Salesflare Salesflare Integrations

Reservanto and Salesflare

reservanto.cz ↗

How to connect Reservanto

What you can automate

  • When new Customer Created in Reservanto, create an account, then create a contact, then add a contact to an account in Salesflare.
  • When new Customer Edited in Reservanto, create an account, then create a contact, then add a contact to an account in Salesflare.
  • When new Event Payment edited in Reservanto, create an opportunity, then create a contact in Salesflare.

Reservanto operations on Make

Triggers (10)

Start a workflow when this happens

  • Watch Customer Created — Triggered after customer is created
  • Watch Customer Deleted — Triggered after customer is deleted
  • Watch Customer Edited — Triggered after customer is edited
  • Watch Event Canceled — Triggered after event (booking) is canceled.
  • Watch Event Created — Web hook triggered after event (booking) is created
Show 5 more triggers
  • Watch Event Payment edited — Triggered after event (booking) payment is edited
  • Watch Event Time edited — Triggered after event (booking) date is edited
  • Watch FreeTime Created — Triggered after free time is created
  • Watch FreeTime Deleted — Triggered after free time is deleted
  • Watch FreeTime Time edited — Triggered after free time date is changed

Actions (36)

Things Salesflare can make it do

  • Refund a Voucher Booking Payment — Cancels a reservation payment.\nRestores voucher code validity
  • Add a Pass to a Customer — Adds a season pass to the customer.
  • Add a Payment Via Credit — Pays an existing reservation with\nthe given credit amount.
  • Add a Payment Via Service Substitution — Pays an existing reservation with\ncustomer's replacements.
  • Booking Add Payment Via Pass — Pays an existing reservation with\na passed subscription.
Show 31 more actions
  • Cancel a Booking — Cancels an already created\nreservation.
  • Confirm a Booking — Confirms a reservation that is in\nthe state of waiting for confirmation.
  • Create a Booking — Creates a new reservation for a\nlisted term with a specified customer.
  • Create a Customer — Creates a new customer for the\ncurrently logged in merchant.
  • Create a New EMS Booking — Creates a new reservation for the\nrequested term with the specified customer.
  • Create or Update a Customer Note — Adds (updates) a note for a given\ncustomer.
  • Customer Details — Načte detaily jednotlivého zákazníka podle jeho interního Id.
  • Edit a Customer — Updates an existing customer for\nthe currently logged in merchant.
  • FreeTime Create — Creates a new free space for a\nspecific resource for a given term.
  • FreeTime Delete — Deletes free time
  • FreeTime Get — Get details of free time
  • Get a BookingResource — Loads a specific source by its\ninternal id.
  • Get a BookingResource Availability — Retrieves the availability of given\nresources for a given period.
  • Get a BookingService — Loads a specific service,\naccording to its internal id from the currently logged in merchant.
  • Get a Class — Retrieves a term by its internal\nidentifier.
  • Get a Course — Returns a course by its identifier.
  • Get a Customer — Retrieves a customer by their\ninternal Id.
  • Get a Location — Retrieves a list of all\nestablishments from the currently logged in merchant.
  • Get a Merchant Info — Returns basic information about a\nmerchant.
  • Get an Event — Retrieves a specific event by its\nidentifiers.
  • Make an API Call — Solution for modules that were not added.
  • One To One Create a Booking — Creates a new reservation for a\ngiven resource with a passed service and customer for a given term.
  • One to One Get a Start Available — Changes the date of a given\nreservation.
  • Pay with Voucher for Booking — Attempts to pay for a reservation\nusing a voucher.
  • Reject a Booking — Rejects a reservation that is\nwaiting for confirmation.
  • Set a No Show State — Sets a reservation flag indicating\nwhether the customer has arrived or not.
  • Try Use a Customer Credit — Deducts credit from a customer's\ncredit account.
  • Try Use a Customer Pass — Exhausts a customer's input from\nthe card.
  • Update a Customer Pass Usage — Returns a certain number of uses\nto a customer from a pass.
  • Update an EMS Booking — Updates a customer's\nreservation.
  • Valid a Voucher — Checks the existence of a\nvoucher.

Searches (18)

Look up existing records

  • Event Get a List — Loads a list of events in a given\ndate range.
  • Event Get a List By Customer — Loads events of a specific\ncustomer.
  • Get Customer Events — Loads a customer's reservation\nfor a given course.
  • Get a Booking For Period — Loads all reservations in a given\ntime range.
  • Get a Booking For a Customer — Retrieves all reservations for a\nspecific customer within a given time range.
Show 13 more searches
  • Get a Booking Resources — Retrieves a list of all visible\nservices provided by a specific source.
  • Get a BookingResource List — Retrieves a list of all sources from\nthe currently logged in merchant.
  • Get a BookingService List — Retrieves a list of all services\nfrom the currently logged in merchant.
  • Get a Class Appointment — Retrieves terms for a selected\nsegment and operation (with the option to limit to a calendar).
  • Get a Customer List — Loads a customer list, possibly\nfiltered by the smallest registration date.
  • Get a Location List — Retrieves a list of all\nestablishments from the currently logged in merchant.
  • Get a Pass List — Loads a list of all permanent\nitems defined in the system
  • Get a Segment List — Loads a list of events in a given\ndate range.
  • Get a Service Substitution For a Customer — Returns replacements for a\ncertain customer.
  • Get a Voucher List — Retrieves a list of all vouchers\ndefined in the system. If the merchant does not use vouchers, it always returns an empty collection.
  • Get a Working Hours For Period — Loads specific working hours\nwithin a given period, also respects settings such as opening hours during holidays.
  • One To One Get a List of Available Start — Retrieves a list of all currently\navailable starts for reservation with the selected service for the given source in the given time period.
  • Search a Customer — Loads a customer list limited to\n15 records, searched by given criteria.

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