Perkstar and Salesflare

Marketing Automation perkstar.co.uk ↗

How to connect Perkstar

Via Zapier — 43 operations available. Set it up ↗

What you can automate

When booking Created in Perkstar, create meeting, then create call in Salesflare.
When customer Lifecycle Group Changed in Perkstar, find or create account, then find or create contact, then add contact to account in Salesflare.
When feedback Submitted in Perkstar, create internal note in Salesflare.
When new Customer Enrolment in Perkstar, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Customer Referral in Perkstar, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Loyalty Transaction in Perkstar, create opportunity, then find or create contact in Salesflare.

About Perkstar

Perkstar is a digital wallet and customer loyalty platform for creating branded passes, rewards, memberships, and campaigns.

Perkstar operations on Zapier

Triggers (29)

Start a workflow when this happens

Automation Fired — Triggers when an automated-message firing is recorded.
Booking Attended — Triggers when a booking is marked attended.
Booking Cancelled — Triggers when a booking is cancelled.
Booking Confirmed — Triggers when a booking is confirmed.
Booking Created — Triggers when a booking is created.

Show 24 more triggers

Booking Marked as No-Show — Triggers when a booking is marked as a no-show.
Broadcast Sent — Triggers when a wallet broadcast completes delivery processing.
Card Scanned — Triggers when an online scanner lookup successfully finds a customer card.
Coupon Redeemed — Triggers when a coupon card is redeemed.
Customer Anonymised — Triggers when a customer’s personal data is anonymised.
Customer Card Expired — Triggers when an enrolment reaches its effective card expiry, once per expiry instant; extending it can produce a later event.
Customer Lifecycle Group Changed — Triggers when a customer moves between lifecycle groups, not when a saved segment changes.
Customer Unenrolled — Triggers when a customer’s access to a loyalty card ends.
Feedback Submitted — Triggers when a customer submits feedback for a loyalty card.
Gift Card Purchased — Triggers when a paid gift card purchase is fulfilled.
Gift Card Redeemed — Triggers when value is spent from a gift card.
Loyalty Tier Changed — Triggers when a customer’s status, cashback, or discount tier changes.
Membership Cancelled — Triggers when a recurring membership is cancelled or expires incomplete.
Membership Purchased — Triggers when a recurring or one-off membership first activates.
Membership Renewed — Triggers when a recurring membership renews for a new billing period.
Multipass Purchased — Triggers when a multipass is purchased or topped up.
New Customer Enrolment — Triggers when a customer is enrolled in a loyalty card.
New Customer Referral — Triggers when one customer refers another customer to a loyalty card.
New Loyalty Transaction — Triggers when a loyalty transaction is committed.
Reward Redeemed — Triggers when a reward, offer, voucher, or milestone is redeemed.
Ticket Cancelled — Triggers when a ticket event is cancelled.
Ticket Purchased — Triggers when a paid ticket purchase is fulfilled.
Ticket Refunded — Triggers when a ticket payment is refunded or charged back.
Wallet Pass Installed — Triggers when a customer’s Apple or Google Wallet pass installation is first observed; Google observation is periodic and can be delayed by provider cadence or projector backlog.

Actions (12)

Things Salesflare can make it do

Add Stamp or Visit — Adds one or more stamps or visits to a customer’s loyalty card.
Award Points — Awards a specific number of points to a customer.
Create Customer — Creates a customer; a matching external reference safely returns the existing record.
Enrol Customer in a Card — Enrols a customer in a loyalty card, creating the customer first when needed.
Find or Create Customer — Finds a matching customer or creates one when no match exists.

Show 7 more actions

Find or Enrol Customer in a Card — Finds a matching enrolment or enrols the customer when no match exists.
Record Loyalty Activity — Records a purchase, visit, stamp, points award, discount purchase, or redemption.
Record Purchase — Records a purchase amount on a customer’s cashback or discount card.
Redeem Loyalty Balance — Redeems a whole-number loyalty balance or prepaid visit from a customer’s card.
Reverse Loyalty Transaction — Reverses a previously recorded loyalty transaction.
Send Wallet Push — Sends a consent-checked wallet push to a customer’s pass.
Update Customer — Updates an existing customer.

Searches (2)

Look up existing records

Find Customer — Finds a customer by customer ID, email, phone, external reference, or pass barcode.
Find Enrolment or Pass — Finds a customer’s enrolment and wallet pass links by customer ID, email, phone, external reference, or pass barcode.