Salesforce + Zenoti

Salesforce + Zenoti integrations

Manage completed Zenoti appointments by creating new Salesforce contacts

Keep your Salesforce contacts up-to-date with this intuitive process that activates when an appointment is completed in Zenoti. With no manual data entry required, this workflow ensures that all relevant client information is transferred to Salesforce promptly after each Zenoti appointment ends. Enhance your sales and customer relationship management strategies today with a streamlined solution for consistently accurate client data in Salesforce.

When this happens...
Appointment CompleteTriggers when a appointment is completed.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Zenoti and Salesforce

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

Appointment Complete
Triggers when a appointment is completed.
Trigger
Instant
Try It
Appointment Group Create
Triggers when a new appointment group is created.
Trigger
Instant
Try It
Appointment Start
Triggers when an appointment is started.
Trigger
Instant
Try It
Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Trigger
Instant
Try It
Class Booking Delete
Triggers when a Class Booking is Deleted.
Trigger
Instant
Try It

Class Booking Reject
Triggers when a Class Booking is Rejected.
Trigger
Instant
Try It
Class Schedule Create
Triggers when a Class Schedule is Created.
Trigger
Instant
Try It

Class Schedule Update
Triggers when a Class Schedule is Updated.
Trigger
Instant
Try It
Employee Blockout Deleted
Triggers when an Employee Blockout is Deleted.
Trigger
Instant
Try It
Employee Create
Triggers when an Employee is created.
Trigger
Instant
Try It
Employee Update
Triggers when an Employee is updated.
Trigger
Instant
Try It
Gift Card Update
Triggers when a Gift Card is updated.
Trigger
Instant
Try It
Guest Delete
Triggers when a Guest is Deleted.
Trigger
Instant
Try It
Guest Membership Create
Triggers when a Guest Membership is Created.
Trigger
Instant
Try It
Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Trigger
Instant
Try It
Guest Merge
Triggers when multiple Guests are merged.
Trigger
Instant
Try It
Guest Update
Triggers when an existing guest is updated.
Trigger
Instant
Try It
List All Countries
Lists all available countries.
Trigger
Polling
Try It
List All Employee Jobs
Api to list the jobs setup at organization.
Trigger
Polling
Try It
Room Blockout Deleted
Triggers when a Room Blockout is Deleted.
Trigger
Instant
Try It
- Employee
  Required
- Security Role ID
  Required
- Security Role Name
  Required
- View Type
  Required
Action
Write
- Code
- Center
  Required
- Is Consultant?
- First Name
  Required
- Last Name
  Required
- Email ID
  Required
- Gender
- Date Of Birth
- Mobile Number
  Required
- Mobile Country Code
- Address1
- Address 2
- City
- Country ID
- State ID
- Zip Code
- User Name
  Required
- Job ID
Action
Write
- Center
  Required
- User code
- Username
- First Name
  Required
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- 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
- Tags
Action
Write
- Center ID
  Required
- Opportunity Title
  Required
- Opportunity Description
- Opportunity Owner ID
- Guest ID
  Required
- Employee ID
  Required
- Priority
- Follow-Up date
  Required
- expected close date
- listed amount
- offered amount
Action
Write
- Employee
  Required
- Block Out Time ID
  Required
- Center
  Required
- Block Out Time Type
  Required
- Start Time
  Required
- End Time
  Required
- Notes
- Mode
- Is Recurring?
Action
Write
- Guest ID
  Required
Action
Search
- Guest ID
  Required
- Center
  Required
- User code
- Username
- First Name
  Required
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- 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
- Tags
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- 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

Appointment Feedback Created
Triggers when a new Appointment Feedback is Created.
Trigger
Instant
Try It
Appointment Group Status
Triggers when an appointment group status is changed.
Trigger
Instant
Try It
Class Booking Approve
Triggers when a Class Booking is Approved.
Trigger
Instant
Try It
Class Booking Create
Triggers when a Class Booking is Created.
Trigger
Instant
Try It
Class Booking No Show
Triggers when a Class Booking is marked as No Show.
Trigger
Instant
Try It
Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Trigger
Instant
Try It
Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Trigger
Instant
Try It
Employee Blockout Created
Triggers when an Employee Blockout is Created.
Trigger
Instant
Try It
Employee Blockout Updated
Triggers when an Employee Blockout is Updated.
Trigger
Instant
Try It
Employee Delete
Triggers when an Employee is deleted.
Trigger
Instant
Try It
Gift Card Create
Triggers when a new Gift Card is created.
Trigger
Instant
Try It
Guest Create
Triggers when a new guest is created.
Trigger
Instant
Try It
Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Trigger
Instant
Try It
Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Trigger
Instant
Try It
Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Trigger
Instant
Try It
Guest Package Create
Triggers when a Guest Package is created.
Trigger
Instant
Try It
Invoice Closure
Triggers when an Invoice is Closed.
Trigger
Instant
Try It
List All Employee Centers
This API retrieves the list of all centers associated with the currently authenticated employee. It ensures that the response is scoped only to the centers the logged-in user has access to, based on their roles, permissions, or organizational mapping.
Trigger
Polling
Try It
Room Blockout Created
Triggers when a Room Blockout is Created.
Trigger
Instant
Try It
Room Blockout Updated
Triggers when a Room Blockout is Updated.
Trigger
Instant
Try It
- Center ID
  Required
- Opportunity ID
  Required
- notes
  Required
- Employee ID
Action
Write
- Employee
  Required
- Center
  Required
- Block Out Time Type
  Required
- Start Time
  Required
- End Time
  Required
- Notes
Action
Write
- Center
  Required
- Name
- Email
- Country
- Phone
- Description
- Assigned To
- Stage ID
  Required
- Source ID
  Required
- Lead Type ID
  Required
- Priority Type ID
  Required
- Is Existing Guest
- Is Active
- Follow Up Date
- Expected Close Date
- List Price
- Offered Price
- Username
- Gender
- Optional Text 1
- Optional Text 2
- Optional Text 3
- Integration Data
Action
Write
- Employee
  Required
- Block Out Time ID
  Required
- Center
  Required
- Mode
Action
Write
- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
- Tags
Action
Search
- First Name
  Required
- Last Name
- phone
- Username
- Email ID
- Guest Center ID
- Tags
- Center
  Required
- User code
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- 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 Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- 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

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

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

About Zenoti