Connect TIMIFY and Workbooks CRM

Both apps 55TIMIFY 28Workbooks CRM 27

• Trigger
  Appointment Updated

  Triggers when an upcoming appointment is created or changed in TIMIFY.

• Trigger
  Customer Updated

  Triggers when a customer is created or updated in TIMIFY.

• Trigger
  New Appointment

  Triggers when a new appointment is created in TIMIFY (looks ahead one year).

• Trigger
  New Customer

  Triggers when a new customer is created in TIMIFY.

• Trigger
  New Resource

  Triggers when a new resource (employee, room, equipment) is created.

• Trigger
  New Service

  Triggers when a new service is created.

• Trigger
  Resource Updated

  Triggers when a resource is created or updated.

• Action
  Create Appointment

  Creates an appointment in TIMIFY.

• Action
  Create Customer

  Creates a customer in your TIMIFY company from a list of customer field values.

• Action
  Create Resource

  Creates a resource such as an employee, room or piece of equipment.

• Action
  Create Service

  Creates a bookable service.

• Action
  Create Tag

  Creates a tag for customers or appointments.

• Action
  Delete Appointment

  Deletes (cancels) an appointment.

• Action
  Delete Customer

  Deletes a customer.

• Action
  Delete Resource

  Deletes a resource.

• Action
  Delete Service

  Deletes a service.

• Action
  Get Appointment

  Returns one appointment by its ID.

• Action
  Get Customer

  Returns one customer by ID.

• Action
  Get Resource

  Returns one resource (employee, room, equipment) by ID.

• Action
  Get Service

  Returns one service by ID.

• Action
  List Appointments

  Returns appointments between two dates.

• Action
  List Customers

  Returns customers, optionally filtered by search text.

• Action
  List Resources

  Returns the company's resources.

• Action
  List Services

  Returns the company's services.

• Action
  Update Appointment

  Updates an existing appointment's time, service, resources or notes.

• Action
  Update Customer

  Updates a customer's field values.

• Action
  Update Resource

  Updates a resource.

• Action
  Update Service

  Updates a service.

• Trigger
  New Case

  Triggers when a new support case is created in Workbooks.

• Trigger
  New Organisation

  Triggers when a new organisation is created in Workbooks.

• Trigger
  New Person

  Triggers when a new person is created in Workbooks.

• Trigger
  New Sales Lead

  Triggers when a new sales lead is created in Workbooks.

• Trigger
  Posted Credit Note

  Triggers when a credit note in Workbooks is posted.

• Trigger
  Posted Invoice

  Triggers when an invoice in Workbooks is posted.

• Action
  Create Case

  Creates a new support case in Workbooks and returns its id and details.

• Action
  Create Customer Order

  Creates a new customer order in Workbooks and returns its id and details.

• Action
  Create Marketing Campaign

  Creates a new marketing campaign in Workbooks and returns its id and details.

• Action
  Create Marketing Campaign Member

  Adds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id.

• Action
  Create Marketing Campaign Member Status

  Adds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks.

• Action
  Create Organisation

  Creates a new organisation (company) in Workbooks and returns its id and details.

• Action
  Create Person

  Creates a new person (contact) in Workbooks and returns its id and details.

• Action
  Create Sales Lead

  Creates a new sales lead in Workbooks and returns its id and details.

• Action
  Create Task

  Creates a new task in Workbooks and returns its id and details.

• Action
  Find a Customer Order

  Finds a customer order in Workbooks by its order reference and returns the first match.

• Action
  Find a Marketing Campaign

  Finds a marketing campaign in Workbooks by name and returns the first match.

• Action
  Find a Marketing Campaign Member

  Finds a member of a marketing campaign in Workbooks by campaign and member id.

• Action
  Find a Marketing Campaign Member Status

  Finds a member status of a marketing campaign in Workbooks by its name.

• Action
  Find an Organisation

  Finds an organisation in Workbooks by name and returns the first match.

• Action
  Find a Person

  Finds a person in Workbooks by email address and returns the first match.

• Action
  Find a Sales Lead

  Finds a sales lead in Workbooks by name and returns the first match.

• Action
  Update Customer Order

  Updates an existing customer order in Workbooks. Only the fields you fill in are changed.

• Action
  Update Marketing Campaign Member

  Updates an existing marketing campaign member in Workbooks, for example to change their member status.

• Action
  Update Organisation

  Updates an existing organisation in Workbooks. Only the fields you fill in are changed.

• Action
  Update Person

  Updates an existing person in Workbooks. Only the fields you fill in are changed.

• Action
  Update Sales Lead

  Updates an existing sales lead in Workbooks. Only the fields you fill in are changed.

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