Apotheo and Salesflare

How to connect Apotheo

When client Added in Apotheo, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Pricing Changed in Apotheo, find or create account, then find or create contact, then add contact to account in Salesflare.

Apotheo is a client management tool for evidence based nutrition coaches.

Start a workflow when this happens

Application Accepted — Triggers when an application is accepted
Application Moved to Pending — Triggers when application is moved to pending
Application Received — Triggers when an application form is received.
Application Rejected — Triggers when application is rejected
Check-In Submitted — Triggers when a client submits their check-in.

Show 12 more triggers

Client Added — Triggers when a new client's account is created.
Client Archived — Triggers when client's account is archived.
Client Assigned Start Date — Triggers when client is assigned their start date.
Client Deleted — Triggers when a client is deleted.
Client Paused — Triggers when client's subscription is paused
Client Pricing Changed — Triggers when client's pricing is changed.
Client Restored — Triggers when client is restored from archived.
Client Resumed — Triggers when client's subscription is resumed
Client Subscription Cancelled — Triggers when client subscription is cancelled
First Payment — Triggers when a client submits their first payment.
Service Changed — Triggers when client's service has changed.
Signup Submitted — Triggers when client submits their signup form.