Omnify and Salesflare

How to connect Omnify

When new Booking in Omnify, create meeting, then create call in Salesflare.
When new Client in Omnify, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Lead in Omnify, find or create contact in Salesflare.
When new Family Member in Omnify, find or create contact in Salesflare.
When invoice Paid in Omnify, create opportunity, then find or create contact in Salesflare.

Omnify is a scheduling & business management platform which enables you to sell various services from a single platform.

Start a workflow when this happens

Abandoned Booking — Triggers when a booking is marked as Abandoned.
Booking Detail — Triggers when a new booking is made; forwards all the booking details in the response.
Booking Update — Triggers when a booking object is updated; forwards all the booking details in the response.
Checkins — Triggers when a new check-in happens in the business.
Class Pack Renewal - Booking — Triggers on renewal of class pack booking.

Show 9 more triggers

Class Pack Renewal - Invoice — Triggers when class pack renewal invoice generated in the business.
Invoice Paid — Triggers when paid invoice is generated in the business.
Memberships Renewal - Booking — Triggers on renewal of membership booking.
Memberships Renewal - Invoice — Triggers when membership renewal invoice is generated in the business.
New Booking — Triggers when a new booking is made.
New Client — Triggers when a new client is added to the business.
New Family Member — Triggers when a new family member is added to the business.
New Lead — Triggers when a new client is added to the business.
Payment Reminder — Triggers within 3 hours from when the booking is made.