MakePlans and Salesflare
How to connect MakePlans
- Via Zapier — 10 operations available. Set it up ↗
- Via Make — 22 modules available. Set it up ↗
What you can automate
- When new Booking Confirmed in MakePlans, create meeting, then create call in Salesflare.
- When new Customer in MakePlans, find or create account, then find or create contact, then add contact to account in Salesflare.
About MakePlans
MakePlans is for online appointment booking, scheduling and signups for classes/events.
MakePlans operations on Zapier
Triggers (4)
Start a workflow when this happens
- Booking Cancelled — Triggers when a booking is cancelled.
- Booking Verified — Triggers when a new booking is verified.
- New Booking Confirmed — Triggers when a new booking is confirmed.
- New Customer — Triggers when an appointment by a new customer is made on the MakePlans booking site.
Actions (5)
Things Salesflare can make it do
- Cancel Booking — Cancel a booking.
- Confirm Booking — Confirm a booking.
- Create Booking — Create a booking.
- Create Customer — Create new customer. Please note that either name, email or phone number is required for creating a customer.
- Decline Booking — Decline a booking.
Searches (1)
Look up existing records
- Find Customer — Finds an existing customer.
MakePlans operations on Make
Triggers (8)
Start a workflow when this happens
- Watch Canceled Bookings — Watches for canceled bookings.
- Watch Confirmed Bookings — Watches for confirmed bookings.
- Watch Created Bookings — Watches for created bookings.
- Watch Created People — Watches for created people.
- Watch Declined Bookings — Watches for declined bookings.
Show 3 more triggers
- Watch Deleted Bookings — Watches for deleted bookings.
- Watch Modified Bookings — Watches for modified bookings.
- Watch Verified Bookings — Watches for verified bookings.
Actions (12)
Things Salesflare can make it do
- Cancel a Booking — Cancels a specified booking.
- Create a Booking — Creates a new booking.
- Create a Person — Creates a new person.
- Decline a Booking — Declines a specified booking.
- Delete a Booking — Deletes a specified booking. Deleting a booking will set its state to deleted and active to false.
Show 7 more actions
- Delete a Person — Deletes a specified person.
- Get a Booking — Returns a specified booking.
- Get a Person — Returns information about a specified person.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Booking — Updates a specified booking.
- Update a Person — Updates a specified person.
- Verify a Booking — Verifies a specified booking.
Searches (2)
Look up existing records
- List Bookings — Returns a list of bookings or searches them by specified queries.
- List People — Returns a list of people or searches people by specified queries.
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