Booqable and Salesflare
How to connect Booqable
- Via Zapier — 13 operations available. Set it up ↗
- Via Make — 32 modules available. Set it up ↗
What you can automate
- When completed Payment in Booqable, create opportunity, then find or create contact in Salesflare.
- When new Customer in Booqable, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Order in Booqable, create opportunity, then find or create contact in Salesflare.
About Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.
Booqable operations on Zapier
Triggers (7)
Start a workflow when this happens
- Completed Payment — Triggers when a payment is completed.
- Finalize Invoice — Triggers when an invoice is finalized.
- New Customer — Triggers when a new customer is added.
- Reserved Order — Triggers when an order is reserved.
- Started Order — Triggers when an order is started.
Show 2 more triggers
- Stopped Order — Triggers when an order is stopped.
- Updated Order — Triggers when an order is updated.
Actions (3)
Things Salesflare can make it do
- Create Customer — Create a new customer.
- Delete Customer — Delete a customer.
- Update Customer — Update a customer.
Searches (3)
Look up existing records
- Find Customer - By ID — Search for Customer by ID.
- Find Customer - By Name or Email — Search for Customer by name or email.
- Find Order - By ID — Search for Order by ID.
Booqable operations on Make
Actions (29)
Things Salesflare can make it do
- Archive a Customer — Archives an existing customer.
- Archive a Product Group — Archives an existing product group.
- Archive an Order — Archieves an order.
- Book Order's Items — Reserves items for the duration of the order.
- Cancel Order — Cancels an order.
Show 24 more actions
- Create a Customer — Creates a new customer.
- Create a Product Group — Creates a new product group.
- Create an Order — Creates a new order.
- Create an Order Line — Creates a new line in an order.
- Delete a Planning — Deletes a planning from an order.
- Delete an Order Line — Deletes an existing order line.
- Duplicate an Order — Duplicates an existing order.
- Get a Customer — Retrieves an existing customer.
- Get a Product Group — Retrieves an existing product group.
- Get a Product Pricing Structure — Retrieves the pricing structure of the product.
- Get an Order — Retrieves an existing order.
- Make an API Call — Performs an arbitrary authorized API call.
- Recalculates Prices — Recalculates the prices for the given order.
- Reserve an Order — Reserves an order and books all the products in it.
- Restore a Customer — Restores an existing customer.
- Restore a Product Group — Restores an existing product group.
- Revert Order to a Status — Reverts an order to a given status.
- Save an Order as a Concept — Saves an order as a concept.
- Start Order — Starts an order.
- Stop Order — Stops an order.
- Update a Customer — Updates an existing customer.
- Update a Product Group — Updates an existing product group.
- Update an Order — Updates an existing order.
- Update an Order Line — Updates an existing order line.
Searches (3)
Look up existing records
- List Customers — Retrieves a list of customers.
- List Orders — Retrieves a list of orders.
- List Product Groups — Retrieves a list of product groups.
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