REV23 and Salesflare

How to connect REV23

When new Customer in REV23, find or create account, then find or create contact, then add contact to account in Salesflare.
When customer Updated in REV23, find or create account, then find or create contact, then add contact to account in Salesflare.

REV23 (Cloud) is a tattoo and body piercing client, session and release form management app.

Start a workflow when this happens

Customer Updated — Triggers when a customer is updated in REV23. Use this to keep external systems like email marketing lists in sync with customer data, including opt-in preferences.
New Customer — Triggers when a new customer is created in REV23, whether added by staff through the app or self-registered via the kiosk.
New Idea — Triggers when a new idea (lead) is created in REV23, whether submitted by a customer through the public form or added by staff.
New User — Triggers when a new staff member (artist, piercer, front desk, etc.) is created in REV23.
Release Form Generated — Triggers when a release form PDF has been generated. This fires after the customer signs and the PDF is built, providing the signed form URL and full session details including customer, artist, and studio information.

Show 2 more triggers

Session Ended — Triggers when a service session ends. Use this to kick off post-session workflows like cleaning, inventory updates, or follow-up messages.
Session Started — Triggers when a service session is started. Includes session details such as the customer, artist, studio, service type, placement, and price.