Amelia + Erxes Integration

Integrate Amelia to Erxes in one click, or tell Integrately AI how you want each booking handled. Create customer records, sync form submissions, update booking statuses, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Amelia
    Booking is completed in Amelia Instant
  • Amelia
    Booking status is changed in Amelia Instant
  • Amelia
    Booking is rescheduled in Amelia Instant
  • Amelia
    Booking is canceled in Amelia Instant
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
Arrow Right
2.
  • No action found

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Ready WorkflowsReady Workflows   for Amelia + Erxes Integration

Sync bookings, create customer profiles, update company records, alert your team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Amelia + Erxes flow

Capture customer interactions, manage calendar schedules, log form responses, and notify your team across your entire stack. Pick a combination and activate it in one click.

Amelia
Erxes
+
Google CalendarGoogle Calendar (5)
+
HubSpotHubSpot (5)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
+
SlackSlack (4)
+
StripeStripe (4)
A
G
E
Add every completed Amelia booking to Google Calendar, and create a customer in Erxes
Completed Amelia bookings appear in Google Calendar immediately and create a customer record in Erxes, eliminating manual scheduling and data entry.
A
G
E
When an Amelia booking is rescheduled, update the Google Calendar event and sync the Erxes customer
Rescheduled Amelia bookings instantly update your Google Calendar schedule and refresh the customer details in Erxes.
A
G
E
When an Amelia booking is canceled, remove the Google Calendar event and update the Erxes record
Canceled Amelia bookings automatically clear from your Google Calendar and flag the customer profile in Erxes.
E
G
A
Create a Google Calendar meeting for every new Erxes form submission, and log the Amelia booking status
New Erxes form submissions instantly generate Google Calendar meetings while checking your Amelia booking status.
A
G
E
Use Claude to summarise every Google Calendar meeting, update the Amelia booking, and log it in Erxes
Claude analyses Google Calendar meetings, updates your Amelia booking notes, and logs the summary in Erxes.

Supported triggers and actions for Amelia and Erxes

Mix and match to build the exact automation you need

Amelia
Amelia Triggers & Actions
Instant
Booking is completed in Amelia
Triggers the automation when a booking is successfully completed
Try it →
Instant
Booking status is changed in Amelia
Triggers the automation when a booking status is changed
Try it →
Instant
Booking is rescheduled in Amelia
Triggers the automation when a booking is rescheduled
Try it →
Instant
Booking is canceled in Amelia
Triggers the automation when a booking is canceled
Try it →
No action is available
Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
Try it →
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it →
Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
Try it →
Instant
Company is created in Erxes
Triggers the automation when a new company is created
Try it →
Instant
Company is updated in Erxes
Triggers the automation when a company is updated
Try it →
Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
Try it →
Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it →
Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it →
Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it →
Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it →
Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Try it →
Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it →
No action is available

What can you automate with Amelia + Erxes?

Streamline your customer scheduling and engagement workflows by connecting Amelia bookings directly to Erxes customer profiles and records.

What you can automate?
🔄
Sync completed bookings to customer profiles
Automatically transfer every completed Amelia booking straight into Erxes as a new customer record, ensuring your database reflects current scheduling activity instantly.
📝
Capture every submitted form field
Map all available Erxes form submission answers directly into your Amelia booking records instead of only basic contact details, creating comprehensive customer profiles.
🔔
Alert your team instantly on updates
Trigger instant notifications whenever a booking is rescheduled or canceled in Amelia, keeping your support and operations staff fully informed.
🔀
Route records based on submitted criteria
Apply conditional logic to direct VIP customer submissions to priority booking slots while routing standard inquiries to general queues.
⏱️
Keep records updated through schedule changes
Automatically update existing Erxes customer profiles whenever Amelia booking statuses change, maintaining complete historical accuracy.
🔍
Prevent duplicate customer entries
Search existing databases before creating records so that repeat customer interactions update current profiles rather than generating duplicates.
📌
Handle later booking status events
Manage cancellations, reschedules, and completion milestones seamlessly by updating corresponding customer statuses across both platforms.
💬
Extend workflows to team collaboration tools
Connect your Amelia and Erxes core flow with Slack to broadcast booking confirmations and customer updates directly to your team channels.
And much more...

Who is Amelia + Erxes integration for?

Operations teams, customer success managers, and booking coordinators use this integration to keep customer data aligned and eliminate manual handoffs across platforms.

Performance Marketers
Performance Marketers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Operations Managers
Operations Managers
Sales Coordinators
Sales Coordinators
Finance and Compliance Officers
Finance and Compliance Officers
📈
Performance Marketers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports booking data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new booking lands in your database instantly and your data stays current.
Customer Support Leads
Inbound customer inquiries arrive in Erxes while appointments are booked in Amelia, leaving your support agents searching across separate tabs to verify schedules — with this integration, every customer interaction and booking status appears in one unified view so your team can act immediately.
🤝
Account Managers
You manage client onboarding schedules that require constant coordination between booking forms and CRM records, but manual data entry causes missed update steps — this integration means every completed booking and customer profile syncs automatically without administrative friction.
📊
Operations Managers
Your team handles high volumes of daily appointment bookings and customer messages, and manual copy-pasting between systems leads to frequent scheduling gaps — automating both apps means every booking and customer record flows securely without human error.
🎯
Sales Coordinators
You depend on inbound form submissions and scheduled appointments to drive outreach, but delays in handoffs mean hot leads go cold before follow-up begins — connecting these apps means every new submission triggers instant customer creation and scheduling.
📋
Finance and Compliance Officers
You need reliable audit trails for every customer transaction and appointment booking, but fragmented records leave missing links in customer histories — this integration means every customer record and booking event is logged accurately across systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Amelia + Erxes

Build and manage your Amelia + Erxes automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Amelia + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Amelia to Erxes?
Frequently Asked Questions
You can connect Amelia to Erxes in just 1 click using ready-made automations on Integrately, or use Integrately AI to build your exact workflow alongside tools like Google Calendar, HubSpot, and Slack.
Can I automatically sync Amelia bookings with Erxes customer records?
Frequently Asked Questions
Can I connect Amelia, Erxes, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Amelia and Erxes?
Frequently Asked Questions
How does Amelia handle booking triggers in automations?
Frequently Asked Questions
How does Erxes manage customer records during syncs?
Frequently Asked Questions
Do I need coding skills to integrate Amelia and Erxes?
Frequently Asked Questions
Is the Amelia and Erxes integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Amelia or Erxes With 1500+ Other Apps

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