Appointedd + Salesforce
Create records in Salesforce when new cancelled bookings with customer details are logged in Appointedd
Keep your sales pipeline updated with this automation. Once set up, this workflow kicks into action when a booking is cancelled in Appointedd, ensuing in creating a new record with customer details in Salesforce. This allows you to maintain an accurate database, save time on manual data entry, and focus more on engaging with your customers.
Keep your sales pipeline updated with this automation. Once set up, this workflow kicks into action when a booking is cancelled in Appointedd, ensuing in creating a new record with customer details in Salesforce. This allows you to maintain an accurate database, save time on manual data entry, and focus more on engaging with your customers.
- When this happens...Cancelled Booking (With Customer Details)
Triggers when a customer cancels an existing single or group booking in one of your Appointedd organisations. This contains the details of the customer that cancelled and will not trigger if the cancelled booking was empty. If you only require the details of the cancelled booking or want to capture the cancellation of empty bookings use the "Cancelled Booking (Without Customer Details)" trigger.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Cancelled Booking (Without Customer Details)
Triggers when an existing single or entire group booking is cancelled in one of your Appointedd organisations. This does not trigger when a single customer cancels from an existing group booking and does not contain the details of the customer that cancelled on the booking. Use the "Cancelled Participant (With Customer Details)" trigger instead if you require this.
Try ItDeleted Customer
Triggers when an existing customer is deleted in one of your Appointedd organisations.
Try ItNew Customer
Triggers when a new customer is created in one of your Appointedd organisations.
Try ItUpdated Customer
Triggers when an existing customer is updated in your Appointedd organisation.
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Cancelled Booking (With Customer Details)
Triggers when a customer cancels an existing single or group booking in one of your Appointedd organisations. This contains the details of the customer that cancelled and will not trigger if the cancelled booking was empty. If you only require the details of the cancelled booking or want to capture the cancellation of empty bookings use the "Cancelled Booking (Without Customer Details)" trigger.
Try ItNew Booking (Without Customer Details)
Triggers when a new booking is created in one of your Appointedd organisations. This only contains the details of the booking but not the customer that created the booking which means it will trigger for empty bookings created internally. Use the "New Booking (With Customer Details)" trigger if you require the customer's details as well.
Try ItNew Booking (With Customer Details)
Triggers when a new customer books in to a new booking or an existing group booking in one of your Appointedd organisations. This contains the customer's details and will not trigger if an empty booking is created internally. If you only require the details of the new booking or want to capture new bookings that are empty use the "New Booking (Without Customer Details)" trigger.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
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