Arbox and Salesflare

CRM (Customer Relationship Management) arboxapp.com ↗

How to connect Arbox

Via Zapier — 50 operations available. Set it up ↗
Via Make — 35 modules available. Set it up ↗

What you can automate

When new Client in Arbox, find or create account, then find or create contact, then add contact to account in Salesflare.
When appointment Is Booked in Arbox, create meeting, then create call in Salesflare.
When new Lead in Arbox, find or create contact in Salesflare.
When new Task in Arbox, create task in Salesflare.
When task Completed in Arbox, create task in Salesflare.
When new Task in Salesflare, create New Task in Arbox.

About Arbox

Arbox is an all-in-one management platform for fitness, wellness, teaching, and course businesses, designed to streamline their operations and grow their business.

Arbox operations on Zapier

Triggers (35)

Start a workflow when this happens

Amount of Check Ins — Triggers when a client has x amount of check-ins
Amount of Sessions — Trigger when a client books a number of sessions
Appointment Is Booked — Trigger when a new appointment is booked
Appointment Is Cancelled — Trigger when a new appointment is cancelled
Appointment Is Updated — Trigger when a new appointment is updated

Show 30 more triggers

Cancelled Event — Triggers when an event is cancelled
Cancelled Membership — Triggers when a membership is cancelled
Confirm Entry From Waiting List — Triggers when a user should confirm entry from waiting list
Credit Card Replaced — Triggers when a credit card is replaced
Credit Refusal — Triggers when a recurring payment is refused
Doesn't Have Medical Waiver — Triggers when a user doesn't have medical waiver
Doesn't Have Waiver — Triggers when a user doesn't have waiver
Edit Task — Triggers when a task is edited
Entrance — Triggers when a user entered (access control)
Entry From Waiting List — Triggers when a user entered a session from a waiting list
Event Is Updated — Trigger when a single event is updated
Form Is Signed — Triggers when form submitted
Get Membership Cancel Reasons — Get all membership cancel reasons
Get Membership Hold Reasons — Get all membership hold reasons
Group Session Booking — Triggers when a group session is booked
Has Medical Waiver — Triggers when a user has medical waiver
Has Waiver — Triggers when a user has waiver
Inactive User — Triggers when a user is inactive
Lead Converted to Client — Triggers when a lead is converted to a new client.
Location Is Changed — Triggered when a user's location changes
Lost Lead — Triggers when a lead is marked as lost
New Client — Triggers when a new client is added to Arbox.
New Lead — Triggers when a new lead is created in Arbox.
New Task — Triggers when a new task is created
Purchase — Triggers when an item is purchased from app/site
Renew Membership — Triggers when a client renew or create membership.
Task Completed — Triggers when a task is completed
Trial Class — Triggers when a lead is booked to trial class
Update Lead Status — Triggers when a lead status is updated
User Cancel Registration — Triggers when a user cancels registration

Actions (12)

Things Salesflare can make it do

Book to Trial Class — Book a Lead to a Trial Class
Cancel Membership — Cancel a user membership
Cancel Trial Class Booking — Cancel a trial class booking
Create New Client — Add new client to Arbox
Create New Lead — Add new lead to Arbox

Show 7 more actions

Create New Task — Add a new task to Arbox
Create Purchase — Create new purchase for client
Hold Membership — Hold user membership
Mark as Lost Lead — Triggers when lead mark as lost
Send Message — Send a push message via Arbox
Update Lead Status — Update lead status in Arbox
Update Membership — Update user membership

Searches (3)

Look up existing records

Get User General Notes — Get user general notes
Search Client or Lead — Finds a client or lead in Arbox by email or user id
Search Schedule — Search Schedule by dates and location

Arbox operations on Make

Triggers (23)

Start a workflow when this happens

Watch Amount of Check ins — Triggers when a client has x amount of check-ins
Watch Amount of Sessions — Trigger when a client books a number of sessions
Watch Appointment Booking — Triggers when a new appointment is booked
Watch Appointment Cancellation — Triggers when an appointment is cancelled
Watch Appointment Update — Triggers when an appointment is updated

Show 18 more triggers

Watch Canceled Membership — Triggers when membership is canceled
Watch Cancelled Event — Triggers when an event is cancelled
Watch Confirm Entry From Waiting List — Triggers when a user has to confirm entry from waiting list.
Watch Credit Refusal — Triggers when a recurring payment is refused.
Watch Entrance — Triggers when a user entered (access control)
Watch Entry From Waiting List — Triggers when a user entered a session from a waiting list
Watch Inactive User — Triggers when a user is inactive
Watch Lead Converted to Client — Triggers when a lead is converted to a new client
Watch Lost Lead — Triggers when a lead is marked as lost
Watch Medical Certificate/Waiver — Triggers when a user has/hasn't medical/waiver
Watch Membership Hold — triggers when a membership is suspended.
Watch New Client — Triggers when a new client is added to Arbox
Watch New Lead — Triggers when a new lead is created in Arbox.
Watch Purchase — Triggers when an item is purchased from app/site
Watch Renew Membership — Triggers when a client renew or create membership
Watch Trial Class — Triggers when a lead is booked to trial class
Watch Update Lead Status — Triggers when a lead status is updated
Watch User Cancel Registration — Triggers when a user cancels registration