Salesforce + Zenoti

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 Complete
Triggers when a appointment is completed.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

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

Supported triggers and actions

Appointment Complete
Triggers when a appointment is completed.
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 NoShow.
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 Create
Triggers when an Employee is created.
Trigger
Instant
Try It
Employee Update
Triggers when an Employee 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
Invoice Closure
Triggers when an Invoice is Closed.
Trigger
Instant
Try It
- 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 Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- 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 ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Appointment Group Create
Triggers when a appointment is completed.
Trigger
Instant
Try It
Appointment Start
Triggers when a 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 Delete
Triggers when an Employee is Deleted.
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 Update
Triggers when an existing guest is updated.
Trigger
Instant
Try It
List All Employee Jobs
Api to list the jobs setup at organization.
Trigger
Polling
Try It
- 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 Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Zenoti

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

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Salesforce + Zenoti

Manage completed Zenoti appointments by creating new Salesforce contacts

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

Create Opportunity

Search Guest by ID

Find Guest by ID or Create Guest

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Appointment Group Create

Appointment Start

Class Booking Cancel

Class Booking Delete

Class Booking Reject

Class Schedule Create

Class Schedule Update

Employee Delete

Guest Create

Guest Membership Cancel

Guest Membership Freeze

Guest Membership Unfreeze

Guest Update

List All Employee Jobs

Create Guest

Search for a Guest

Find or Create Guests

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Zenoti

Related categories