Bookafy + CompanyHub

Add contacts to CompanyHub from new Bookafy customers

Customize your front-end, write custom logic and create automated alerts and more without writing any code. Use CompanyHub as a main CRM and enhance your business. This Bookafy-CompanyHub automation creates contacts automatically to CompanyHub whenever a new customer is added on Bookafy.

When this happens...
New CustomerTriggers when a new customer is added.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Bookafy and CompanyHub

Discover other triggers and actions you can use with Bookafy and CompanyHub

- Include Blocker Appointments?
  Required
- Staff User
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
- Title
  Required
- Description
  Required
- Service
  Required
- Staff User
  Required
- Appointment Start Time
  Required
- Appointment End Time
  Required
- Is Blocker Appointment?
  Required
- Customer Name
  Required
- Email
- Phone
- Address
- City
- State
- Zip Code
Action
Write
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It

- Custom Table
  Required
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It

Create Company
Creates a new company.
Action
Write
Create Deal
Creates a new deal.
Action
Write
- Company
  Required
- Status
  Required
- Bill to Name
  Required
- Contact
- Tax
- Quote Date
- Deal
- Expires On
- Delivery Method
- Billing Street
- Billing City
- Billing State
- Billing Country
- Billing Postal Code
- Ship to Name
- Shipping Street
- Shipping City
- Shipping State
- Shipping Country
- Shipping Postal Code
- Discount Type
- Discount
- Product
  Required
- Price List
- Description
- Quantity
  Required
- List Price
- Price
- Net Unit Price
Action
Write
- Company
  Required
- Quote
- Deal
- Subject
  Required
- Status
  Required
- Bill to Name
  Required
- Issue Date
- Shipping Date
- Notes
- Billing Street
- Billing City
- Billing State
- Billing Country
- Billing Postal Code
- Ship to Name
- Shipping Street
- Shipping City
- Shipping Country
- Shipping Postal Code
- Shipping State
- Price List
- Quantity
  Required
- Product
  Required
- Price
- List Price
- Net Unit Price
- Description
Action
Write
- Table to Update
  Required
- Record
  Required
Action
Write
- Table Name
  Required
- Search Query
  Required
Action
Search or write

New Appointment Type
Triggers when a new appointment type is added.
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
Try It
- Name
  Required
- Email
  Required
- Phone
- State
- Address
- City
- Zip Code
- Notes
Action
Write
New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
New Quote
Triggers when a new quote is created.
Trigger
Polling
Try It
New Sales Order
Triggers when a new Sales Order is created.
Trigger
Polling
Try It
- Table
  Required
Trigger
Polling
Try It
Create Contact
Creates a new contact.
Action
Write
- Table
  Required
- Record
  Required
- Note
  Required
Action
Write
- Custom Table Name
  Required
Action
Write
- Task
  Required
- Category
  Required
- Task Description
- Who's Responsible?
  Required
- When Is It Due?
  Required
- Contact ID
- Status
  Required
Action
Write
- Table to Search In
  Required
- Search Query
  Required
Action
Search

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

HelpHelp

Related categories

Scheduling & Booking

About CompanyHub

CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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