Boulevard and Salesflare

How to connect Boulevard

What you can automate

  • When appointment Completed in Boulevard, create meeting, then create call in Salesflare.
  • When new Appointment in Boulevard, create meeting, then create call in Salesflare.
  • When new Client in Boulevard, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When client Updated in Boulevard, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When order Completed in Boulevard, create opportunity, then find or create contact in Salesflare.

About Boulevard

Boulevard is the first client experience platform purpose-built to accelerate sales and eliminate stress for self-care, appointment-based businesses.

Boulevard operations on Zapier

Triggers (9)

Start a workflow when this happens

  • Appointment Cancelled — Triggers when an appointment is cancelled.
  • Appointment Completed — Triggers when an appointment is completed.
  • Appointment Rescheduled — Triggers when an appointment is rescheduled.
  • Client Updated — Triggers when an existing client is updated.
  • Entity Tags Added — New tags were added to a taggable entity
Show 4 more triggers
  • Entity Tags Removed — Tags were removed from a taggable entity
  • New Appointment — Triggers when an appointment is created.
  • New Client — Triggers when a new client is created.
  • Order Completed — Triggers when an order is closed.

Actions (7)

Things Salesflare can make it do

  • Add Tag — Tag a client or appointment.
  • Create Client — Creates a new client.
  • Create Client Note — Creates a new client note.
  • Create Timeblock — Creates a block of time on the calendar.
  • Delete Timeblock — Deletes a block of time on the calendar.
Show 2 more actions
  • Update Appointment — Updates an appointment note or state.
  • Update Client — Updates a client.

Searches (5)

Look up existing records

  • Find Appointment — Finds an appointment by ID.
  • Find Client by Email — Finds a client by their email address.
  • Find Client by External ID — Finds a client by their external ID.
  • Find Client by ID — Finds a client by their ID.
  • Find Order by ID — Finds an Order by it's ID.

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