dala.care and Salesflare

How to connect dala.care

Via Zapier — 46 operations available. Set it up ↗

About dala.care

dala.care is a complete platform designed to simplify home care operations, connect care providers and families, and improve outcomes.

dala.care operations on Zapier

Actions (29)

Things Salesflare can make it do

Add Care Recipient to Office — Assigns an existing care recipient to an additional office in Dala Care
Add Caregiver to Office — Assigns an existing caregiver to an additional office in Dala Care
Cancel Visit — Cancels a visit instance with a required reason. Cancelled visits can be reactivated later
Create Activity — Creates a new activity (task/care action) for a care recipient or care home in Dala Care
Create Care Recipient — Creates a new care recipient with personal details, address, and office assignment in Dala Care

Show 24 more actions

Create Care Recipient Absence — Records a planned absence for a care recipient (e.g. hospital stay, vacation). Affects visit scheduling
Create Caregiver — Creates a new caregiver with personal details and office assignment in Dala Care
Create Caregiver Absence — Records a planned absence for a caregiver (e.g. sick leave, vacation). Affects visit scheduling
Create Contact — Creates a new contact (e.g. family member, doctor) linked to a care recipient
Create Visit — Creates a new visit (appointment) with optional recurrence, caregiver assignment, and activity scheduling
Create Visit Type — Creates a new visit type for billing configuration — defines duration, billing code, and rates
Create and Schedule Activity — Creates a new activity and immediately links it to a visit series — combines Create Activity and Schedule Activity
Deactivate Care Recipient — Deactivates a care recipient from a specific office. The care recipient remains in the system but is no longer active
Deactivate Caregiver — Deactivates a caregiver from a specific office. The caregiver remains in the system but is no longer active
Delete Absence — Permanently deletes an absence by its internal ID. This action cannot be undone
Delete Absence by External ID — Permanently deletes an absence by its external system identifier. This action cannot be undone
Delete Activity — Permanently deletes an activity. This action cannot be undone
Delete Care Recipient File — Deletes a file from a care recipient's profile in Dala Care
Delete Visit — Permanently deletes a visit. This action cannot be undone — use Cancel Visit if you may need to restore it
Reactivate Care Recipient — Reactivates a previously deactivated care recipient in a specific office in Dala Care
Reactivate Caregiver — Reactivates a previously deactivated caregiver in a specific office in Dala Care
Reactivate Visit — Reactivates a previously cancelled visit instance in Dala Care
Schedule Activity to Visit — Links an existing activity to a visit series (visit definition) so it appears on scheduled visits
Update Activity — Updates an existing activity's details in Dala Care
Update Care Recipient — Updates a care recipient's details. This is a full replace — use 'Get Care Recipient by ID' first to preserve unchanged fields
Update Caregiver — Updates a caregiver's details. This is a full replace — use 'Get Caregiver by ID' first to preserve unchanged fields
Update Contact — Updates an existing contact's details for a care recipient. This is a full replace — fetch current values first
Update Visit — Updates a single visit instance. This is a full replace — use 'Get Visit by ID' first to preserve unchanged fields
Upload Care Recipient File — Uploads a file to a care recipient's profile in Dala Care

Searches (17)

Look up existing records

Find Activities by Care Recipient — Lists all activities (tasks/care actions) scheduled for a specific care recipient
Get Absence by External ID — Retrieves an absence record by its external system identifier — useful for integrations that track absences using their own IDs
Get Absence by ID — Retrieves an absence record by its unique ID
Get Care Recipient by ID — Retrieves full care recipient details including office roles, address, and personal information by their unique ID
Get Caregiver by ID — Retrieves full caregiver details including office roles and personal information by their unique ID

Show 12 more searches

Get Visit by ID — Retrieves full visit details including assigned caregivers and activities by the visit instance ID
Search Absences by Office — Lists all absences for an office within a date range, filtered by role type (e.g. CAREGIVER or CARE_RECIPIENT)
Search Activity Types — Finds activity types by title or ID — use to look up activity type IDs for activities
Search Care Recipient by PID — Finds a care recipient by their personal ID (PID) — useful when syncing from external systems
Search Care Recipients by Office — Lists all active care recipients assigned to a specific office
Search Caregiver by PID — Finds a caregiver by their personal ID (PID) — useful when syncing from external systems
Search Caregivers by Office — Lists all active caregivers assigned to a specific office
Search Contacts by Care Recipient — Lists all contacts (family, doctors, etc.) linked to a care recipient
Search Offices — Finds an office by name or ID — use to look up office IDs needed by other actions
Search Visit Types — Finds visit types by title, code, or ID — use to look up visit type IDs for billing configuration
Search Visits by Care Recipient — Lists all visits for a care recipient within a date range — includes caregiver assignments and status
Search Visits by Caregiver — Lists all visits assigned to a caregiver within a date range — includes care recipient info and status