Arbox v3 and Salesflare

How to connect Arbox v3

What you can automate

  • When new booked appointment in Arbox v3, create a meeting, then create a call in Salesflare.
  • When new converted lead in Arbox v3, create a contact in Salesflare.
  • When new edit task in Arbox v3, create a task in Salesflare.
  • When new lost leads in Arbox v3, create a contact in Salesflare.
  • When new membership hold in Arbox v3, create a contact in Salesflare.
  • When new client in Arbox v3, create an account, then create a contact, then add a contact to an account in Salesflare.

Arbox v3 operations on Make

Triggers (26)

Start a workflow when this happens

  • Watch booked appointment — Triggers when an appointment is booked.
  • Watch cancelled appointment — Triggers when an appointment is cancelled.
  • Watch cancelled event — Triggers when an event is cancelled.
  • Watch cancelled membership — Triggers when a membership is cancelled.
  • Watch check ins — Triggers when a check in has occurred.
Show 21 more triggers
  • Watch confirm entry from waiting list — Triggers when an entry from waiting list is confirmed.
  • Watch converted lead — Triggers when a lead is converted to a client.
  • Watch credit refusal — Triggers when credit is refused.
  • Watch edit task — Triggers when task is edited.
  • Watch entry from waiting list — Triggers when there is an entry from waiting list.
  • Watch inactive users — Triggers when a user has been deactivated.
  • Watch lost leads — Triggered when a lead is lost.
  • Watch medical certificate — Triggers when a user provides a medical certificate.
  • Watch membership hold — Triggers when a membership is placed on hold.
  • Watch new client — Triggers when a new client is created.
  • Watch new entrance — Triggers when an entrance is observed.
  • Watch new lead — Triggers when a lead is created.
  • Watch new purchase — Triggers when a new purchase has been made.
  • Watch new task — Triggers when a new task is created.
  • Watch renew membership — Triggers when a membership is renewed.
  • Watch sessions — Trigger when a session has booked.
  • Watch trial class — Triggers when a trial class is booked.
  • Watch updated Lead statuses — Triggers when a watch update lead status is updated.
  • Watch updated appointment — Triggers when an appointment is updated.
  • Watch user cancel registration — Triggers when a user cancels registration.
  • Watch waiver — Triggers when a user has waiver.

Actions (14)

Things Salesflare can make it do

  • Book a trial class — Books a trial class.
  • Cancel a trial class booking — Cancels a trial class booking.
  • Cancel a user booking — Cancels a user booking.
  • Cancel membership — Cancel user membership
  • Create a client — Create a client.
Show 9 more actions
  • Create a lead — Creates a lead.
  • Create a membership — Creates a membership.
  • Create a task — Creates a task.
  • Hold membership — Hold user membership
  • Make an API call — Performs an arbitrary authorized API call.
  • Mark a lead as lost — Marks a lead as lost.
  • Send a Message — Sends a message.
  • Update lead status — Updates lead status.
  • Update membership — Update user membership

Searches (3)

Look up existing records

  • Get a schedule — Return a list of events.
  • Get a users — Returns a list of users.
  • Get user general notes — Get a user general notes

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