How to connect Salesforce + YouCanBook.Me + Airtable
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Do even more with Salesforce + YouCanBook.Me + Airtable
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, YouCanBook.Me, and Airtable. And don’t forget that you can add more apps and actions to create complex workflows.
- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add File to RecordAdds an existing file to an existing Record.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- YouCanBook.Me
Fires when you or your user cancels the booking through our system
Instant
Trigger
- YouCanBook.Me
Fires every time someone makes a booking with you through YouCanBook.Me
Instant
Trigger
- YouCanBook.Me
Fires whenever a booking is rescheduled through our system
Instant
Trigger
- YouCanBook.Me
Issue a voucher or coupon for one of your profiles. Trigger this action with the correct code whenever you sell a booking voucher to someone. If you have set up vouchers in that profile's settings, the user will then be able to make a booking using it.
Scheduled
Action
- Airtable
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
Scheduled
Trigger
- Airtable
Triggers when a record is created or updated.
Scheduled
Trigger
- Airtable
Creates a new record with auto-populating fields.
Scheduled
Action
- Airtable
Creates up to 10 multiple new records with line item input
Scheduled
Action
- Airtable
Update the values of specific cells in an Airtable record.
Scheduled
Action
- Airtable
Finds multiple rows (10 max) using Airtable's search syntax. Returned as line items.
Scheduled
Action
- Airtable
Use simple field search or Airtable's powerful formula syntax to find a matching Airtable record. Learn more at
Scheduled
Action
- Airtable
Find or Create Record(s)
Scheduled
Action
- Airtable
Find or Create Record
Scheduled
Action
Connect your apps and automate workflows
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How Salesforce + YouCanBook.Me + Airtable Integrations Work
- Step 1: Authenticate Salesforce, YouCanBook.Me, and Airtable.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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