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How Zapier works
Zapier makes it easy to integrate Agendize with Salesmsg - no code necessary. See how you can get setup in minutes.
Select a trigger from Agendize
Setup an action from Salesmsg
That’s it! You just connected Agendize to Salesmsg
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The average user takes less than 6 minutes to set up a Zap
Connect Agendize and Salesmsg 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.
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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 Client in CRM
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Client statusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company IDRequired
- Filtered statusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Account IDRequired
- Profile IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Note contentRequired
- Contacted by the client
- Note author
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Company nameRequired
- Service Price
- Service DurationRequired
- Service capacity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company nameRequired
- Business category
- Phone number
- URL
- Monday - Opening
- Monday - Closing
- Tuesday - Opening
- Tuesday - Closing
- Wednesday - Opening
- Wednesday - Closing
- Thursday - Opening
- Thursday - Closing
- Friday - Opening
- Friday - Closing
- Saturday - Opening
- Saturday - Closing
- Sunday - Opening
- Sunday - Closing
- Street
- Zip code
- City
- State
- Country
- TimezoneRequired
- CurrencyRequired
- Scheduled items
- Service name
- Service duration
- Staff first name
- Staff last name
- Staff email address
- Staff name format
- Free slots interval time
- Minimum appointment date
- Maximum appointment date
- Appointment validationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Service IDRequired
- Client IDRequired
- Start date & timeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Contact Opted-Out
Triggers when a contact has opted-out.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Phone Number or Email AddressRequired
- Tag NamesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Number of slotsRequired
- First name
- Last Name
- Email address / loginRequired
- Tag NamesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Number of slotsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send FromRequired
- Number of slotsRequired
- Media URL (MMS Message)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Phone Number or Email AddressRequired
- Tag NamesRequired
- Unsubscribe from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Phone Number or Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone Number or Email AddressRequired
- Number of slotsRequired
- First name
- Last Name
- Email address / loginRequired
- Tag NamesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Call
Triggers when a new call is made from Agendize tools.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Account IDRequired
- New PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email address / loginRequired
- Owner first name
- Owner last name
- Profile IDRequired
- Account name
- Account languageRequired
- CurrencyRequired
- TimezoneRequired
- Company nameRequired
- Business category
- Phone number
- URL
- Monday - Opening
- Monday - Closing
- Tuesday - Opening
- Tuesday - Closing
- Wednesday - Opening
- Wednesday - Closing
- Thursday - Opening
- Thursday - Closing
- Friday - Opening
- Friday - Closing
- Saturday - Opening
- Saturday - Closing
- Sunday - Opening
- Sunday - Closing
- Street
- Zip code
- City
- State
- Country
- Scheduled items
- Service name
- Service duration
- Staff first name
- Staff last name
- Staff email address
- Staff name format
- Free slots interval time
- Minimum appointment date
- Maximum appointment date
- Appointment validationRequired
- Client Partner ID
- Client TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner last name
- Owner first name
- Title
- Phone number
- Email address
- Company
- Job title
- Birth Date
- Street number & name
- Zip code
- City
- State
- Country
- TagRequired
- External ID
- Marketing consent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Owner first name
- Owner last name
- Email address / loginRequired
- Phone number
- Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email address / loginRequired
- Owner first name
- Owner last name
- Profile IDRequired
- Account name
- Account languageRequired
- CurrencyRequired
- TimezoneRequired
- Client Partner ID
- Client TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Button Image URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email-marketing templateRequired
- Client IDRequired
- Reply-to email address
- Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Service IDRequired
- Company IDRequired
- Number of slotsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SearchRequired
- Owner last name
- Owner first name
- Title
- Phone number
- Email address
- Company
- Job title
- Birth Date
- Street number & name
- Zip code
- City
- State
- Country
- TagRequired
- External ID
- Marketing consent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when a contact has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Number of slotsRequired
- Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send FromRequired
- Send ToRequired
- MessageRequired
- Media URL (MMS Message)
- Tag NamesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Phone Number or Email AddressRequired
- Tag NamesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send FromRequired
- Number of slotsRequired
- MessageRequired
- Media URL (MMS Message)
- First name
- Last Name
- Email address / loginRequired
- Tag NamesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Phone Number or Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app