AthletaDesk and Salesflare

How to connect AthletaDesk

When client Added to Event in AthletaDesk, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Email in AthletaDesk, find or create contact in Salesflare.
When new Invoice in AthletaDesk, create opportunity, then find or create contact in Salesflare.
When payment Added in AthletaDesk, create opportunity, then find or create contact in Salesflare.
When new Client in AthletaDesk, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Updated in AthletaDesk, find or create account, then find or create contact, then add contact to account in Salesflare.

AthletaDesk is a business management tool for personal trainers, handling scheduling, payments, and client communication—all in one platform.

Start a workflow when this happens

Attendance Taken — Triggers when attendance is taken or edited for a calendar event.
Client Added to Event — Triggers when a client is added to an event on the calendar.
Client Updated — Triggers when a client's profile information is updated.
New Client — Triggers when a new client is added to your AthletaDesk account.
New Email — Triggers when a new email message is created.

Show 3 more triggers

New Invoice — Triggers when a new invoice is created (manually or by auto-invoicing).
New SMS — Triggers when a new SMS message is created.
Payment Added — Triggers when a payment is recorded in an Account.

Things Salesflare can make it do

Add Client — Adds a new client to your AthletaDesk account.
Add Payment — Records a payment in the Account
Update Client — Updates a client's details, such as, status (Active, Trial, Lead, Waiting, Inactive), name, email, phone, birthday, etc.

Look up existing records

Find Attendance Records — Find a specific event's attendance by student
Find Account Contact — Finds first Account Contact based on Account ID or on search text.
Find All Account Contacts — Finds all account contacts based on Account ID or on search text.
Find Client — Finds clients based on Client ID or on search text.
Find Event — Finds an event based on Event ID.

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