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;
- ...