What you can automate

When new Appointment in Agendize, create meeting, then create call in Salesflare.

When new Client in CRM in Agendize, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Company in Agendize, find or create account in Salesflare.

When new or Updated Client in Agendize, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Form Response in Agendize, find or create contact in Salesflare.

When updated Client Account in Agendize, find or create account, then find or create contact, then add contact to account in Salesflare.

About Agendize

Agendize is a customer engagement platform that offers easy appointment booking, contact management, live chat and call-tracking.

Agendize operations on Zapier

Start a workflow when this happens

New Appointment — Triggers when a new appointment is made for a specific company.
New Call — Triggers when a new call is made from Agendize tools.
New Client in CRM — Triggers when a new client is created.
New Company — Triggers when a new company is created.
New Form Response — Triggers when a new form response is submitted for a custom form.

Show 4 more triggers

New Staff — Triggers when a new staff is created.
New or Updated Client — Immediately triggers when a new client is created
Updated Appointment — Triggers when an appointment status is updated (eg: accepted, no show, completed, cancelled)
Updated Client Account — Triggers when a new client account is created or updated in your reseller console

Things Salesflare can make it do

Add Note for CRM Client — Adds a new note to a CRM Client
Change Client Account Password — Changes the Password of the Client Account Owner
Create & Pre-Configure Client Account — Creates and configure a new Client account in your reseller console, so that your Client gets a pre-configured account
Create CRM Client — Creates a Client entry in your CRM
Create Company — Create a company for a specific account. Set the important settings needed to start using the firm.

Show 9 more actions

Create New Client Account — Creates a new Client account in your reseller console, so that your Client can configure it
Create Service — Creates a new service for appointment scheduling.
Create Staff — Staff to be created for a scheduling company
Find of create Client in CRM — Finds a Client in CRM
Get Client Account Details — Get account details such as SSO token, owner email address...
Get Client Account Scheduling Widget Details — Retrieves Scheduling Widget URL, iframe & popin integrations from a Client Account
Schedule an Appointment — Books an appointment
Send Email-Marketing — Sends an email-marketing from a template defined in your account.
Upgrade or Downgrade Client Account — Changes the Profile ID associated with a Client Account

Look up existing records

Agendize and Salesflare