Guidly and Salesflare
How to connect Guidly
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Booking in Guidly, create meeting, then create call in Salesflare.
- When new Client in Guidly, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Payment in Guidly, create opportunity, then find or create contact in Salesflare.
About Guidly
Guidly is a booking and scheduling platform for coaches, instructors and service providers, with payments and reminders built in.
Guidly operations on Zapier
Triggers (6)
Start a workflow when this happens
- Cancelled Booking — Triggers when a booking is cancelled.
- Confirmed Booking — Triggers when a booking is confirmed.
- New Booking — Triggers when a new booking is created.
- New Client — Triggers when a new client is added.
- New Payment — Triggers when a payment is received for a session.
Show 1 more triggers
- Rescheduled Booking — Triggers when a booking is moved to a new time.
Actions (1)
Things Salesflare can make it do
- Create Client — Creates a new client.
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