3veta and Salesflare
How to connect 3veta
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Booking in 3veta, create meeting, then create call in Salesflare.
- When new Customer in 3veta, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Meeting in 3veta, create meeting, then create call in Salesflare.
- When new Transaction in 3veta, create opportunity, then find or create contact in Salesflare.
About 3veta
3veta - The go-to solution for meeting clients online and getting paid
3veta operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Booking — Triggers when a customer books one of your services.
- New Customer — Triggers when a customer joins a your meeting.
- New Meeting — Triggers when provider creates a new meeting.
- New Transaction — Triggers when a customers pays for a meeting, bookable service or payment link.
- Update Meeting — Triggers when a meeting is rescheduled to a different start and end dates.
Searches (2)
Look up existing records
- Find Customer — Finds a Customer
- Find Meeting — Finds a Meeting
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