Understory and Salesflare

How to connect Understory

When event Completed (Per Attendee) in Understory, find or create contact in Salesflare.
When new Booking in Understory, create meeting, then create call in Salesflare.
When updated Booking in Understory, create meeting, then create call in Salesflare.

Understory is an all-in-one tool for experience hosts that helps experience creators grow, thrive, and connect.

Start a workflow when this happens

Event Completed (Per Attendee) — Triggers when an event has ended, once for each attending booking. Use it to send post-experience surveys, review requests, or follow-up marketing. Chain a Zapier Delay step if you want to wait before reaching out, and make sure your follow-up complies with each customer's marketing-consent preferences.
New Booking — Triggers when a new booking is created.
New Marketing Consent (Live) — Triggers when a marketing consent is submitted on your Storefront. A Zap fires every time a consent is submitted, even when the same email appears more than once — this lets you re-subscribe customers in your marketing tool.
Updated Booking — Triggers when a booking is updated.