Birdeye + Client Diary

Create new Birdeye customers when triggers occur in Client Diary

When a new client event occurs in the Client Diary management system, this workflow ensures their details are instantly sent to Birdeye for customer creation. This takes the stress out of manually transferring data between platforms, letting you focus on building strong customer relations. This seamless process is perfect for businesses seeking to enhance efficiency and maintain an accurate, up-to-date customer base across both platforms.

When this happens...
Client Trigger
Triggers when a new client is created or an existing client is updated.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

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Supported triggers and actions

Client Trigger
Triggers when a new client is created or an existing client is updated.
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
- CRM Name
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment IdRequired
- External Appointment IdRequired
- Business numberRequired
- ActionRequired
- Appointment StatusRequired
Action
Write
- Event NameRequired
- Location Business NumberRequired
- CRM NameRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

- Business numberRequired
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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- Business numberRequired
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To EmailRequired
- Ticket Status
- Ticket IDRequired
- Parent Business NumberRequired
- User EmailRequired
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Learn more

Related categories

Reviews

About Client Diary

Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.

Related categories

Scheduling & Booking

Related Zap Templates

Create new Birdeye customers from new Client Diary triggers

Related Zap Templates

Create new Birdeye customers from new Client Diary triggers

Birdeye + Client Diary

Create new Birdeye customers when triggers occur in Client Diary

Supported triggers and actions

Client Trigger

Cancel Appointment

Complete Appointment

New Refund

New Contact

New Lead

New Review

Review Deleted

Survey Completed

Create Customer

Update External Appointment Id in Birdeye

Integration Callback

Update Appointment

New Appointment

New Canceled Invoice

Confirm Appointment

New Ticket

New Invoice

New Payment

No Show Appointment

Review Updated

Create Appointment

Create Invoice

Get Contact Details

Mark Invoice as Paid

Update Ticket

About Birdeye

Related categories

About Client Diary

Related categories

Related Zap Templates

Related Zap Templates