What you can automate

When new Appointment Scheduled in Metaforma, create meeting, then create call in Salesflare.

When new Contact in Metaforma, find or create contact in Salesflare.

When tag Added to Contact in Metaforma, find or create contact in Salesflare.

When new Opportunity Created in Metaforma, create opportunity in Salesflare.

When payment Received in Metaforma, create opportunity, then find or create contact in Salesflare.

When new Webinar Registration in Metaforma, create meeting, then create call in Salesflare.

About Metaforma

Metaforma is a CRM, Webinar, Scheduler & Marketing automation for coaches and trainers

Metaforma operations on Zapier

Start a workflow when this happens

Appointment Cancelled — Triggers when an appointment is cancelled.
New Appointment Scheduled — Triggers when a new appointment is scheduled.
New Contact — Triggers when a new contact is created.
New Opportunity Created — Triggers when a new opportunity is created in a pipeline.
New Webinar Registration — Triggers when a contact registers to a webinar.

Show 4 more triggers

Payment Received — Triggers when a payment is successfully received.
Tag Added to Contact — Triggers when a tag is added to an existing contact.
Webinar Absent — Triggers when a registered contact did not attend a webinar.
Webinar Attended — Triggers when a contact attends a webinar live.

Things Salesflare can make it do

Add Contact to Automation — Enrolls a contact (by ID or email) into an automation workflow.
Add Contact to List — Adds a contact (by ID or email) to a contact list.
Add Tag to Contact — Attaches an existing tag (by ID) or a new tag (by name) to a contact (by ID or email).
Create Contact — Creates a new contact.
Create Opportunity — Creates a new opportunity (deal) in a pipeline, optionally attached to a contact (by ID or email).

Show 7 more actions

Create Task — Creates a new task, optionally attached to a contact (by ID or email) and/or an opportunity.
Enroll Contact in Formation — Enrolls a contact (by ID or email) into a formation.
Register Contact to Webinar — Registers an existing contact (by ID or email) to a webinar.
Remove Contact From List — Removes a contact (by ID or email) from a contact list.
Remove Tag From Contact — Detaches a tag (by ID or name) from a contact (by ID or email).
Schedule Appointment — Books an appointment on a calendar event.
Update Contact — Updates an existing contact (by ID or by current email).

Look up existing records

Find Automation — Lists automations. Used as dynamic dropdown for Automation pickers.
Find Calendar Event — Lists calendar events. Used as dynamic dropdown for appointment event pickers.
Find Contact Field — Lists contact fields (standard + custom).
Find Contact List — Lists contact lists. Used as dynamic dropdown for List pickers.
Find Formation — Lists formations. Used as dynamic dropdown for Formation pickers.

Show 3 more searches

Find Pipeline — Lists pipelines and their stages. Used as dynamic dropdown for Pipeline pickers.
Find Tag — Lists tags. Used as dynamic dropdown for Tag pickers.
Find Webinar — Lists webinars. Used as dynamic dropdown for Webinar pickers.

Metaforma and Salesflare