Smily and Salesflare

How to connect Smily

When new And/Or Updated Booking Revenue Distribution in Smily, create meeting, then create call in Salesflare.
When new And/Or Updated Client in Smily, find or create account, then find or create contact, then add contact to account in Salesflare.
When new And/Or Updated Payment in Smily, create opportunity, then find or create contact in Salesflare.
When new And/Or Updated Review in Smily, create internal note in Salesflare.

Smily, top property management software for Short-Term Rental Managers and Concierges.

Start a workflow when this happens

New And/Or Updated And/Or Canceled Booking — Trigger when a booking is created and/or updated and/or canceled (with line item support).
New And/Or Updated Booking Revenue Distribution — Trigger when a booking revenue distribution is created and/or updated.
New And/Or Updated Client — Trigger when a client is created and/or updated (with line item support).
New And/Or Updated Conversation — Trigger when a conversation is created and/or updated.
New And/Or Updated Payment — Trigger when a payment is created and/or updated.

Show 2 more triggers

New And/Or Updated Review — Trigger when a review is created and/or updated.
New Inquiry — Trigger when a new inquiry is created.

Things Salesflare can make it do

Create Inquiry — Creates a new inquiry.
Create or Update Client — Creates a new client or updates by ID (with line item support).
Find or Create Client — Search for clients using their default email (with line item support).
Update Booking — Updates a booking.

Look up existing records

Find Booking Revenue Distribution — Search for booking revenue distributions by ID.
Find Bookings by Dates — Search for bookings with a given time range.
Find Client by Email — Search for clients using their default email (with line item support).
Find Payment — Search for payments by ID.