Create todo lists in Breeze for new BookingPress appointments for customer success teams
Each new BookingPress appointment creates a todo list in Breeze, named from the booking details, so your customer success team has a place to track prep work for every session.
BookingPress
Breeze2 steps Setup ~5 min Used on 1.3k sites Productivity Free to import
What this workflow does
Customer success teams prepare for each call: read the account notes, gather documents, send an agenda. When bookings arrive through BookingPress and the team plans in Breeze, someone has to notice each booking and set that prep up by hand. This workflow adds a Breeze todo list for every new appointment.
The BookingPress trigger fires when an appointment is booked, whether the customer books on your site or staff add it in the admin. FlowMattic passes the appointment data to Breeze, whose Create Todo List action makes a new todo list inside a card. You map booking values into it, for example the customer's name and the appointment date as the list name.
Breeze todo lists live inside cards, so every list this template creates goes into the card the step points to. If you want one card per customer or per session instead, add Breeze's Create Card action before this step, as the tips describe.
Onboarding calls for new customers
A customer books an onboarding session in BookingPress. A todo list named after them appears in Breeze so the CSM can add the setup items to cover.
Quarterly business reviews
Account managers get a Breeze todo list for each booked review, ready for pulling usage figures and drafting the agenda before the meeting.
Bookings entered by staff
The trigger also covers appointments added in the BookingPress admin, so sessions your team books over the phone get a todo list too.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
BookingPress Appointment BookedFires when a new appointment is booked in BookingPress, from the front end or the admin. The booking details, such as customer, service and time, are passed on for mapping.
- Breeze Create Todo List
Creates a new todo list inside a Breeze card. Map booking values into the list, such as a name built from the customer and appointment date, and run a test to check where it lands.
What you need
- FlowMatticCore
- BookingPress PluginPlugin
- Breeze AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Add Breeze's Create Card action before this step to give each booking its own card, then map the new card into the Create Todo List step so every session's list sits on its own card.
- Add Breeze's Create Todo action after this step to fill the new list with standard prep items, such as reviewing notes and sending an agenda.
- Offer several BookingPress services? Add a Filter after the trigger so only the services your customer success team handles create a Breeze todo list.
Questions about this workflow
Does a BookingPress booking create a Breeze card too?
No. The template only creates a todo list, and Breeze keeps todo lists inside cards. Add a Create Card step first if each appointment should get its own card.
Do appointments added by staff in BookingPress count?
Yes. FlowMattic's Appointment Booked trigger fires for appointments booked on the front end or in the backend.
What happens when a BookingPress appointment is cancelled or rescheduled?
Nothing in Breeze changes, because this workflow only reacts to new bookings. BookingPress also has Appointment Cancelled and Appointment Rescheduled triggers in FlowMattic, which you can use in a separate workflow.
Can the Breeze todo list include the appointment time?
Yes. Any value the BookingPress trigger provides, such as the date and time, can be mapped into the todo list when you set up the Breeze step.
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