CourseSight and Salesflare
How to connect CourseSight
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When dedicated Course Booking Added in CourseSight, create meeting, then create call in Salesflare.
- When dedicated Course Booking Changed in CourseSight, create meeting, then create call in Salesflare.
- When company Link Added in CourseSight, find or create account in Salesflare.
- When company Link Changed in CourseSight, find or create account in Salesflare.
- When material Order Added in CourseSight, create opportunity, then find or create contact in Salesflare.
- When material Order Changed in CourseSight, create opportunity, then find or create contact in Salesflare.
About CourseSight
CourseSight is a course booking and training management system designed to help training providers manage the sales and delivery of the courses they offer.
CourseSight operations on Zapier
Triggers (17)
Start a workflow when this happens
- Company Link Added — Triggers when a company link is added.
- Company Link Changed — Triggers when the details of a company link changes.
- Company Link Removed — Triggers when a company link is removed.
- Dedicated Course Booking Added — Triggers when a new dedicated course booking is received.
- Dedicated Course Booking Changed — Triggers when the details of a dedicated course booking changes.
Show 12 more triggers
- Delegate Added — Triggers when a delegate is booked on a course.
- Delegate Cancelled — Triggers when a delegate is cancelled from an open course.
- Delegate Course Completed — Triggers when a delegate completes a course.
- Delegate Moved — Triggers when a delegate is moved from one course to another.
- Delegate Replaced — Triggers when a delegate is replaced on a course.
- Delegate Updated — Triggers when the details of a delegate are updated.
- Material Order Added — Triggers when a new material order is received.
- Material Order Changed — Triggers when the details of a material order changes.
- Open Course Booking Added — Triggers when a new open course booking is received.
- Open Course Booking Changed — Triggers when the details of an open course booking changes.
- Order Added — Triggers when a new order containing one or more order items is created.
- Order Changed — Triggers when an order containing one or more order items is changed.
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