idloom and Salesflare
How to connect idloom
- Via Zapier — 23 operations available. Set it up ↗
What you can automate
- When new Attendee in idloom, find or create contact in Salesflare.
- When new Credit-Note in idloom, create internal note in Salesflare.
- When new Invoice in idloom, create opportunity, then find or create contact in Salesflare.
- When new Transaction in idloom, create opportunity, then find or create contact in Salesflare.
About idloom
idloom is a complete and professional tool that manages and automates all key aspects of event management.
idloom operations on Zapier
Triggers (13)
Start a workflow when this happens
- Attendee Hooks — Trigger when a attendee registers, is updated or deleted on your events, or when a custom menu function is called.
- Event Hooks — Trigger when an event is created, updated or deleted, or when the custom menu is called in the event detail screen.
- New Attendee — Polls your event regularly to find new attendee registrations.
- New Category — Polls your event regularly to find new categories.
- New Credit-Note — Polls your event or account regularly to find new credit-notes.
Show 8 more triggers
- New Event — Polls your account regularly to find new events.
- New Fields — Polls your event regularly to find new field.
- New Invoice — Polls your event or account regularly to find new invoices.
- New Option — Polls your event regularly to find new options.
- New Profile — Polls your account regularly to find new profiles.
- New Receipt — Polls your event or account regularly to find new receipts.
- New Transaction — Polls an attendee regularly to find new transactions.
- Transaction Hooks — Trigger when a Payment transaction is added.
Actions (7)
Things Salesflare can make it do
- Create Attendee — Creates a new attendee.
- Create Check-In — Create new check-in or check-out for an attendee in your events using APIs.
- Create Event — Creates a new event.
- Create Payment Transaction — Creates new payment transaction for a given attendee or invoice.
- Find or Create Attendee — Looks up a specific attendee when provided identifying information.
Show 2 more actions
- Find or Create Event — Looks up a specific event when provided identifying information.
- Update Event — Updates an event based on id.
Searches (3)
Look up existing records
- Search for Attendee — Looks up a specific attendee when provided identifying information.
- Search for Attendees Statuses — Finds all attendees statuses based on event.
- Search for Event — Looks up a specific event when provided identifying information.
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