Wealthbox CRM + YouCanBook.Me

Add new YouCanBook.Me bookings as events in WealthBox

Having a clear picture of the day ahead can help you be more productive, but flipping back and forth between calendars can waste your time. Use this Zapier integration to help you out. After you set it up, whenever a new booking is made via YouCanBook.Me, that event will be added to WealthBox, so you can have the day's events in one, easy-to-access place.

When this happens...
New Booking
Fires every time someone makes a booking with you through YouCanBook.Me
TriggerInstant
automatically do this!
Create Event
Creates a new event.
ActionWrite

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Supported triggers and actions

What does this mean?

Updated (Cancelled) Booking
Fires when you or your user cancels the booking through our system
Trigger
Instant
New Booking
Fires every time someone makes a booking with you through YouCanBook.Me
Trigger
Instant
Updated (Rescheduled) Booking
Fires whenever a booking is rescheduled through our system
Trigger
Instant
Create Voucher
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.
Action
Write
New Comment
Triggers when a new comment is created.
Trigger
Instant

New Contact
Triggers when a new contact is created.
Trigger
Instant
New Event
Triggers when a new event is created.
Trigger
Instant

New Note
Triggers when a new note is created.
Trigger
Instant

Wealthbox CRM
Triggers when a new opportunity is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new project is created.
Instant
Trigger
Wealthbox CRM
Triggers when a Task has been completed. Non-repeating tasks only.
Instant
Trigger
Wealthbox CRM
Triggers when a new task is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new workflow is created.
Instant
Trigger
Wealthbox CRM
Triggers when an existing workflow step is completed.
Instant
Trigger
Wealthbox CRM
Adds a new family member to a household.
Scheduled
Action
Wealthbox CRM
Creates a new contact.
Scheduled
Action
Wealthbox CRM
Creates a new event.
Scheduled
Action
Wealthbox CRM
Creates a new note.
Scheduled
Action
Wealthbox CRM
Creates a new opportunity.
Scheduled
Action
Wealthbox CRM
Creates a new project.
Scheduled
Action
Wealthbox CRM
Creates a new task.
Scheduled
Action
Wealthbox CRM
Creates a new household.
Scheduled
Action
Wealthbox CRM
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Scheduled
Action
Wealthbox CRM
Find a contact.
Scheduled
Action
Wealthbox CRM
Find or Create a Contact
Scheduled
Action