Create new Birdeye customers when Timely customer triggers occur
Effortlessly maintain up-to-date customer information with this automation between Timely and Birdeye. Whenever a customer trigger occurs in the Timely app, this workflow will create a customer in the Birdeye app, ensuring consistency and accurate data across both platforms. Save time and improve efficiency by effortlessly streamlining your customer management process.
Effortlessly maintain up-to-date customer information with this automation between Timely and Birdeye. Whenever a customer trigger occurs in the Timely app, this workflow will create a customer in the Birdeye app, ensuring consistency and accurate data across both platforms. Save time and improve efficiency by effortlessly streamlining your customer management process.
- When this happens...Customer Trigger
Triggers on any new or updated customer.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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Customer Trigger
Triggers on any new or updated customer.
Try ItNew Refund
Triggers when a new refund is created in birdeye
Try ItBusiness NumberRequired
Try ItBusiness NumberRequired
Try It
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Try ItNew Invoice
Triggers when a new invoice is created in birdeye
Try ItNew Payment
Triggers when a new payment is created in birdeye
Try ItClientIdRequired
First NameRequired
Last Name
Date of Birth
EmailRequired
PhoneRequired
Gender
Business NumberRequired
Appointment IdRequired
Provider Id
Provider First Name
Provider Last Name
Start TimeRequired
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