BookingKoala and Salesflare

How to connect BookingKoala

When booking Completed in BookingKoala, create meeting, then create call in Salesflare.
When new Invoice in BookingKoala, create opportunity, then find or create contact in Salesflare.
When customer Updated in BookingKoala, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Booking in BookingKoala, create meeting, then create call in Salesflare.
When new Customer in BookingKoala, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Quote in BookingKoala, create opportunity in Salesflare.

BookingKoala is a booking platform for service businesses such as cleaning, dog walking, spa, and tutoring services.

Start a workflow when this happens

Show 14 more triggers

Booking Deleted — Triggered when booking is deleted.
Booking Updated — Triggers when a booking is updated.
Charge Invoice — Triggered when invoice is partially paid/ fully paid.
Customer Updated — Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
New Booking — Triggers when a booking is created.
New Customer — Triggers when a customer is created.
New Invoice — Triggered when invoice is created.
New Provider — Triggers when a provider is created.
New Quote — Triggered when quote is created.
New Rating — Triggers when a customer rates your service.
Provider Deleted — Triggers when a provider is deleted.
Provider Payout — Triggers when provider payments paid
Provider Updated — Triggers when a provider profile is updated.
Update Invoice — Triggered when invoice is updated.

Things Salesflare can make it do

Start a workflow when this happens

Show 14 more triggers

Watch Deleted Booking — Triggers when a booking is deleted.
Watch Deleted Provider — Triggers when a provider is deleted.
Watch Invoice Charge — Triggered when invoice is partially paid/ fully paid.
Watch New Booking — Triggers when a booking is created.
Watch New Customer — Triggers when a customer is created.
Watch New Invoice — Triggered when invoice is created.
Watch New Provider — Triggers when a provider is created.
Watch New Quote — Triggered when quote is created.
Watch New Rating — Triggers when a customer rates your service.
Watch Provider Payout — Triggers when a provider payment is paid.
Watch Updated Booking — Triggers when a booking is updated.
Watch Updated Customer — Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Watch Updated Invoice — Triggered when invoice is updated.
Watch Updated Provider — Triggers when a provider profile is updated.