YouCanBook.Me

YouCanBook.Me + Wealthbox CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect YouCanBook.Me and Wealthbox CRM, with as many as 37 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect YouCanBook.Me + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Booking

Fires every time someone makes a booking with you through YouCanBook.Me

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.

Updated (Cancelled) Booking

Fires when you or your user cancels the booking through our system

Create Contact

Creates a new contact.

Updated (Rescheduled) Booking

Fires whenever a booking is rescheduled through our system

Create Event

Creates a new event.

New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Event

Triggers when a new event is created.

Create Project

Creates a new project.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Take bookings online. YouCanBook.me links to your calendar to allow your customers to book your services via the web.

Learn More

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

See Wealthbox CRM Integrations