Automate Agendize features with third-party services through Zapier 

In Settings, section Mailing List & CRM of the backoffice, you can find ideas of zaps to plug external services (such as Hubspot, Trello or other online services...) with Agendize through Zapier: https://zapier.com/apps/agendize/integrations

With our Zapier integration, you can:

• trigger an action when following events occur:
  • a new appointment is booked;
  • a new client is created in CRM;
  • a new form response is submitted;
  • a new phone call is placed;
  • an appointment status is updated (eg: No show, Completed, Pending).
• do the following actions:
  • create an appointment;
  • create a new client in your CRM;
  • add a note to a client in your CRM;
  • send an email-marketing based on an existing template;
  • create a new location in your account, and pre-configure based on your presets;
  • provision a new client account through your reseller console your reseller console, and pre-configure it ;
  • retrieve the scheduling widget URL and the HTML/JS snippet for the popin integration (including a HTML-protected output so that you can include it in an email);
  • create a new staff in your account;
  • create a new service in your account.

Possible use cases

Here is an example of a workflow that helps you automate demo account creation in your reseller console after each free trial request submitted in an online form:

Other examples

Here are a few other examples of what you could do:

• send a welcome email to each new client booking an appointment;
• create a new trial account in your reseller console for a prospect added to a specific list in your Hubspot CRM;add a new client to your Hubspot account;
• send a notification to Google Chat or Slack for each new form response being submitted;
• ...