Amilia and Salesflare

How to connect Amilia

When new Facility Booking in Amilia, create meeting, then create call in Salesflare.

Whether you're just starting out or looking to scale, Amilia's Recreation Management Software helps you sell, manage, & grow your business.

Start a workflow when this happens

Facility Booking Cancellation — Triggers when a facility booking gets cancelled or unassigned from an activity, private lesson, etc.
Facility Booking Change — Triggers when a property of a facility booking changes
Membership Cancellation — Triggers when a membership is cancelled or refunded.
Membership Purchase — Triggers when someone purchases a membership in the Amilia Store
Merchandise Purchase — Triggers when a person buys a piece of merchandise on the Amilia store

Show 6 more triggers

MultiPass Purchase — Triggers when someone purchases a MultiPass in the Amilia Store
New Donation — Triggers when someone makes a donation.
New Facility Booking — Triggers when someone places a booking / reservation on a facility in the calendar, or through booking a private lesson, activity assigned to a location, or rental contract
New Program — Triggers when a new program is created.
New Registration — Triggers when there is a new registration for an activity.
Registration Cancellation — Triggers when there is a cancellation of a registration to a session, a drop-in, or a private lesson.

Things Salesflare can make it do

Create Admin Booking — Create an Admin booking for a Location/Facility in Amilia.
Find Account Information — Find account information. This includes all of the members information, contacts, medical information, and more. Select the information you want/need for your workflow.
Find Facility Information — Get facility information. This includes name & I.D., address, phone number, and more for each facility. Select the information you want/need for your workflow.
Find Membership Information — Find membership information. This includes description, price, start/end date, and more. Select the information you want/need for your workflow.
Find Program Information — Find program information. This includes name & I.D., start/end date, and more. Select the information you want/need for your workflow.

Show 1 more actions

Find a Person's Extra Questions — Find a person's extra questions. This includes any extra questions you have added to your forms for a given person and program. Select the information you want/need for your workflow.

Look up existing records

Find Activity — Find a single activity from its unique identifier. This includes information such as: program, category, subcategory, activity name, start/end date and time, etc.
Find All Activities — Find all activities in your organization. This includes information such as: program, category, subcategory, activity name, start/end date and time, etc.
Find Client Information — Find client information. This includes account & contact details, medical information, skills, and more. Select the information you want/need for your workflow.
Find Donation — Find a list of donations on a given date
Find Every Participants Registered to an Activity — Find every participants registered to an activity. Leverage information like names, date of birth, contact, account owner contacts, etc.

Show 6 more searches

Find Extra Question Answers for a Membership — Get all extra question answers for all persons in a membership.
Find Invoice — Finds invoice information. This includes its Id, date, description, amount invoiced, amount paid, taxes, customer, etc. Select the information you want/need for your workflow.
Find Invoice Items — Finds invoice items information. This includes its Id, date, description, type, ledger code, amount invoiced, amount paid, taxes, customer, participant etc.
Find Journal Entry — Find a list of journal entries from a date range.
Find Payment — Finds a single payment by id or a list of all payments on a given date. Payment information includes customer id, date, method, a reconciled array of line items, etc.
Find Rental Purchase Form Answers — Find a rental purchase form questions and answers. Unlike the permanent "person" forms, "purchase" forms only exist in the context of a rental occurence. The data recieved includes any extra questions you have added to the purchase form of a given rental.

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