The Bookeo integration allows you to automatically send your InputKit sequences based on certain events in Bookeo. Once the integration is connected, you can create triggers to send the right sequence at the right time.
Access the Bookeo integration
Click your name in the top-right corner.
Click “Integrations”.
Click “+ Add an integration”.
Select “Bookeo”.
Click “Connect Bookeo”.
Sign in to your Bookeo account.
Approve the requested permissions.
Once the connection is complete, you will see the integration connection status.
Create a trigger
After connecting Bookeo, you can create the triggers that will automatically send your sequences.
Click “Add a trigger”.
Enter a name for your trigger.
Choose the trigger type, for example:
“Appointment completed”
“Invoice paid”
Select the sequence to send.
Add a sending delay if needed.
Map the fields
You can then select the fields you want to send to InputKit.
Check the fields you want to send to InputKit.
Review the field mapping.
Note: Some fields will be selected by default, such as the customer’s name and email address.
Add filters (optional)
If needed, you can add filters so that sequences are sent only under certain conditions.
Once the configuration is complete, click “Create trigger”.
Good to know
You can create multiple triggers if you want to send different sequences depending on the event type or your sending logic.
If you have any questions, feel free to contact us via the chat.