Albi + Birdeye

Albi + Birdeye integrations

Create new Birdeye customers from new Albi contacts

Whenever a new contact is added in Albi, this workflow ensures they're instantly added as a customer in Birdeye. Streamlining communication, it empowers you to stay connected with your contacts without manually transferring information between the apps. Enhance your efficiency and ensure no contact is left behind in your communication process with this simplified workflow.

When this happens...
TriggerPolling
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ActionWrite

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More things you can do with Albi and Birdeye

Discover other triggers and actions you can use with Albi and Birdeye

Contact Status Change
Triggers when a contact status is changed.
Trigger
Polling
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New Organization
When a new organization is created
Trigger
Instant
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New Relationship Activity
When a new relationship activity is created.
Trigger
Instant
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New Task
When a task is created
Trigger
Instant
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Project Date Modified
Triigers when a project date is entered or updated
Trigger
Instant
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Project Status Changed
When a project status changed
Trigger
Instant
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Task In-Progress
When a task is marked in-progress
Trigger
Instant
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- Name
  Required
- Status
  Required
Action
Write
- Name
  Required
- Types
  Required
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Phone Number
- Status
- Referral Source
  Required
- Latitude
- Longitude
- Sandbox
Action
Write
- Project
  Required
- Notes
  Required
Action
Write
- Title
  Required
- Start Date & Time
  Required
- Start Time Zone
  Required
- End Date & Time
  Required
- End Time Zone
- Event Status
- Project ID
- Project
- Notes
- All Day
- Required Attendees
- Optional Attendees
- Address 1
- Address 2
- City
- State
- Zip Code
- Latitude
- Longitude
- Event Category ID
- Tag ID
- Tag Name
Action
Write
- Contact ID
  Required
Action
Write
- Activity ID
  Required
Action
Write
- Staff ID
  Required
Action
Write
- Date ID
  Required
Action
Write
- To
  Required
- From
- From Name
- Reply To
- Subject
- Text
- html
- Project ID
- From Company Email If Available
Action
Write
- Event ID
  Required
Action
Search
- Page
- Page Size
Action
Search
- Project ID
  Required
- Page
- Page Size
Action
Search
- Project ID
  Required
- Invoice ID
  Required
Action
Search
- Project ID
  Required
- Payment ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Business Number
  Required
Trigger
Instant
Try It
- Business Number
  Required
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
Try It
- Business Number
  Required
Trigger
Instant
Try It
- Business Number
  Required
- CRM Name
Trigger
Instant
Try It
- Parent Business Number
  Required
Trigger
Instant
Try It
- Parent Business Number
  Required
Trigger
Instant
Try It
- Business Number
  Required
Trigger
Instant
Try It
- Business Id
  Required
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment Id
  Required
- External Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Event Name
  Required
- Location Business Number
  Required
- CRM Name
  Required
Action
Write
- business Number
  Required
- appointment Id
  Required
- Action
  Required
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

New Contact
When a contact is created
Trigger
Instant
Try It
New Project
When a project is created
Trigger
Instant
Try It
New Relationship
When a new Organization or Contact is created
Trigger
Instant
Try It
Organization Status Change
Triggers when a organization is status is changed.
Trigger
Polling
Try It
Project Linked
Fires when a project gets linked
Trigger
Instant
Try It
Task Complete
When a task is marked complete
Trigger
Instant
Try It
- Contact
  Required
- Status
Action
Write
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Phone Number
- Email
- Referral Source
  Required
- Status
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Sandbox
- Salesperson
- Job Title
- Salesperson ID
Action
Write
- Project Type Id
  Required
- Project Type Identifier
- Project Sub Type ID
- Project Sub Type Identifier
- Location ID
  Required
- Location Identifier
- Property Type
  Required
- Use Contact Address
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- County
- Latitude
- Longitude
- Covered Loss
- Loss Adjuster Reference
- Sandbox
- Year Built
- Insurance Company
- Insurance Policy
- Insurance Claim Number
- Deductible
- Insurance Policy Limit
- Link To Original Project
- Unique Number
- Project ID To Link
- Lead ID
- Project Customer: Type
- Project Customer: Existing Contact ID
- Project Customer: Existing Contact Identifier
- Project Customer: Existing Organization ID
- Project Customer: existing Organization Identifier
- Project Customer: Existing Organization ContactIds
- Project Customer: Organization Name
- Project Customer: First Name
- Project Customer: Last Name
- Project Customer: Email
- Project Customer: Phone Number
- Project Customer: Use Organization Address
- Project Customer: Organization ID
- Project Customer: Organization Identifier
- Project Customer: Referral Source ID
- Project Customer: Referral Source Identifier
- Project Customer: Relationship Status ID
- Project Customer: Relationship Status Identifier
- Project Customer: Parent Organization ID
- Project Customer: Parent Organization Identifier
- projectCustomer: Salesperson ID
- Project Customer: Salesperson Identifier
- Project Customer: Address 1
- Project Customer: Address 2
- Project Customer: City
- Project Customer: State
- Project Customer: Zip Code
- Project Customer: Country
- Project Customer: Latitude
- Project Customer: Longitude
- Project Customer: Sandbox
- Project Referrer: Type
- Project Referrer: Existing Source ID
- projectReferrer: Existing Contact ID
- Project Referrer: Existing Organization ID
- Project Referrer: Existing Referral Source ID
- Project Referrer: Existing Referral Source Identifier
- Project Referrer: Existing Salesperson ID
- Project Referrer: Existing Salesperson Identifier
- Project Referrer: Organization Name
- Project Referrer: First Name
- Project Referrer: Last Name
- Project Referrer: Email
- Project Referrer: Phone Number
- Project Referrer: Use Organization Address
- Project Referrer: Organization ID
- Project Referrer: Organization Identifier
- Project Referrer: Referral Source ID
- Project Referrer: Referral Source Identifier
- Project Referrer: Parent Organization ID
- Project Referrer: Parent Organization Identifier
- Project Referrer: Salesperson ID
- Project Referrer: Salesperson Identifier
- Project Referrer: Address 1
- Project Referrer: Address 2
- Project Referrer: City
- Project Referrer: State
- Project Referrer: Zip Code
- Project Referrer: Country
- Project Referrer: Latitude
- Project Referrer: Longitude
- Project Referrer: Sandbox
- Project ID
- Project Identifier
- Staff ID
- Staff Identifier
- Project Role ID
- Project Role Identifiers
- Current User ID
- Current User Identifier
- Price List ID
- Price List Identifier
Action
Write
- Staff
- Task Action
  Required
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
Action
Write
- Relationship Name
  Required
- Type
  Required
- Date
  Required
- Notes
Action
Write
- Organization ID
  Required
Action
Write
- Project ID
- Project
- Project Role ID
- Project Role
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Project ID
  Required
- Project Identifier
- ID
- Identifier
- Key ID
  Required
- Key Identifier
- Name
  Required
- Flags
- Value
- Source
- Source Date Name
Action
Write
- Project Id
  Required
Action
Search
- Project ID
  Required
- Expense ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Project ID
  Required
- Page
- Page Size
Action
Search
- Project ID
  Required
- Page
- Page Size
Action
Search
- Business number
  Required
Trigger
Instant
Try It
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
- Parent Business Number
  Required
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
Try It
- Business Number
  Required
Trigger
Instant
Try It
- Parent Business Number
  Required
Trigger
Instant
Try It
- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business Number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To Email
  Required
- Ticket Status
- Ticket ID
  Required
- Parent Business Number
  Required
- User Email
  Required
Action
Write

About Albi

Built for restorers, Albi is the all-in-one platform that streamlines your entire operation—automating tasks and delivering detailed reporting—so you can make smarter decisions, get paid faster and propel your business forward.

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Related categories

Sales & CRM

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

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