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Bookafy Make integrationAutomate Bookafy with Make.
Bookings and customer records can move on their own once Bookafy talks to Make. The Bookafy Make integration gives you 13 modules: 3 triggers, 8 actions and 2 searches. This guide is for anyone running a calendar of client meetings, and it walks you from the API key to a working scenario.
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What can the Bookafy Make integration do for you?
The Bookafy Make integration links your Bookafy account to Make, a visual tool where you build a scenario (the automation itself, a chain of steps) without writing code. Each step is a module: it watches Bookafy, books or changes an appointment, or looks up a customer. You pick the modules, Make runs them in order.
Every new client lands in your other tools. Start with Watch Customers, then send each person to your CRM, your mailing list or a shared sheet. Nobody retypes a name or an email address again.
Requests become booked slots. A lead fills in a form somewhere else; Create a Customer adds the person to Bookafy and Create an Appointment reserves the meeting. When plans change, Update an Appointment or Cancel an Appointment keeps the calendar honest.
Your team roster stays visible. Watch Users picks up the people on your Bookafy account, handy when a new colleague should also get access to other tools.
Know the limits before you start: the documentation lists 13 modules and nothing about quotas, and all 3 triggers work on a schedule, so Make checks Bookafy at intervals rather than being pinged by it. For anything the list misses, Make an API Call reaches the rest of the Bookafy API with the same connection. The same app often has an n8n node too; the n8n vs Make comparison helps you choose, the Make pricing page explains plans, and the Make training takes you further.
How do you connect Bookafy to Make?
- 01
Copy your API key in Bookafy
Log in to Bookafy, click the cog icon at the top right, then Settings. Open Integrations, then API, and copy the API Key value. Keep it somewhere safe, it opens your account to Make.
- 02
Create the connection in Make
Add any Bookafy module to your scenario and click Create a connection. A connection is your Bookafy account linked to Make once, then reused by every Bookafy module. You can give it a label in Connection name.
- 03
Paste the key and save
Paste the key into the API Key field and click Save. If Bookafy asks you to sign in and confirm access, do it. The module now shows your connection, and Make can read your Bookafy data.
Build your first scenario with Bookafy
GoalWhen a request comes in from another app, Make adds the person as a Bookafy customer and books the appointment.
- 01
Create a new scenario
On the Scenarios page, create a new scenario and click the +. Pick the app where requests arrive, such as your form tool, and choose its module that watches new entries.
- 02
Add Create a Customer
Click the + on the right of that first module, search for Bookafy and choose Create a Customer. Link your account with Create a connection, then map the name and contact details from the form.
- 03
Add Create an Appointment
Add one more module, Create an Appointment, and map what it needs from the two modules before it. Each item passing between modules is a bundle: here, one request and one customer.
- 04
Test with Run once
Send a test entry through your form, then click Run once. Make runs the scenario a single time and shows the bundles each module received, so you can check the new customer and the booking in Bookafy.
- 05
Schedule it and switch it on
Open the clock on the first module: a new scenario runs every 15 minutes by default, and 15 minutes is the shortest gap on the Free plan. Choose your schedule, then switch the scenario on.
Bookafy triggers: what starts your scenario
3 modules start a scenario when something happens in Bookafy. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Bookafy as soon as it happens.
Watch Appointments
triggerIn the docs onlyWatch Appointments brings your Bookafy appointments into Make, one bundle per appointment, so every booking can start its own chain of steps. It is the natural first module for anything built around the calendar.
Watch Customers
triggerIn the docs onlyWith Watch Customers, the people stored in Bookafy flow into your scenario and can be copied anywhere else you keep contacts. Each customer arrives as a separate bundle, ready to be mapped into the next module.
Watch Users
triggerIn the docs onlyThis one keeps an eye on the users of your Bookafy account, the staff members who take bookings, and passes each of them to the next module. It is the only module in the Users group, which makes it easy to spot.
Bookafy modules: what you can do from a scenario
Bookafy gives you 10 modules in 3 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Appointments
4 modulesCreate an Appointment
ActionIn the docs onlyBooks a new appointment in Bookafy straight from your scenario, so a slot gets reserved without anyone opening the calendar. You map the details from the modules placed before it.
Update an Appointment
ActionIn the docs onlyChanges an appointment that already exists in Bookafy, keeping the calendar in line with what was agreed elsewhere. It works on one appointment at a time.
Search Appointments
SearchIn the docs onlyLooks through your Bookafy appointments and returns the matches, which lets a scenario find a booking before acting on it. A search can return zero, one or several appointments, each as its own bundle.
Cancel an Appointment
ActionIn the docs onlyCancels a booking in Bookafy from inside the scenario, freeing the slot without a manual step. It pairs well with a search that finds the right appointment first.
Customers
5 modulesCreate a Customer
ActionIn the docs onlyAdds a new customer to Bookafy using data from earlier modules, so the person exists before any booking is made. Names and contact details come from wherever the lead first appeared.
Update a Customer
ActionIn the docs onlyEdits a customer already stored in Bookafy, so a change made in another tool reaches your booking records too. It targets one customer per run of the module.
List Customers
SearchIn the docs onlyReturns customers from your Bookafy account as a set of bundles, one per person, which is how a scenario checks who is already there. It is one of the 2 searches of the app.
Get a Customer
ActionIn the docs onlyFetches the record of one specific customer so later modules can use it, for example to fill an email or a CRM entry. Unlike List Customers, it aims at a single person you already identified.
Delete a Customer
ActionIn the docs onlyRemoves a customer from Bookafy inside the scenario, which keeps your client list tidy when a contact should no longer be there. Use it deliberately, because the record goes away.
Other
1 moduleMake an API Call
ActionIn the docs onlyReaches any endpoint of the Bookafy API from your scenario, reusing the connection you already created. It fills the gap when none of the ready-made modules does what you need.
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