Boulevard + Referrizer

Add new Boulevard clients to Referrizer as contacts automatically

Effortlessly manage your client information with this efficient workflow that connects Boulevard and Referrizer. When a new client is added in the Boulevard app, their contact details will be instantly updated or created in Referrizer, ensuring your client database is always up-to-date and consistent. This seamless process saves time, reduces manual work, and improves the accuracy of your records.

When this happens...
New Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create/Update Contact
Creates or updates a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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New Appointment
Triggers when an appointment is created.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
Entity Tags Added
New tags were added to a taggable entity
Trigger
Instant
Try It
Order Completed
Triggers when an order is closed.
Trigger
Instant
Try It

- First nameRequired
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
- DurationRequired
- ReasonRequired
- Title
Action
Write

- Appointment IdRequired
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order IDRequired
Action
Search
New Visit
Triggers when a visit is created, i.e. contact is checked in.
Trigger
Scheduled
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Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
Try It
Client Updated
Triggers when an existing client is updated.
Trigger
Instant
Try It
Entity Tags Removed
Tags were removed from a taggable entity
Trigger
Instant
Try It
- The ID of the Appointment or Client to be taggedRequired
- Tag IdRequired
Action
Write
- Client IDRequired
- TextRequired
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
Action
Write
- Client IDRequired
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
Action
Search
New Contact
Triggers when a contact is created.
Trigger
Scheduled
Try It
- Create, Update or BothRequired
- First name
- Last name
- Full name
- Phone number
- Email address
- Birth date
- Type
- Description
- Labels
- Create a visit
Action
Write

About Boulevard

Boulevard is the first client experience platform purpose-built to accelerate sales and eliminate stress for self-care, appointment-based businesses.

Learn more Help

Related categories

Scheduling & Booking

About Referrizer

Referrizer combines CRM and all aspects of marketing automation into a single and easy-to-use platform, making customer acquisition and retention easy.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Boulevard + Referrizer

Add new Boulevard clients to Referrizer as contacts automatically

Appointment Cancelled

New Appointment

New Client

Entity Tags Added

Order Completed

Create Client

Last name

Email

Phone number

External ID

Create Timeblock

Staff IDRequired

Location IDRequired

Start TimeRequired

DurationRequired

ReasonRequired

Title

Update Appointment

Appointment IdRequired

Note

State

Find Appointment

Appointment ID

Find Client by External ID

External ID

Find Order by ID

Order IDRequired

New Visit

Appointment Completed

Appointment Rescheduled

Client Updated

Entity Tags Removed

Add Tag

The ID of the Appointment or Client to be taggedRequired

Tag IdRequired

Create Client Note

Client IDRequired

TextRequired

Delete Timeblock

Staff IDRequired

Location IDRequired

Start TimeRequired

Update Client

Client IDRequired

First name

Last name

Email

Phone number

External ID

Find Client by Email

Email

Find Client by ID

Client ID

New Contact

Create/Update Contact

Create, Update or BothRequired

First name

Last name

Full name

Phone number

Email address

Birth date

Type

Description

Labels

Create a visit

About Boulevard

Related categories

About Referrizer

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates