Udio and Salesflare

Scheduling udiosystems.com ↗

How to connect Udio

Via Zapier — 63 operations available. Set it up ↗

What you can automate

When billing Account Updated in Udio, find or create account in Salesflare.
When new Free Booking in Udio, create meeting, then create call in Salesflare.
When new Voucher Booking in Udio, create meeting, then create call in Salesflare.
When new Customer in Udio, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in Udio, create opportunity, then find or create contact in Salesflare.
When invoice Fully Paid in Udio, create opportunity, then find or create contact in Salesflare.

About Udio

Udio is a booking management software designed to help business owners and managers streamline their day-to-day operations.

Udio operations on Zapier

Triggers (63)

Start a workflow when this happens

Achievement Completed — Triggers when Achievement has been completed.
Attended Booking №1 (In Course) — Triggers when Customer has attended first booking in the course.
Attended Booking №1 (In Facility) — Triggers when Customer has attended first booking in the facility.
Attended Booking №2 (In Course) — Triggers when Customer has attended second booking in the course.
Attended Booking №2 (In Facility) — Triggers when Customer has attended second booking in the facility.

Show 58 more triggers

Attended Booking №3 (In Course) — Triggers when Customer has attended third booking in the course.
Attended Booking №3 (In Facility) — Triggers when Customer has attended third booking in the facility.
Attended Booking №4 (In Course) — Triggers when Customer has attended fourth booking in the course.
Attended Booking №4 (In Facility) — Triggers when Customer has attended fourth booking in the facility.
Attended Booking №5 (In Course) — Triggers when Customer has attended fifth booking in the course.
Attended Booking №5 (In Facility) — Triggers when Customer has attended fifth booking in the facility.
Automatic Payment Failed — Triggers when Provider Payment has failed.
Billing Account Updated — Triggers when Billing Account is updated.
Birthday — Triggers when People have birthday today.
Course Completed — Triggers when Course has been completed.
Customer Added — Triggers when Customer was placed on the waiting list.
Customer Deleted — Triggers when Customer was deleted from the waiting list.
Customer Invited — Triggers when Customer on waiting list has been invited.
Email Address Confirmation — Triggers when Email address confirmation during initial online signup, or while adding email.
Event Triggered — Triggers when any Event is happening.
First Booking in Course — Triggers when Customer was booked into the Course for the first time.
First Booking in Facility — Triggers when Customer was booked in the facility first time.
Invoice Cancelled — Triggers when Invoice has been cancelled.
Invoice Fully Paid — Triggers when One invoice has been fully paid. Will be triggered multiple times per payment, for each invoice. Use 'Payment Successful' to send one message per payment.
Invoice Outstanding (1 Day) — Triggers when Invoice was raised 1 day ago and is still unpaid.
Invoice Outstanding (14 Day) — Triggers when Invoice was raised two weeks ago and is still unpaid.
Invoice Outstanding (3 Days) — Triggers when Invoice was raised 3 days ago and is still unpaid.
Invoice Outstanding (30 Days) — Triggers when Invoice was raised one month ago and is still unpaid.
Invoice Outstanding (7 Days) — Triggers when Invoice was raised a week ago and is still unpaid.
Missed 2 Bookings — Triggers when Customer has missed 2 bookings in a row.
Missed 3 Bookings — Triggers when Customer has missed 3 bookings in a row.
Missed 4 Bookings — Triggers when Customer has missed 4 bookings in a row.
Missed 5 Bookings — Triggers when Customer has missed 5 bookings in a row.
New Customer — Triggers when New family has been added or customer has signed up.
New Free Booking — Triggers when New booking was made in free single bookings Course (e.g. Assessment).
New Invoice — Triggers when Invoice has been created.
New Regular Booking — Triggers when Regular Booking (Purchase) has been created or customer enrolled into a course.
New Voucher Booking — Triggers when New Booking has been made with voucher (e.g. Make Up or Free Trial).
Next Charge in 1 Day — Triggers when Next charge will be made in 1 day
Next Charge in 14 Days — Triggers when Next charge will be made in 14 days
Next Charge in 3 Days — Triggers when Next charge will be made in 3 days
Next Charge in 30 Days — Triggers when Next charge will be made in 30 days
Next Charge in 7 Days — Triggers when Next charge will be made in 7 days
Online Password Reset — Triggers when Password Reset Email for Customer Accounts.
Online Signup of Existing Customer — Triggers when Existing customer created customer accounts login.
Payment Method Added — Triggers when Payment method was added.
Payment Method Removed — Triggers when Payment method was removed.
Payment Reversed — Triggers when Payment has been reversed.
Payment Successful — Triggers when Payment has succeeded or was taken over the counter.
Payment Used Outstanding Credit — Triggers when Outstanding credit has been used to pay some invoices.
Provisional Booking Timeout — Triggers when During online enrolment customer did not finish the booking process and it has timed out.
Qualification Expiring — Triggers when Qualification expires in 30 days.
Regular Booking Has Been Cancelled — Triggers when Regular Booking (Purchase) has been Cancelled. No more attendance after particular date.
Regular Booking Moved — Triggers when Regular Booking (Purchase) has been Moved: date, time or Course have been updated.
Unable to Attend — Triggers when Single Booking on particular date and time, has been Cancelled or customer used 'Unable to attend' form.
Voucher Booking Moved — Triggers when Voucher Bookings have been Moved: date, time or course have been changed.
Voucher Expires in 1 Day — Triggers when Voucher will expire in 1 day
Voucher Expires in 14 Days — Triggers when Voucher will expire in 14 days
Voucher Expires in 2 Days — Triggers when Voucher will expire in 2 days
Voucher Expires in 3 Days — Triggers when Voucher will expire in 3 days
Voucher Expires in 30 Days — Triggers when Voucher will expire in 30 days
Voucher Expires in 4 Days — Triggers when Voucher will expire in 4 days
Voucher Expires in 5 Days — Triggers when Voucher will expire in 5 days