How to Send Bookly Data to Microsoft Dataverse

Microsoft Dataverse is a database platform. Here is how to pipe Bookly appointment straight into Microsoft Dataverse using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to database. No task meter, no monthly bill.

What you will need

• A WordPress site with Bookly installed and configured.
• A Microsoft Dataverse account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Microsoft Dataverse to AFI

Microsoft Dataverse uses OAuth 2.0 for authentication. In AFI → Settings → Microsoft Dataverse, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Bookly to Microsoft Dataverse.

2. Pick your trigger

Select Bookly as the form provider. AFI fires when an appointment is booked, giving you access to customer name, email, phone, service name, staff member, appointment date, and time.

3. Select Microsoft Dataverse as the destination

Choose Microsoft Dataverse from the platform dropdown and pick Add Row. This creates a row in a Dataverse table.

4. Map fields

Match each Microsoft Dataverse field on the left to the corresponding Bookly field on the right. Common mappings include customer name, email, phone, service name, staff member, appointment date, and time. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Bookly. Check Microsoft Dataverse to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps standard table fields to Microsoft Dataverse with unlimited records. Pro adds custom field mapping for all columns. No per-record fees on any plan.

Frequently asked questions

Which Bookly events trigger the integration?

AFI fires when an appointment is booked. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Bookly to Microsoft Dataverse in minutes.