CaptainBook.io and Salesflare

How to connect CaptainBook.io

When diary Notes Updated in CaptainBook.io, create internal note in Salesflare.
When new Booking in CaptainBook.io, create meeting, then create call in Salesflare.
When new Customer in CaptainBook.io, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Transaction in CaptainBook.io, create opportunity, then find or create contact in Salesflare.
When updated Booking in CaptainBook.io, create meeting, then create call in Salesflare.

CaptainBook.io is a booking and ticketing software for travel tours and experience companies.

Start a workflow when this happens

All Questions Answered — Triggers when all mandatory questions have been answered for a booking.
All Waivers Signed — Triggers when all waivers have been signed.
Canceled Booking — Triggers when a booking is canceled.
Diary Notes Updated — Triggers when a user updates diary notes for an availability.
Guest Mandatory Questions Answered — Triggers when all mandatory questions have been answered for a guest.

Show 4 more triggers

New Booking — Triggers when a booking is received.
New Customer — Triggers when a customer is created in your workspace.
New Transaction — Triggers when a new transaction is created.
Updated Booking — Triggers when a booking is updated (when a reservation is confirmed for example, or any change to a booking).

Start a workflow when this happens

Watch All Mandatory Questions Answered — Triggers when all mandatory questions for a booking have been answered
Watch Answered Mandatory Guest Questions — Triggers when all mandatory questions for a guest have been answered.
Watch Cancelled Booking — Triggers when a booking is cancelled
Watch Changed Booking — Triggers when a booking is rescheduled.
Watch Confirmed Booking — Triggers when a booking is confirmed

Show 4 more triggers

Watch Customer Created — Triggers when a customer is created.
Watch Diary Notes Updated — Triggers when diary notes for an availability have been updated.
Watch Documents Signed Complete — Triggers when all documents for a booking have been signed.
Watch Saved Booking Transaction — Triggers when a booking transaction is saved.