Oveit and Salesflare

How to connect Oveit

When new Order in Oveit, create opportunity, then find or create contact in Salesflare.
When new Placed Order in Oveit, create opportunity, then find or create contact in Salesflare.
When new Payment in Oveit, create opportunity, then find or create contact in Salesflare.

Oveit simplifies event registration, offering automated processes, data-driven insights, and CRM integration to improve attendee experience

Start a workflow when this happens

New Canceled Order — Triggers when an order is canceled, manually by an operator or after a failed or canceled payment.
New Canceled Payment — Triggers when a recorded bank transfer or check on a house account order is voided.
New Order — Triggers when a new order is complete.
New Payment — Triggers when a payment on a house account order is confirmed (bank transfer or check recorded, Shift4 card or payment link charge confirmed).
New Placed Order — Triggers when an order is placed and awaits payment confirmation (bank transfer or house account).

Show 2 more triggers

New Refund — Triggers when a payment is refunded in full or in part (Shift4 payments on house account orders and online orders paid through Shift4).
New or Updated Ticket — Triggers when a new ticket is issued or edited.

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