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.
Similar apps
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