Salesforce CPQ and YouCanBookMe integrations and automations

Do everything in one place

Customize your Salesforce CPQ and YouCanBookMe integration with the following triggers and actions.

Triggers

When this happens…

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ

    • Any other trigger you can think up

YouCanBookMe
  • New action
    New action in YouCanBook.me
  • New booking
    New booking in YouCanBook.me

    • Any other trigger you can think up

Actions

Do this…

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects Batch
    Get related object list in Salesforce CPQ
  • Search objects Batch
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ

    • Any other action you can think up

YouCanBookMe
  • Custom action
    Custom action in YouCanBook.me
  • Get booking
    Get booking by ID in YouCanBook.me
  • Get profile
    Get profile by ID in YouCanBook.me
  • Search profiles
    Search profiles in YouCanBook.me

    • Any other action you can think up

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