Workflow with Zapier and Bookm

Richard Miles

Created Feb 23, 2023

Workflow with Zapier and Bookm

3
    z

Zapier

22 Steps
1

Click on Go to the Zapier Homepage and create a Zap

Click on Go to the Zapier Homepage and create a Zap
2

Click on "Connect this app" and enter BOOKM

Click on "Connect this app" and enter BOOKM
3

and in "with this one!" enter whatever application you want to connect. In this case, I selected HubSpot.

and in "with this one!" enter whatever application you want to connect. In this case, I selected HubSpot.
4

Click on Select a Trigger

Click on Select a Trigger
5

Click on option - "New Appointment"

Click on option - "New Appointment"
6

Click on Select an Action

Click on Select an Action
7

Click on option - depending on the application you want to use with BOOKM, your choices will display in the pulldown menu.

Click on option - depending on the application you want to use with BOOKM, your choices will display in the pulldown menu.
8

Click on Try it

Click on Try it
9

Click on the first step in the integration.

Click on the first step in the integration.
10

Click on Choose app & event

Click on Choose app & event
11

If you haven't already set up your BOOKM integration, click on Choose an account…

If you haven't already set up your BOOKM integration, click on Choose an account…
12

Click on + Connect a new account

Click on + Connect a new account
13

Grant permission to connect in the popup window.

Grant permission to connect in the popup window.
14

Get your BOOKM API key. Go to bookm.ai

15

Click on Integration Settings

Click on  Integration Settings
16

Copy your API key

Copy your API key
17

Paste your API key in the permissions popup.

Paste your API key in the permissions popup.
18

Click on Yes, Continue

Click on Yes, Continue
19

Click on Continue

Click on Continue
20

Then test your connection.

Then test your connection.
21

You must have an appointment in BOOKM. Find it, then continue.

You must have an appointment in BOOKM. Find it, then continue.
22

Click on Continue

Click on Continue
Well done!
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