Integrate Simply Schedule Appointments with Wealthbox CRM
Send information between Simply Schedule Appointments and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Simply Schedule Appointments and Wealthbox 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 contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks
Fetch appointment
Fetches the details of an existing appointment
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
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 Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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Logic
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Custom functions
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Owain ap Rees
Sales Director, Artico
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