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Integrations · CRM

Connect Bookedin to Coherence.

AI agents for lead conversion and appointment booking. 7 actions can run inside a Coherence workflow.

A Coherence record changesGet Leads
A Coherence workflow runsCreate Lead

TRIGGERS AND ACTIONS

Everything Bookedin can do in a workflow.

Actions are the steps a workflow can run in Bookedin. Start the workflow from a Coherence record or another app.

Actions · 7Get LeadsCreate LeadGet LeadDelete LeadGet Lead StatsUpdate LeadCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Bookedin.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in Bookedin from a Coherence workflowUse a change in Coherence to run a supported Bookedin action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Get Leads
or Create Lead
Connect Bookedin to the wider customer workflowCombine Bookedin with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with · A Coherence workflow startsFinishes with · Get Leads, then preserve the outcome in Coherence
or Create Lead

SET UP

How to connect Bookedin.

The exact authentication fields depend on Bookedin. The workflow structure stays straightforward.

1Connect the accountAuthorize the Bookedin account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Bookedin or provide a complementary trigger or action.

QUESTIONS

Bookedin integration questions.

What can I automate with the Bookedin integration?

Bookedin currently provides 7 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Bookedin triggers and actions are available?

Bookedin currently lists 0 triggers and 7 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Bookedin connect to other apps through Coherence?

Yes. A workflow can combine supported Bookedin triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Bookedin?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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