Amilia + Salesforce

Amilia + Salesforce integrations

Add new Amilia registrations to Salesforce

Rather than waiting for a one-time import of your customers into Salesforce, use Zapier to start automatically adding your customers to Salesforce as leads whenever you receive a new registration. Once you set up this integration, new customers from that point forward are individually added to Salesforce as new leads. You'll save time and be more efficient.

When this happens...
New RegistrationTriggers when there is a new registration for an activity.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Amilia and Salesforce

Discover other triggers and actions you can use with Amilia and Salesforce

Registration Cancellation
Triggers when there is a cancellation of a registration to a session, a drop-in, or a private lesson.
Trigger
Instant
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Membership Cancellation
Triggers when a membership is cancelled or refunded.
Trigger
Instant
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Merchandise Purchase
Triggers when a person buys a piece of merchandise on the Amilia store
Trigger
Instant
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New Registration
Triggers when there is a new registration for an activity.
Trigger
Instant
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New Program
Triggers when a new program is created.
Trigger
Instant
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Facility Booking Change
Triggers when a property of a facility booking changes
Trigger
Instant
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- Account Id
  Required
Action
Write

- Membership Id
Action
Write
- Program Id
Action
Write
- Invoice Id
- Invoice Date
Action
Search
- Date
Action
Search
- Date
Action
Search
- Person Id
- Show Medical Information
Action
Search
- Activity Status
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Facility Booking Cancellation
Triggers when a facility booking gets cancelled or unassigned from an activity, private lesson, etc.
Trigger
Instant
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Membership Purchase
Triggers when someone purchases a membership in the Amilia Store
Trigger
Instant
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MultiPass Purchase
Triggers when someone purchases a MultiPass in the Amilia Store
Trigger
Instant
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New Donation
Triggers when someone makes a donation.
Trigger
Instant
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New Facility Booking
Triggers when someone places a booking / reservation on a facility in the calendar, or through booking a private lesson, activity assigned to a location, or rental contract
Trigger
Instant
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- Booking Name
- Description
- All Day Event
  Required
- Booking Start Time
  Required
- Booking End Time
  Required
- Booking Type Id
  Required
- LocationId
  Required
- Incoming Location Must Match
- Incoming Location Id
Action
Write
- Organization Id
Action
Write
- Person Id
- Program Id
Action
Write
- Date
Action
Search
- Invoice Item Id
- Invoice Id
- Date
Action
Search
- Activity Unique Identifier
  Required
Action
Search
- Facility Booking Id
  Required
Action
Search
- Activity Id
Action
Search
- Membership Id
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Amilia

Whether you're just starting out or looking to scale, Amilia's Recreation Management Software helps you sell, manage, & grow your business.

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Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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