Eoovi Consult and Salesflare

How to connect Eoovi Consult

What you can automate

  • When new Clients in Eoovi Consult, find or create account, then find or create contact, then add contact to account in Salesflare.

About Eoovi Consult

Consultation service for professionals with long term video storage for legality and indemnity.

Eoovi Consult operations on Zapier

Triggers (1)

Start a workflow when this happens

  • New Clients — Triggers when a new user is created.

Actions (2)

Things Salesflare can make it do

  • Create Client — Creates a client on the platform.. This action does not create a schedule
  • Schedule Meeting — Creates a user (if reference number is unique) and creates a scheduled meeting within the Consult platform.

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