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

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

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.

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.

idloom and Salesflare