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How Zapier works
Zapier makes it easy to integrate NeetoCal with Wealthbox CRM - 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 "Booking Ended" from NeetoCal.
Add your action
An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.
You’re connected!
Zapier seamlessly connects NeetoCal and Wealthbox CRM, 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.
- Booking Ended
Triggers when a meeting has ended
Try ItTriggerInstant - New Booking
Triggers when a new booking is created.
Try ItTriggerInstant - Reschedule Booking
Triggers when a booking is rescheduled.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant
- Cancel Booking
Triggers when a booking is cancelled by a customer.
Try ItTriggerInstant - No Show Booking
Triggers when the meeting outcome is a no show.
Try ItTriggerInstant - New Comment
Triggers when a new comment is created.
Try ItTriggerInstant - Contact Updated
Triggers when an existing contact is updated.
Try ItTriggerInstant
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