Bookafy integration with Salesforce
How to Create new Bookafy customers in Salesforce as leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new Bookafy customers in Salesforce as leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Bookafy integrations
Bookafy actions
Nekton can use any feature that is available in Bookafy API.
Using our advanced AI, you can easily create custom automations for Bookafy.
Here are some typical actions you can do in your automated workflows.
Create Appointment
Creates a new appointment.
Create Customer
Creates a new customer.
New Appointment
Triggers when a new appointment is added.
New Customer
Triggers when a new customer is added.
New Appointment Type
Triggers when a new appointment type is added.
New User
Triggers when a new user is added.
About Bookafy
Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.