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Add new Amilia registrations to Salesforce
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Amilia + Salesforce

Add new Amilia registrations to Salesforce

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Amilia + Salesforce

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Registration Cancellation" from Amilia.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Amilia and Salesforce, 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.

Registration Cancellation
Triggers when there is a cancellation of a registration to a session, a drop-in, or a private lesson.
Trigger
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Membership Cancellation
Triggers when a membership is cancelled or refunded.
Trigger
Instant
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Merchandise Purchase
Triggers when a person buys a piece of merchandise on the Amilia store
Trigger
Instant
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New Registration
Triggers when there is a new registration for an activity.
Trigger
Instant
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New Program
Triggers when a new program is created.
Trigger
Instant
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Facility Booking Change
Triggers when a property of a facility booking changes
Trigger
Instant
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- Account Id
  Required
Action
Write

- Membership Id
Action
Write
- Program Id
Action
Write
- Invoice Id
- Invoice Date
Action
Search
- Date
Action
Search
- Date
Action
Search
- Person Id
- Show Medical Information
Action
Search
- Activity Status
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  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
- 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
- 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

Facility Booking Cancellation
Triggers when a facility booking gets cancelled or unassigned from an activity, private lesson, etc.
Trigger
Instant
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Membership Purchase
Triggers when someone purchases a membership in the Amilia Store
Trigger
Instant
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MultiPass Purchase
Triggers when someone purchases a MultiPass in the Amilia Store
Trigger
Instant
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New Donation
Triggers when someone makes a donation.
Trigger
Instant
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New Facility Booking
Triggers when someone places a booking / reservation on a facility in the calendar, or through booking a private lesson, activity assigned to a location, or rental contract
Trigger
Instant
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- Booking Name
- Description
- All Day Event
  Required
- Booking Start Time
  Required
- Booking End Time
  Required
- Booking Type Id
  Required
- LocationId
  Required
- Incoming Location Must Match
- Incoming Location Id
Action
Write
- Organization Id
Action
Write
- Person Id
- Program Id
Action
Write
- Date
Action
Search
- Invoice Item Id
- Invoice Id
- Date
Action
Search
- Activity Unique Identifier
  Required
Action
Search
- Facility Booking Id
  Required
Action
Search
- Activity Id
Action
Search
- Membership Id
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
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
- 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
- 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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Amilia and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Amilia to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Amilia + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Amilia and Salesforce

How does the integration between Amilia and Salesforce work?

The integration between Amilia and Salesforce is facilitated through triggers and actions that communicate data changes and updates from one platform to the other. For example, a new activity registration in Amilia can trigger the creation of a corresponding contact or lead in Salesforce, keeping your CRM database current.

What are the common triggers available for the Amilia to Salesforce integration?

In our integration setup, common triggers include new activity registrations, membership creations, or client updates in Amilia. These can prompt actions such as creating or updating records in Salesforce to ensure seamless data flow between the platforms.

Can I update existing contacts in Salesforce using data from Amilia?

Yes, with our integration you can set triggers for updates within Amilia that will result in updates to existing contacts within Salesforce. This ensures your customer information remains accurate and consistent across platforms.

How do I handle errors during the synchronization process between Amilia and Salesforce?

Handling errors requires setting up robust error handling processes. Our platform allows you to configure notifications when certain triggers fail due to issues such as data mismatches or API limits so you can take corrective action promptly.

Is it possible to create custom workflows with specific conditions for integrating Amilia with Salesforce?

Indeed, we support custom workflows where specific conditions must be met before triggering an action from Amilia to Salesforce. You can customize filters based on criteria like event type or customer segmentation.

What kind of data can be transferred from Amilia to Salesforce through this integration?

You can transfer various types of data such as customer contact information, registration details, purchase history, and membership status from Amilia into relevant fields within your Salesforce account.

Are there any limitations regarding data synchronization frequency between Amilia and Salesforce?

While our system supports near real-time synchronization through active triggers on both platforms, certain complex workflows might require scheduled synchronizations depending on API limits or organizational policies. We recommend consulting our guidelines for optimal performance.

About Amilia

Whether you're just starting out or looking to scale, Amilia's Recreation Management Software helps you sell, manage, & grow your business.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect Amilia and Salesforce to unlock the power of automation

Set up your first integration

Add new Amilia registrations to Salesforce

Add new Amilia registrations to Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Amilia and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

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Make work flow with AI

Frequently Asked Questions about Amilia + Salesforce integrations

Connect Amilia to Salesforce on the world's largest no-code automation platform