RAYNET CRM + YouCanBookMe

Create new RAYNET CRM contacts from new YouCanBookMe booking notifications

Keep your client information up-to-date and well-organized with this efficient workflow. As soon as a booking notification occurs in YouCanBookMe, this automation will ensure a new contact is created within your RAYNET CRM account. This will not only save you precious time spent on manual data entry but will also help you enhance your customer relationship management strategy. Stay on top of your bookings and cultivate deeper client interactions with this time-efficient workflow.

Keep your client information up-to-date and well-organized with this efficient workflow. As soon as a booking notification occurs in YouCanBookMe, this automation will ensure a new contact is created within your RAYNET CRM account. This will not only save you precious time spent on manual data entry but will also help you enhance your customer relationship management strategy. Stay on top of your bookings and cultivate deeper client interactions with this time-efficient workflow.

  1. When this happens...
    YouCanBookMeYouCanBookMe
    Booking Notifications

    Triggers when changes happen on a booking

    TriggerInstant
  2. automatically do this!
    RAYNET CRMRAYNET CRM
    New Contact - Account

    Creating new Account with addresses.

    ActionWrite
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Supported triggers and actions

    • Subscription LevelRequired

    • Subscription Resource IdsRequired

    • Notification typesRequired

    Trigger
    Instant
    Try It
    • idRequired

    • Name

    • Rating

    • Status

    • Relation

    • Individual person

    • Last name of individual

    • First name of individual

    • Title before the name of the individual

    • Title after the name of the individual

    • Salutation

    • Security Level

    • companyClassification1

    • companyClassification2

    • companyClassification3

    • Owner

    • Category

    • Contact source

    • Employees number

    • Legal form

    • Payment term

    • Turnover

    • Economy activity

    • ID no.

    • Tax ID no.

    • VAT ID no. For Slovak accounts

    • Bank account

    • Data box

    • Reference number

    • VAT payer

    • Birthday/Anniversary

    • Facebook

    • Google+

    • Twitter

    • Linkedin

    • Pinterest

    • Instagram

    • Skype

    • Youtube

    • Note to account

    Action
    Write
    • IdRequired

    • Title before

    • Name

    • Last name

    • Title after

    • Security Level

    • Owner

    • Category

    • Classification 1

    • Classification 2

    • Classification 3

    • Salutation

    • Birthday

    • Language

    • Marital Status

    • Gender

    • Email

    • Email 2

    • Phone 1

    • Phone type 1

    • Phone 2

    • Phone type 2

    • WWW

    • Fax

    • Other contact

    • Facebook

    • Google+

    • Twitter

    • Linkedin

    • Pinterest

    • Instagram

    • Skype

    • Youtube

    • Street

    • City

    • Region

    • ZIP code

    • Country code

    • Note to contact.

    • Key Person

    Action
    Write
    • SubjectRequired

    • Security Level

    • Owner

    • AccountRequired

    • Contact

    • Project

    • Final Price

    • Estimated costs

    • Probability

    • Open from

    • Note

    • Currency

    • Exchange rate

    • Category

    • Source

    • Business Case Classification 1

    • Business Case Classification 2

    • Business Case Classification 3

    • Business Case Phase

    • Tags

    Action
    Write
  • RAYNET CRM triggers, actions, and search

    Notifications About Changes.

    Triggers when record is added/changed/deleted.

    Trigger
    Instant
    Try It
    • NameRequired

    • RatingRequired

    • StatusRequired

    • RelationRequired

    • Individual person

    • Last name of individual

    • First name of individual

    • Title before the name of the individual

    • Title after the name of the individual

    • Salutation

    • Security Level

    • Tags

    • Address name

    • Street

    • City

    • Region

    • ZIP code

    • Country code

    • Latitude

    • Longitude

    • Territory

    • Email

    • Email 2

    • Phone 1

    • Phone type 1

    • Phone 2

    • Phone type 2

    • WWW

    • Fax

    • Other contact

    • Classification 1

    • Classification 2

    • Classification 3

    • Owner

    • Category

    • Contact source

    • Employees number

    • Legal form

    • Payment term

    • Turnover

    • Economy activity

    • ID no.

    • Tax ID no.

    • VAT ID no. For Slovak accounts

    • Bank account

    • Data box

    • Reference number

    • VAT payer

    • Birthday/Anniversary

    • Facebook

    • Google+

    • Twitter

    • Linkedin

    • Pinterest

    • Instagram

    • Skype

    • Youtube

    • Note to account.

    Action
    Write
    • IdRequired

    • Name

    • Business Case Phase

    • Security Level

    • Owner

    • Account

    • Contact

    • Project

    • Final Price

    • Estimated costs

    • Probability

    • Open from

    • Closed

    • Note

    • Currency

    • Exchange rate

    • Category

    • Source

    • Business Case Classification 1

    • Business Case Classification 2

    • Business Case Classification 3

    • Tags

    • Id

    • Name

    • Product code

    • Price list

    • Selling price

    • Tax rate

    • Quantity

    • Unit

    • Discount [%]

    • Note

    Action
    Write
    • IdRequired

    • File UUID

    • File name

    • File type

    • File size in bytes

    • Link

    • Link name

    • Status

    • Security Level

    • Category

    • Template

    • Valid from

    • Valid until

    • Location

    Action
    Write
raynet-crm logo
raynet-crm logo

About RAYNET CRM

RAYNET CRM is an online software that helps salespeople and managers record business easily.

Related categories

  • CRM (Customer Relationship Management)
youcanbookme logo
youcanbookme logo

About YouCanBookMe

Take bookings online. YouCanBookMe links to your calendar to allow your customers to book your services via the web.
Learn more

Related categories

  • Scheduling & Booking

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