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How Zapier works
Zapier makes it easy to integrate Releventful with Geckoboard - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed or Deposit Paid" from Releventful.
Add your action
An action happens after the trigger—such as "Add Record to Dataset" in Geckoboard.
You’re connected!
Zapier seamlessly connects Releventful and Geckoboard, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed or Deposit Paid
Triggers when a contract is signed or a deposit is paid in Releventful. Includes customer and event details, plus an Event ID for use in follow-up actions.
Try ItTriggerInstant - New Web Inquiry
Triggers when a new website inquiry is received in Releventful. Includes inquiry and contact details for follow-up workflows.
Try ItTriggerInstant - Sales Stage Changed
Triggers when a sales stage changes in Releventful. Includes lead, event, and contact details, plus an Event ID for use in follow-up actions.
Try ItTriggerInstant - Event IDRequired
- NotesRequired
ActionWrite
- Event Status Changed
Triggers when an event status changes in Releventful. Includes event, contact, and booking details, plus an Event ID for use in follow-up actions.
Try ItTriggerInstant - New Lead
Triggers when a new lead is created in Releventful.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Business Name
- Inquiry Details
- Referral Source
- Event Name
- Event Type
- Event Start Date
- Event End Date
- Event Start Time
- Event End Time
- Guest Count
- Event Location
- Event Location (Line 2)
- Venue Name
- Sales Source
ActionWrite- Event IDRequired
ActionWrite
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