Boulevard and Salesflare
How to connect Boulevard
- Via Zapier — 21 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
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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