Connect Bookafy to Zoho CRM and automate any workflow
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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.
- Include Blocker Appointments?Required
- Staff User
Try It- New Customer
Triggers when a new customer is added.
Try It - TitleRequired
- DescriptionRequired
- ServiceRequired
- Staff User
- Appointment Start TimeRequired
- Appointment End TimeRequired
- Is Blocker Appointment?Required
- Customer NameRequired
- Email
- Phone
- Address
- City
- State
- Zip Code
- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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- New Appointment Type
Triggers when a new appointment type is added.
Try It - New User
Triggers when a new user is added.
Try It - Customer NameRequired
- Email
- Phone
- State
- Address
- City
- Zip Code
- Notes
- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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