EquipDash and Salesflare

CRM (Customer Relationship Management) equipdash.com ↗

How to connect EquipDash

Via Zapier — 92 operations available. Set it up ↗

What you can automate

When booking Completed in EquipDash, create meeting, then create call in Salesflare.
When booking Status Changed in EquipDash, create meeting, then create call in Salesflare.
When booking Updated in EquipDash, create meeting, then create call in Salesflare.
When customer Updated in EquipDash, find or create account, then find or create contact, then add contact to account in Salesflare.
When form Response Submitted in EquipDash, find or create contact in Salesflare.
When new Booking in EquipDash, create meeting, then create call in Salesflare.

About EquipDash

EquipDash is a AI-powered equipment rental and tour booking software built for outdoor recreation operators.

EquipDash operations on Zapier

Triggers (44)

Start a workflow when this happens

Booking Cancelled — Triggers when a booking is cancelled.
Booking Checked In — Triggers when a booking is checked in.
Booking Completed — Triggers when a booking is completed.
Booking Picked Up — Triggers when a booking is picked up.
Booking Returned — Triggers when a booking is returned.

Show 39 more triggers

Booking Status Changed — Triggers when a booking status changes.
Booking Updated — Triggers when a booking is updated.
Bundle Created — Triggers when a new bundle is created.
Customer Deleted — Triggers when a customer is deleted.
Customer Updated — Triggers when a customer is updated.
Experience Archived — Triggers when an experience is archived.
Experience Created — Triggers when a new experience is created.
Experience Schedule Created — Triggers when an experience schedule is created.
Experience Schedule Deleted — Triggers when an experience schedule is deleted.
Experience Schedule Updated — Triggers when an experience schedule is updated.
Experience Updated — Triggers when an experience is updated.
Form Response Submitted — Triggers when a form response is submitted.
Inventory Added — Triggers when inventory is added to a product.
Inventory Removed — Triggers when inventory is removed from a product.
Inventory Updated — Triggers when inventory is updated.
New Booking — Triggers when a new booking is created.
New Customer — Triggers when a new customer is created.
Payment Balance Due — Triggers when a payment balance is due.
Payment Received — Triggers when a payment is received.
Payment Refunded — Triggers when a payment is refunded.
Product Archived — Triggers when a product is archived.
Product Created — Triggers when a new product is created.
Product Updated — Triggers when a product is updated.
Promo Code Created — Triggers when a new promo code is created.
Promo Code Updated — Triggers when a promo code is updated.
Shift Created — Triggers when a new shift is created.
Shift Deleted — Triggers when a shift is deleted.
Shift Published — Triggers when a shift is published.
Shift Updated — Triggers when a shift is updated.
Store Product Created — Triggers when a new store product is created.
Store Product Inventory Adjusted — Triggers when a store product inventory is adjusted.
Store Product Low Stock — Triggers when a store product reaches low stock.
Store Product Updated — Triggers when a store product is updated.
Survey Response Submitted — Triggers when a survey response is submitted.
Voucher Redeemed — Triggers when a voucher is redeemed.
Voucher Sold — Triggers when a voucher is sold.
Waitlist Entry Created — Triggers when a new waitlist entry is created.
Workshop Item Added — Triggers when an item is added to the workshop.
Workshop Item Removed — Triggers when an item is removed from the workshop.

Actions (36)

Things Salesflare can make it do

Add Inventory to Product — Adds inventory to a product.
Add Note to Booking — Adds a note to a booking.
Add Note to Customer — Adds a note to a customer.
Add Note to Workshop — Adds a note to a workshop item.
Add Payment to Booking — Adds a payment to a booking.

Show 31 more actions

Add Pricing to Product — Adds a pricing tier to a product.
Add Schedule to Experience — Adds a schedule slot to an experience.
Add Variation to Product — Adds a variation to a product.
Add Variation to Store Product — Adds a variation to a store product. Variations are defined by property values (e.g. Size=Large, Color=Red).
Add to Workshop — Adds an item to the workshop.
Adjust Store Inventory — Adjusts the inventory of a store product.
Archive Experience — Archives an experience.
Archive Product — Archives a product.
Cancel Booking — Cancels a booking.
Create Booking — Creates a new booking.
Create Customer — Creates a new customer.
Create Experience — Creates a new experience.
Create Experience Category — Creates a new experience category.
Create Product — Creates a new product.
Create Product Category — Creates a new product category.
Create Promo Code — Creates a new promo code.
Create Shift — Creates a new staff shift.
Create Store Product — Creates a new store product.
Create Tag — Creates a new tag.
Create Voucher — Creates a new voucher.
Create Waitlist Entry — Creates a new waitlist entry.
Delete Customer — Deletes a customer.
Delete Store Product — Deletes a store product.
Notify Waitlist Entry — Sends a notification for a waitlist entry.
Remove From Workshop — Removes an item from the workshop.
Update Booking Status — Updates the status of a booking.
Update Customer — Updates a customer.
Update Experience — Updates an experience.
Update Product — Updates a product.
Update Store Product — Updates a store product.
Update Tags on Booking — Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.

Searches (12)

Look up existing records

Check Experience Availability — Checks availability of an experience schedule.
Check Product Availability — Checks availability of a product for given dates.
Find Booking — Finds a booking.
Find Bundle — Finds a bundle.
Find Customer — Finds a customer.