Connect Appointo and PreciseFP

Both apps 32Appointo 14PreciseFP 18

• Trigger
  Canceled Booking

  Triggers when a booking is cancelled in Appointo.

• Trigger
  New Booking

  Triggers when a new booking is created in Appointo.

• Trigger
  Rescheduled Booking

  Triggers when a booking moves to a new timeslot in Appointo.

• Action
  Cancel Booking

  Cancels a booking, or only some of its customers.

• Action
  Create Booking

  Creates a booking for a customer at a timeslot of an appointment. Appointo allows 100 per day.

• Action
  Get Appointment Availability

  Returns available time slots for an appointment between two dates.

• Action
  Get Booking

  Returns one booking by its ID, with its customers and appointment.

• Action
  List Appointments

  Returns appointment types, optionally one appointment or those of one product.

• Action
  List Bookings

  Returns bookings, optionally only past or upcoming ones, or those matching a search term.

• Action
  List Cancelled Bookings

  Returns cancelled bookings, optionally only past or upcoming ones.

• Action
  List Products

  Returns the products set up for booking in Appointo, each with its appointment types.

• Action
  List Subscription Contracts

  Returns appointment subscription contracts, optionally matching a search term.

• Action
  Reschedule Booking

  Moves a booking, or some of its customers, to a new timeslot.

• Action
  Update Booking Buffer Times

  Sets the start and end buffer times on a booking.

• Trigger
  New Client/Prospect

  Triggers when a new client or prospect account is created in PreciseFP.

• Trigger
  New Client/Prospect Staged in Pipeline

  Triggers when a PreciseFP client or prospect account is moved to a pipeline stage.

• Trigger
  New Form Engagement Completed

  Triggers when a client or prospect completes a PreciseFP form engagement.

• Trigger
  New Form Engagement Created

  Triggers when a client or prospect is sent a new PreciseFP form engagement.

• Trigger
  New Form Engagement Opened

  Triggers when a client or prospect opens a PreciseFP form engagement.

• Trigger
  New PDF Engagement Completed

  Triggers when a PreciseFP PDF engagement is completed (closed).

• Trigger
  New PDF Engagement Created

  Triggers when a new PreciseFP PDF engagement is created.

• Action
  Close Form Engagement

  Closes a PreciseFP form engagement so the client can no longer edit it.

• Action
  Create Account

  Creates a new PreciseFP client or prospect account with its main client contact.

• Action
  Create Form Engagement

  Sends a PreciseFP form template to an account's client or co-client as a new form engagement.

• Action
  Create Person

  Adds a person (such as a child or dependent) to a PreciseFP account's household.

• Action
  Delete Account

  Deletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.

• Action
  Find Account

  Searches PreciseFP client and prospect accounts by name or email and returns the matching accounts.

• Action
  Find Account by Id

  Returns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.

• Action
  Get Form Engagement Data

  Returns the answers a client entered in a PreciseFP form engagement, one entry per field.

• Action
  List Form Templates

  Returns the form templates available to the connected PreciseFP user.

• Action
  Move the Account to a Pipeline Stage

  Moves a PreciseFP client or prospect account to the chosen pipeline stage.

• Action
  Update Account

  Updates a PreciseFP client or prospect account's type and main client details.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.