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How Zapier works
Zapier makes it easy to integrate Bookly with Microsoft Teams - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Bookly.
Add your action
An action happens after the trigger—such as "Create Channel" in Microsoft Teams.
You’re connected!
Zapier seamlessly connects Bookly and Microsoft Teams, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New or Updated Appointment
Triggers when a new appointment is created or modified.
Try ItTriggerPolling - TeamRequired
Try ItTriggerPolling- ChatRequired
- Exclude messages by you?
Try ItTriggerPolling
- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - Updated Appointment
Triggers when an appointment is modified.
Try ItTriggerPolling - TeamRequired
- ChannelRequired
- Member
- Highlight Word
Try ItTriggerPolling- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling
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Frequently Asked Questions about Bookly + Microsoft Teams integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bookly and Microsoft Teams
What is Bookly integration with Microsoft Teams?
The Bookly integration with Microsoft Teams allows you to connect your appointment scheduling software, Bookly, with Microsoft's collaboration platform, Teams. This can automate and streamline tasks such as sending notifications or creating meeting reminders whenever a new booking is made.
How do I set up triggers for Bookly in Microsoft Teams?
To set up triggers for Bookly in Microsoft Teams, you'll need to create a connection between both platforms. Once connected, you can define specific events in Bookly—such as a new appointment booking or cancellation—that will automatically send notifications or update tasks in Microsoft Teams.
Can I customize notifications from Bookly to appear in specific Microsoft Teams channels?
Yes, you can customize where notifications triggered by actions in Bookly are sent within Microsoft Teams. You just need to configure the action settings so that every time a specified trigger occurs, the notification appears in your desired channel.
Do I need special permissions to integrate Bookly with Microsoft Teams?
Yes, generally you will require administrative privileges on both the Bookly and Microsoft Teams platforms to set up the integration. The permissions ensure secure access and enable operation of automated workflows between the two systems.
What types of actions can be automated with this integration?
With Bookly's integration to Microsoft Teams, you can automate actions such as sending reminders for upcoming bookings, alerting team members about schedule changes, or even updating task lists based on appointments booked through Bookly.
Is it possible to modify bookings directly within Microsoft Teams through this integration?
Currently, modifying bookings directly within Microsoft Teams via this integration isn't supported. You would manage bookings through the Bookly interface itself while utilizing Teams for communication and notification purposes.
How does data synchronization work between Bookly and Microsoft Teams?
Data synchronization involves setting up triggers where activities in one platform reflect in another. When a specified event happens in Bookly, details like appointment timing might sync as calendar entries or alerts within your connected Microsoft Teams environment.