dailypoint and Salesflare

CRM (Customer Relationship Management) dailypoint.com ↗

How to connect dailypoint

Via Zapier — 32 operations available. Set it up ↗

What you can automate

When new Guest Review in dailypoint, find or create contact in Salesflare.

About dailypoint

dailypoint is a hospitality CDP that unifies & cleans guest data, boosts CRM, and drives loyalty and revenue with AI-powered automation.

dailypoint operations on Zapier

Triggers (5)

Start a workflow when this happens

New Check-In — Triggers once for each guest who checks in at your property today. Each event is one guest with their room number, VIP level, and stay dates. Use this for real-time welcome workflows — send a Slack alert for VIPs, push a pre-arrival briefing to the front desk, or trigger a loyalty welcome email.
New Guest Review — Triggers once for each new guest questionnaire review or feedback submission in dailypoint. Each event is one review from one guest. Use this for automated service recovery — e.g. route negative feedback to the GM, trigger a follow-up email, or log all reviews to a spreadsheet.
New Stay — Triggers once for each new stay recorded in dailypoint — including arrival date, room, and revenue. Use this for post-checkout surveys, revenue tracking, loyalty point calculations, or syncing stay data to external systems. Each event is one stay for one guest.
New/Updated Profile Export — Triggers when a profile (with stays) is created or updated in the dailypoint MDB within the polling window.
Profile Created or Updated — Triggers once for each guest profile that is created or modified in dailypoint. Each trigger event contains one profile. Use this to sync profile changes to external systems, notify staff about VIP updates, or start onboarding workflows for new guests.

Actions (10)

Things Salesflare can make it do

Add Flag to Profile — Adds a flag to a guest profile. Flags are tags that mark profiles with important information — e.g. "Allergy Alert", "Complaint Open", "Corporate VIP", or any custom flag configured in dailypoint. Use this to tag profiles as part of automated workflows: after a complaint, loyalty tier change, or when an AI identifies a data quality issue.
Add or Update Interest — Adds or updates an existing dailypoint interest/preference on a guest profile by Interest Name and weight. Use "List Interest Definitions" first to resolve the exact configured Interest Name, because this endpoint does not create new interest definitions.
Create Profile — Creates a new guest profile in dailypoint. ALWAYS creates a new record — does not check for duplicates. Use this only when you are certain the guest does not already exist. If you are unsure, use "Create or Update Profile" instead, which will match existing profiles by email, GUID, or member number before creating a new one.
Create Voucher — Issues a new voucher for a guest based on a voucher template configured in dailypoint. Use this to automatically reward guests — e.g. after a complaint, on a loyalty tier upgrade, or as part of a campaign workflow.
Create or Update Profile — Creates a new guest profile or updates an existing one in dailypoint. Use this when you are unsure whether the guest already exists — the API will match by CustomerMasterId (if provided), or by email/GUID/MemberNumber. Unlike "Create Profile" (always creates new) or "Update Profile" (requires a known CustomerMasterId), this action handles both cases and supports richer data: postal address, loyalty membership, communication permissions, and payment info.

Show 5 more actions

Redeem Voucher — Redeems a voucher against a transaction at a specific property and outlet. Deducts the revenue amount from the voucher balance. Use "Check Voucher" first to verify eligibility before redeeming.
Remove Flag From Profile — Removes a flag from a guest profile. Use this to clear resolved flags — e.g. removing a "Complaint Open" flag after service recovery is complete, or clearing a temporary tag after processing.
Save Outlook Appointment — Saves an Outlook calendar event or meeting in dailypoint using the Outlook appointment endpoint. This is a simple one-way save action, not full calendar sync. It does not delete or update dailypoint records when an Outlook event is changed or cancelled. Two-way sync can be added later when the API exposes stable update/delete semantics.
Save Outlook Email — Saves an Outlook email in dailypoint using the same Outlook add-in mail-save endpoint. Use this with Microsoft Outlook triggers to automatically archive received or sent emails. dailypoint links the email based on sender/receiver address matching and service-request logic.
Update Profile — Updates an existing guest profile in dailypoint. Requires a known Customer Master ID — will fail if the profile does not exist. Only sends the fields you provide; omitted fields are left unchanged. Use "Find Profile" first to look up the Customer Master ID. If you are unsure whether the guest exists, use "Create or Update Profile" instead.

Searches (17)

Look up existing records

Check Voucher — Validates a voucher code and checks whether it can be redeemed for a given revenue amount and currency. Returns the voucher status, remaining balance, and eligibility. Use this at point of sale or check-in before attempting a redemption.
Find Profile — Searches for guest profiles and returns a list of matches. Use this when you need to FIND a guest by name, email, or member number but do not yet have their Customer Master ID. Returns basic profile data. For the complete Central Profile with all details, use "Get Full Profile" after finding the Customer Master ID. Search priority: CustomerMasterId → MemberNumber/Username → Firstname/Lastname/Email → general search.
Get AI Profile Snapshot — Returns an AI-generated natural-language summary of a guest profile. The snapshot is a pre-written human-readable briefing that includes stay history, preferences, loyalty status, and key insights — ideal for pre-arrival briefings or quick guest overviews. Unlike "Get Full Profile" which returns structured data fields, this returns a narrative text summary ready to present to hotel staff.
Get Flags — Returns all flags assigned to a guest profile, optionally filtered by flag category. Flags are used to tag profiles with important markers like "VIP", "Complaint Open", "Allergy Alert", or custom categories. Use this for pre-arrival checks, service recovery workflows, or to verify a guest's status before taking action.
Get Full Profile — Returns the complete Central Profile for a guest — all personal details, contact information, addresses, loyalty status, VIP level, and optionally AI-enriched data. This is the most comprehensive profile endpoint. Use "Find Profile" to search by name/email first, then this to get the full record. Supports lookup by Customer Master ID or GUID.

Show 12 more searches

Get Guests in House — Returns all guests currently checked in at a property on a given date, including room, stay, and profile details.
Get Interests — Returns the guest preferences and interests stored in their Central Profile — dietary requirements, room preferences, hobbies, and other personal preferences. Essential for pre-arrival briefings and personalisation use cases.
Get Loyalty Member — Returns loyalty membership details for a guest, including level, points, stay count, revenue, and membership status.
Get Outlook Tasks — Retrieves dailypoint tasks for a date range through the Outlook task sync endpoint. Use this to read dailypoint tasks that may be synced or mirrored into Outlook by a Zap. This search does not update, delete, or reconcile calendar events.
Get Reservations — Returns FUTURE reservations and bookings for a guest, including arrival/departure dates, room type, rate code, and booking status. Use this for pre-arrival briefings, VIP arrival monitoring, or to check upcoming stays. For PAST stay history with revenue data, use "Get Stays" instead.
Get Revenue Details — Returns detailed revenue breakdown for a specific stay — room revenue, F&B spend, spa charges, minibar, and other ancillary revenue items. Use this to understand guest spending patterns, support upsell decisions, or build revenue reports.
Get Reviews — Returns guest questionnaire reviews and feedback within a date range. Use this to retrieve complaint history, satisfaction scores, and feedback data for service recovery workflows, pre-arrival briefings, or quality management reporting.
Get Stays — Returns PAST and CURRENT stays (checked-in or checked-out) for a guest, including arrival/departure dates, room details, and revenue. Use this for stay history and spending analysis. For FUTURE bookings that have not yet arrived, use "Get Reservations" instead. Set PropertyId to 0 or leave empty to search across all properties.
Get Vouchers — Returns all vouchers associated with a guest profile by their Customer Master ID. Use this to see what vouchers a guest has (active, redeemed, expired). To validate a specific voucher CODE before redemption, use "Check Voucher" instead.
List All Flags — Returns the complete list of available flag definitions configured in dailypoint, including each flag's name and Value ID. ALWAYS call this before "Add Flag to Profile" or "Remove Flag From Profile" — the user will refer to flags by name (e.g. "VIP", "Meetings"), but the API needs the numeric Value ID. Call this without a filter to get ALL flags, then match the user's request to the closest flag name (users may use approximate names like "Meeting" instead of "Meetings" or "VIP" instead of "VIP Guest").
List Interest Definitions — Returns the available interest definitions configured in dailypoint, including general, food, and room interests. Call this before "Add or Update Interest" when the user gives a natural-language preference such as "vegetarian", "spa", or "high floor", because the write endpoint expects an existing dailypoint Interest Name.
List Properties — Returns all properties (hotels) configured in this dailypoint instance with their Property IDs and names. Use this to look up the correct Property ID when another action requires one — e.g. before calling "Get Guests in House", "New Check-In" trigger, or "Get Stays". The user can say "check who is in house at the Grand Hotel" and the AI uses this list to resolve "Grand Hotel" to its numeric Property ID.