try It
- Opportunity TypeRequired
Trigger
Instant
Try It
- Virtual Branch
- Title
- EmailRequired
- First NameRequired
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Write
- Virtual Branch
- NameRequired
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Write
- Opportunity IdRequired
- Name
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Origination Fee
- Doc Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Write
- Opportunity NameRequired
Action
Search
- Name
- Email Address
- Virtual Branch
- Title
- EmailRequired
- First NameRequired
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Search or write

About Bookafy

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

Related categories

Scheduling & Booking

About Mercury Connect

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Bookafy + Mercury Connect

Add new Bookafy customers to Mercury Connect as people

New Appointment

Staff User

New Customer

Create Appointment

TitleRequired

DescriptionRequired

ServiceRequired

Staff UserRequired

Appointment Start TimeRequired

Appointment End TimeRequired

Is Blocker Appointment?Required

Customer NameRequired

Email

Phone

Address

City

State

Zip Code

Deleted Opportunity

Opportunity TypeRequired

New Opportunity

Opportunity TypeRequired

Opportunity Status Updated

Opportunity TypeRequired

Updated Person

Contact TypeRequired

Update a Person

Person IdRequired

Title

Email

First Name

Last Name

Middle Name

Salutation

Gender

Date of Birth

Marital Satus

Home Phone

Mobile

Business Phone

Mailing Address?

Address Type

Address Format

Floor Number

Unit Number

Building Name

Street Number

Street Name or PO Box

Street Type

City

State

Postcode

Country

Address Effective From

Address Effective To

Housing Situation

Permanent Australian Resident

Status

Country of Residence

Employer Company

Occupation

Job Title

Employment Status

Employment Commenced

Annual Income

Drivers Licence Number

Drivers Licence Expiry

Drivers Licence State

Categories

No Email Marketing

Mark as Private

Email Bounced

Add to DMH

Relationship Manager

Type