Birdeye + Boulevard

Birdeye + Boulevard integrations

Create customers in Birdeye for new clients in Boulevard

Create an efficient workflow between Boulevard and Birdeye. When a new client is added in Boulevard, this automation will instantly create a customer profile in Birdeye. This saves time and eliminates manual data entry, thus allowing you to focus on providing excellent customer service. Make your processes seamless and faster with this real-time data movement.

When this happens...
New ClientTriggers when a new client is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer for a specified business.
ActionWrite

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More things you can do with Boulevard and Birdeye

Discover other triggers and actions you can use with Boulevard and Birdeye

Appointment Cancelled
Triggers when an appointment is cancelled.
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New Appointment
Triggers when an appointment is created.
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New Client
Triggers when a new client is created.
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Entity Tags Added
New tags were added to a taggable entity
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Order Completed
Triggers when an order is closed.
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- First name
  Required
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff ID
  Required
- Location ID
  Required
- Start Time
  Required
- Duration
  Required
- Reason
  Required
- Title
Action
Write

- Appointment Id
  Required
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order ID
  Required
Action
Search
- Business Number
  Required
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Instant
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- Business Number
  Required
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Instant
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New Refund
Triggers when a new refund is created in birdeye
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- Business Number
  Required
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- Business Number
  Required
- CRM Name
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- Parent Business Number
  Required
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- Parent Business Number
  Required
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- Business Number
  Required
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- Business Id
  Required
- 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 Id
  Required
- External Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Event Name
  Required
- Location Business Number
  Required
- CRM Name
  Required
Action
Write
- business Number
  Required
- appointment Id
  Required
- Action
  Required
- 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

Appointment Completed
Triggers when an appointment is completed.
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
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Client Updated
Triggers when an existing client is updated.
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Entity Tags Removed
Tags were removed from a taggable entity
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Instant
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- The ID of the Appointment or Client to be tagged
  Required
- Tag Id
  Required
Action
Write
- Client ID
  Required
- Text
  Required
Action
Write
- Staff ID
  Required
- Location ID
  Required
- Start Time
  Required
Action
Write
- Client ID
  Required
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
Action
Search
- Business number
  Required
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Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
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Instant
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- Business number
  Required
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Instant
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- Parent Business Number
  Required
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
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Instant
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- Business Number
  Required
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Instant
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- Parent Business Number
  Required
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Instant
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- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business Number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- 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 Amount
  Required
- 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 User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To Email
  Required
- Ticket Status
- Ticket ID
  Required
- Parent Business Number
  Required
- User Email
  Required
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.

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Related categories

Reviews

About Boulevard

Boulevard is the first client experience platform purpose-built to accelerate sales and eliminate stress for self-care, appointment-based businesses.

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Related categories

Scheduling & Booking

Related Zap Templates

Create new Birdeye customers from completed Boulevard appointments

Related Zap Templates

Create new Birdeye customers from completed Boulevard appointments