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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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/Update Lead" in Customerly.

You’re connected!

Zapier seamlessly connects Bookly and Customerly, 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.
Trigger
Polling
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New or Updated Appointment
Triggers when a new appointment is created or modified.
Trigger
Polling
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Lead Converted to User
Triggers when a lead has been converted to user.
Trigger
Instant
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New Tag on a User
Triggers when a user is tagged.
Trigger
Instant
Try It
Unsubscribe
Triggers when a user unsubscribes.
Trigger
Instant
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- Email
  Required
- User ID
- Tag
Action
Write

New Customer
Triggers when a new customer is created.
Trigger
Polling
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Updated Appointment
Triggers when an appointment is modified.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Email
  Required
- Full Name
- IP Address
- Attribute
- Tags
Action
Write
- User ID
- Email
  Required
- Full Name
- IP Address
- Attribute
- Tags
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Bookly and Customerly to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Bookly to Customerly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Bookly

Bookly is a free scheduling plugin for WordPress that allows accepting online bookings on your website. Join more than 40,000 businesses all around the world that have already automated their online booking system!

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Related categories

Scheduling & Booking

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.