

Integrate Simply Schedule Appointments with Agile CRM
Send information between Simply Schedule Appointments and Agile CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Simply Schedule Appointments and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Appointment customer information updated
Triggers when the information of a customer is updated in an appointment

Appointment pending
Triggers when an appointment is marked as pending

Appointment rescheduled
Triggers when an appointment is rescheduled

Appointment updated
Triggers when an appointment is updated

Appointment abandoned
Triggers when an appointment is marked as abandoned

Appointment booked
Triggers when an appointment is booked

Appointment canceled
Triggers when an appointment is canceled

New Task
Triggers when a new task is created

New Ticket
Triggers when a new ticket is created

New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks

Fetch appointment
Fetches the details of an existing appointment

Add note to contact
Adds a note to an existing contact

Create Deal
Creates a new deal

Create Task
Creates a task for the selected contact

Create Ticket
Creates a new ticket

Create Event
Creates a new event

Add note to deal
Adds a note to an existing deal

Create Company
Creates a new company

Create Contact
Creates a new contact

Update Company
Updates the details of an existing Company based on company ID

Update Task
Updates the details of an existing Task based on task ID
What is Simply Schedule Appointments?
Simply Schedule Appointments is a scheduling WordPress plugin that can help businesses manage scheduling availability and appointment bookings on their WordPress side.
Similar apps
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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