Birdeye + Zenoti

Create new Birdeye customers from closed Zenoti invoices

Ensure seamless customer interaction tracking with this workflow. When an invoice is closed in Zenoti, it promptly creates a new customer in Birdeye. This streamlined process enhances communication management, saves time, and effortlessly maintains your customer database.

When this happens...
Invoice Closure
Triggers when an Invoice is Closed.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

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Supported triggers and actions

What does this mean?

Appointment Complete
Triggers when a appointment is completed.
Trigger
Instant
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Appointment Group Status
Triggers when an appointment group status is changed.
Trigger
Instant
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Class Booking Approve
Triggers when a Class Booking is Approved.
Trigger
Instant
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Class Booking Create
Triggers when a Class Booking is Created.
Trigger
Instant
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Class Booking No Show
Triggers when a Class Booking is marked NoShow.
Trigger
Instant
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Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Trigger
Instant
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Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Trigger
Instant
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Employee Create
Triggers when an Employee is created.
Trigger
Instant
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Employee Update
Triggers when an Employee is Updated.
Trigger
Instant
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Guest Delete
Triggers when a Guest is Deleted.
Trigger
Instant
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Guest Membership Create
Triggers when a Guest Membership is Created.
Trigger
Instant
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Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Trigger
Instant
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Guest Merge
Triggers when multiple Guests are merged.
Trigger
Instant
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Invoice Closure
Triggers when an Invoice is Closed.
Trigger
Instant
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- CodeRequired
- CenterRequired
- Is Consultant?
- First NameRequired
- Last NameRequired
- Email IDRequired
- Gender
- Date Of Birth
- Mobile NumberRequired
- Mobile Country Code
- Address1
- Address 2
- City
- Country ID
- State ID
- Zip Code
- User NameRequired
- Job ID
Action
Write
- Center IDRequired
- Opportunity TitleRequired
- Opportunity Description
- Opportunity Owner ID
- Guest IDRequired
- Employee IDRequired
- Priority
- Follow-Up dateRequired
- expected close date
- listed amount
- offered amount
Action
Write
- Guest IDRequired
Action
Search
- Guest IDRequired
- Center IDRequired
- User code
- Username
- First NameRequired
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Search or write
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business IdRequired
- 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
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- 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
Action
Write

Appointment Group Create
Triggers when a appointment is completed.
Trigger
Instant
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Appointment Start
Triggers when a Appointment is Started.
Trigger
Instant
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Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Trigger
Instant
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Class Booking Delete
Triggers when a Class Booking is Deleted.
Trigger
Instant
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Class Booking Reject
Triggers when a Class Booking is Rejected.
Trigger
Instant
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Class Schedule Create
Triggers when a Class Schedule is Created.
Trigger
Instant
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Class Schedule Update
Triggers when a Class Schedule is Updated.
Trigger
Instant
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Employee Delete
Triggers when an Employee is Deleted.
Trigger
Instant
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Guest Create
Triggers when a new guest is created.
Trigger
Instant
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Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Trigger
Instant
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Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Trigger
Instant
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Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Trigger
Instant
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Guest Update
Triggers when an existing guest is updated.
Trigger
Instant
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List All Employee Jobs
Api to list the jobs setup at organization.
Trigger
Scheduled
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- Center IDRequired
- User code
- Username
- First NameRequired
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Write
- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
Action
Search
- First NameRequired
- Last Name
- phone
- Username
- Email ID
- Guest Center ID
- Center IDRequired
- User code
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Search or write
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
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- ClientIdRequired
- 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
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- 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 UserRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write

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.

Related categories

Reviews

About Zenoti

Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.

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Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Birdeye + Zenoti

Create new Birdeye customers from closed Zenoti invoices

Appointment Complete

Appointment Group Status

Class Booking Approve

Class Booking Create

Class Booking No Show

Class Schedule Cancel

Class Schedule Delete

Employee Create

Employee Update

Guest Delete

Guest Membership Create

Guest Membership Reinstate

Guest Merge

Invoice Closure

Create Employee

CenterRequired

Is Consultant?

First NameRequired

Last NameRequired

Email IDRequired

Gender

Date Of Birth

Mobile NumberRequired

Mobile Country Code

Address1

Address 2

City

Country ID

State ID

Zip Code

User NameRequired

Job ID

Create Opportunity

Center IDRequired

Opportunity TitleRequired

Opportunity Description

Opportunity Owner ID

Guest IDRequired

Employee IDRequired

Priority

Follow-Up dateRequired

expected close date

listed amount

offered amount

Search Guest by ID

Guest IDRequired

Find Guest by ID or Create Guest

Guest IDRequired

Center IDRequired

User code

Username

First NameRequired

Last Name

Email ID

Nationality

Gender

Date Of Birth

Country ID

Number

Address 1

City

Country ID

State ID

Zip Code

Primary Employee

Referral Source

Receive Transactional Email

Receive Transactional Sms

Receive Marketing Email

Receive Marketing Sms

New Refund

New Lead

Business NumberRequired

Survey Completed

Business NumberRequired