Salesflare Salesflare Integrations

EquipDash and Salesflare

CRM (Customer Relationship Management) equipdash.com ↗

How to connect EquipDash

What you can automate

  • When booking Completed 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.
  • When new Customer in EquipDash, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When payment Received in EquipDash, create opportunity, then find or create contact 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.
Show 7 more searches
  • Find Experience — Finds a experience.
  • Find Product — Finds a product.
  • Find Promo Code — Finds a promo code.
  • Find Staff — Finds a staff.
  • Find Store Product — Finds a store product.
  • Find Voucher — Finds a voucher.
  • Get Store Product Inventory — Gets inventory details for a store product.

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