Popular Bookafy + BoondManager Workflows
Create Bookafy event for new BoondManager company
Create BoondManager opportunities for new Bookafy 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 Bookafy, 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 Bookafy event
When Appointment is created in Bookafy > Check any condition > Create candidate in BoondManager
When Appointment is created in Bookafy > Check any condition > Create opportunity in BoondManager
When Opportunity is created in BoondManager > Create a appointment in Bookafy
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Bookafy is a tool that works like your personal calendar. You can add your meetings, appointments and events and then share it with others for them to book their own appointments. It's the easiest way to manage meetings!
See Bookafy 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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