Birdeye and Salesflare
How to connect Birdeye
- Via Zapier — 25 operations available. Set it up ↗
What you can automate
- When new Appointment in Birdeye, create meeting, then create call in Salesflare.
- When new Ticket in Birdeye, create task in Salesflare.
- When new Contact in Birdeye, find or create contact in Salesflare.
- When new Invoice in Birdeye, create opportunity, then find or create contact in Salesflare.
- When new Lead in Birdeye, find or create contact in Salesflare.
- When new Payment in Birdeye, create opportunity, then find or create contact in Salesflare.
About Birdeye
Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.
Birdeye operations on Zapier
Triggers (16)
Start a workflow when this happens
- Cancel Appointment — Triggers when an appointment is cancelled at Birdeye.
- Complete Appointment — Triggers when an appointment completes at Birdeye
- Confirm Appointment — Triggers when an appointment is confirmed at Birdeye.
- New Canceled Invoice — Triggers when a payment request is canceled in birdeye
- New Appointment — Triggers when a new appointment is created
Show 11 more triggers
- New Contact — Triggers when a new contact created
- New Invoice — Triggers when a new invoice is created in birdeye
- New Lead — Triggers when new lead is created in birdeye
- New Payment — Triggers when a new payment is created in birdeye
- New Refund — Triggers when a new refund is created in birdeye
- New Review — Triggers when a Birdeye review is created
- New Ticket — Triggers when a new Ticket is created in Birdeye
- No Show Appointment — Triggers when an appointment is marked as no show.
- Review Deleted — Triggers when a Birdeye review is deleted
- Review Updated — Triggers when a Birdeye review is updated
- Survey Completed — Triggers when a Birdeye survey is completed by a customer
Actions (9)
Things Salesflare can make it do
- Create Appointment — Creates new appointments in the BE dashboard.
- Create Customer — Creates a new customer for a specified business.
- Create Invoice — Creates a new invoice in birdeye when invoice created in quickbooks
- Get Contact Details — To get contact information from birdeye using contact Id
- Integration Callback — Creates integration if required and updates load date
Show 4 more actions
- Mark Invoice as Paid — Mark a transaction as paid
- Update Appointment — Will perform cancel/confirm/complete/reschedule/noshow operations in BE dashbaord.
- Update External Appointment Id in Birdeye — Updates external appointmentId.
- Update Ticket — Update Ticket In Birdeye when a ticket gets Update in CRM
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