Planning Pod and Salesflare
How to connect Planning Pod
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When new Appointment in Planning Pod, create meeting, then create call in Salesflare.
- When new Attendee in Planning Pod, find or create contact in Salesflare.
- When new Contact in Planning Pod, find or create contact in Salesflare.
- When new Form Response in Planning Pod, find or create contact in Salesflare.
- When new Invoice Payment in Planning Pod, create opportunity, then find or create contact in Salesflare.
- When new Invoice in Planning Pod, create opportunity, then find or create contact in Salesflare.
About Planning Pod
Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.
Planning Pod operations on Zapier
Triggers (13)
Start a workflow when this happens
- New Appointment — Triggers when a new appointment is created in the calendar.
- New Attendee — Triggers when a new attendee is created in an event.
- New Contact — Triggers when a new contact is created.
- New Contract Signature — Triggers when a contract has been signed.
- New Deposit — Triggers when a new deposit is created.
Show 8 more triggers
- New Form Response — Triggers when a new form response is captured.
- New Invoice — Triggers when a new invoice is created.
- New Invoice Payment — Triggers when a new payment is created for an invoice.
- New Lead — Triggers when a new lead is created.
- New Proposal — Triggers when a new proposal has been created.
- New Proposal Signature — Triggers when a proposal has been signed.
- New Ticket Payment — Triggers when a new ticket payment is created.
- New To-Do — Triggers when a new to-do is created in an event.
Actions (2)
Things Salesflare can make it do
- Create Contact — Creates a new contact.
- Create Lead — Creates a new lead.
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