Sonderplan and Salesflare
How to connect Sonderplan
- Via Zapier — 40 operations available. Set it up ↗
What you can automate
- When new Booking in Sonderplan, create meeting, then create call in Salesflare.
- When new Contact in Sonderplan, find or create contact in Salesflare.
- When new Invoice in Sonderplan, create opportunity, then find or create contact in Salesflare.
- When new Quote in Sonderplan, create opportunity in Salesflare.
- When updated Booking in Sonderplan, create meeting, then create call in Salesflare.
- When updated Contact in Sonderplan, find or create contact in Salesflare.
About Sonderplan
Sonderplan is an affordable planning tool for scheduling people, rooms, & equipment
Sonderplan operations on Zapier
Triggers (10)
Start a workflow when this happens
- New Booking — Triggers when a booking is created.
- New Contact — Triggers when a new contact is created.
- New Invoice — Triggers when an invoice is created
- New Project — Triggers when a new project is created.
- New Quote — Triggers when a quote is created
Show 5 more triggers
- Updated Booking — Triggers when a booking is updated.
- Updated Contact — Triggers when a contact is updated.
- Updated Invoice — Triggers when an invoice is updated
- Updated Project — Triggers when a project is updated.
- Updated Quote — Triggers when a quote is updated
Actions (21)
Things Salesflare can make it do
- Create Billable Item — Creates a Billable Item
- Create Booking — Creates a Booking
- Create Contact — Creates a contact
- Create Project — Creates a Project
- Create Resource — Creates a Resource to be added to Bookings
Show 16 more actions
- Create Service — Creates a Service which can be added to quotes and invoices
- Create Workspace — Creates a Workspace on the Schedule
- Find or Create Billable Item — Finds a Billable Item
- Find or Create Contact — Finds an existing contact
- Find or Create Project — Finds an existing project
- Find or Create Resource — Finds a Resource.
- Find or Create Service — Finds a Service in the system
- Find or Create Workspace — Finds a Workspace in the system
- Find or Create a Booking — Finds an existing Booking
- Update Billable Item — Updates a Billable Item
- Update Booking — Updates an existing Booking.
- Update Contact — Updates a contact
- Update Project — Updates an existing project.
- Update Resource — Updates a Resource to be added to Bookings
- Update Service — Updates a Service in the system
- Update Workspace — Updates a Workspace that contains a set of Resources
Searches (9)
Look up existing records
- Find Billable Item — Finds a Billable Item
- Find Booking — Finds an existing Booking
- Find Booking Status — Finds a booking status
- Find Client Contact — Finds a contact that has been marked as a client.
- Find Contact — Finds an existing contact
Show 4 more searches
- Find Project — Finds an existing project
- Find Resource — Finds a Resource.
- Find Service — Finds a Service in the system
- Find Workspace — Finds a Workspace in the system
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