Popular DaySchedule + BoondManager Workflows
Create DaySchedule event for new BoondManager company
Create BoondManager opportunities for new DaySchedule event
But manually creating a opportunities can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in DaySchedule, it will trigger a corresponding opportunities creation in BoondManager.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunities, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Update BoondManager contact from new DaySchedule event
When Event scheduled in DaySchedule > Check any condition > Create candidate in BoondManager
When Event scheduled in DaySchedule > Check any condition > Create opportunity in BoondManager
When Opportunity is created in BoondManager > Create a resource in DaySchedule
When Opportunity is created in BoondManager > Create booking in DaySchedule
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DaySchedule is a versatile appointment scheduling solution that simplifies your booking process. It helps simplify bookings with personalized pages, calendar syncing, payments, ratings/feedback, and centralized meeting management
See DaySchedule IntegrationsBoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.
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