Connect Booker Merchant to Dex

Both apps 85Booker Merchant 59Dex 26

• Trigger
  New Customer

  Triggered when a new customer is added at a location.

• Trigger
  New Order

  Triggered when a new order is added at a location.

• Trigger
  New or Updated Appointment

  Triggered when an appointment is added or updated.

• Trigger
  New or Updated Appointment Treatment

  Triggered when an appointment treatment line is added or updated.

• Trigger
  New or Updated Customer

  Triggered when a customer is added or updated.

• Trigger
  Updated Customer

  Triggered when an existing customer is updated.

• Action
  Create Customer

  Create a new customer.

• Action
  Create Dependent Customer

  Create a customer that belongs to another customer's account.

• Action
  Create Employee

  Create a new employee.

• Action
  Create Membership

  Create a new membership.

• Action
  Create Room

  Create a new room.

• Action
  Create Special

  Create a special/promotion at a location.

• Action
  Delete Customer

  Delete a customer.

• Action
  Delete Employee

  Delete an employee.

• Action
  Delete Membership

  Delete a membership.

• Action
  Delete Room

  Delete a room.

• Action
  Find Appointments

  List appointments at a location within a date range.

• Action
  Find Customers

  List/search customers at a location.

• Action
  Find Employees

  List employees/staff at a location.

• Action
  Find Location

  Find a single location matching your filters.

• Action
  Find Locations

  List locations for the merchant account.

• Action
  Find Orders

  List orders at a location.

• Action
  Find Packages

  Search the packages a location sells.

• Action
  Find Products

  Search the products available to sell on an order.

• Action
  Find Rooms

  Search the treatment rooms at a location.

• Action
  Find Series

  Search the service series a location sells.

• Action
  Find Specials

  List active specials/promotions at a location.

• Action
  Find Treatments

  List bookable treatments/services at a location.

• Action
  Get Appointment

  Get a single appointment by ID.

• Action
  Get Appointment By Booking Number

  Retrieves an appointment using the booking reference the customer was given, rather than its internal Booker id.

• Action
  Get Appointments

  Retrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times.

• Action
  Get Customer

  Get a single customer by ID.

• Action
  Get Customer Appointments

  List the appointments booked for one customer.

• Action
  Get Customer Types

  List the customer types configured at a location.

• Action
  Get Employee

  Get a single employee by ID.

• Action
  Get Employee Schedule

  Retrieve an employee's working schedule.

• Action
  Get Gift Certificate Templates

  List the gift certificate templates a location offers.

• Action
  Get Location

  Get a single location by ID.

• Action
  Get Location Cancellation Policy

  Retrieve a location's cancellation policy.

• Action
  Get Location Categories

  List a location's service categories.

• Action
  Get Location Return Policy

  Retrieve a location's return policy.

• Action
  Get Location Schedule

  Get a location's day schedule / business hours.

• Action
  Get Location Sub Categories

  List the sub-categories under a location's service category.

• Action
  Get Package

  Retrieve a package by its id.

• Action
  Get Product Categories

  List the product categories available.

• Action
  Get Product Sub Categories

  List the product sub-categories available.

• Action
  Get Quantity In Stock

  Check the stock level of a product.

• Action
  Get Room

  Retrieve a room by its id.

• Action
  Get Special By Code

  Retrieve a promotional special using its code.

• Action
  Get Treatment

  Get a single treatment/service by ID.

• Action
  Update Customer

  Update a customer record.

• Action
  Update Employee

  Update an existing employee.

• Action
  Update Employee Schedule

  Update an employee's working schedule.

• Action
  Update Location

  Update an existing location.

• Action
  Update Location Cancellation Policy

  Update a location's cancellation policy.

• Action
  Update Location Weekly Day Schedule

  Update a location's weekly opening hours.

• Action
  Update Membership

  Update an existing membership.

• Action
  Update Room

  Update an existing room.

• Action
  Update Treatment

  Update an existing treatment.

• Action
  Create Group

  Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members.

• Action
  Create Note

  Creates a note in Dex, optionally linked to one or more contacts, and returns the created note.

• Action
  Create Tag

  Creates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned.

• Action
  Delete company

  Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed.

• Action
  Delete Contact

  Permanently deletes a contact from Dex.

• Action
  Delete note

  Deletes a note from your Dex timeline.

• Action
  Delete reminder

  Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences.

• Action
  Delete tag

  Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone.

• Action
  Find Contact

  Finds contacts whose full name matches the text you enter and returns the matching contacts.

• Action
  Find Group

  Finds groups in Dex whose name matches the search text.

• Action
  Find notes by keyword

  Returns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range.

• Action
  Find Tag

  Finds tags in Dex whose names match the search text and returns them, with the first match separately.

• Action
  Get company

  Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values.

• Action
  Get contact

  Returns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found.

• Action
  Get note

  Returns a single Dex note by its ID, including the contacts it is linked to and its attachments.

• Action
  Get reminder

  Returns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found.

• Action
  Get tag

  Returns a single Dex tag by its ID, optionally with the number of contacts carrying it.

• Action
  List companies

  Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner.

• Action
  List contacts

  Returns the contacts in your Personal Dex or in a chosen workspace.

• Action
  List groups

  Returns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count.

• Action
  List reminders

  Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date.

• Action
  List tags

  Returns all tags in your Dex account, optionally with how many contacts carry each tag.

• Action
  Tag Contact

  Assigns an existing tag to a contact in Dex.

• Action
  Update note

  Updates an existing Dex note. Only the fields you fill in are changed.

• Action
  Update reminder

  Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed.

• Action
  Update tag

  Renames an existing tag in Dex.

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