Boulevard + ConvertFlow

Create new Boulevard clients from new ConvertFlow form/survey submissions

Easily streamline your client management process with this automation between ConvertFlow and Boulevard. Whenever you receive a new form or survey submission in ConvertFlow, it will immediately create a new client in Boulevard. This workflow not only saves you precious time but also enhances accuracy by eliminating the need for manual data input.

When this happens...
Contact Created or Updated
Triggers when a contact is created or updated by a campaign. Includes event data.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- Webhook NameRequired
Trigger
Instant
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- Campaign
Trigger
Instant
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- EmailRequired
Action
Write
Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
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Entity Tags Removed
Tags were removed from a taggable entity
Trigger
Instant
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- The ID of the Appointment or Client to be taggedRequired
- Tag IdRequired
Action
Write
- Client IDRequired
- TextRequired
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
Action
Write
- Client IDRequired
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
Action
Search

- Campaign
Trigger
Instant
Try It
- EmailRequired
- First Name
- Last Name
- Phone
- Company Name
- Company Title
- Address
- City
- State
- Zip Code
- Country
- Source URL
- Custom Fields
Action
Write
Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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New Appointment
Triggers when an appointment is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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Entity Tags Added
New tags were added to a taggable entity
Trigger
Instant
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Order Completed
Triggers when an order is closed.
Trigger
Instant
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- First nameRequired
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
- DurationRequired
- ReasonRequired
- Title
Action
Write
- Appointment IdRequired
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order IDRequired
Action
Search

About Boulevard

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

Learn more

Related categories

Scheduling & Booking

About ConvertFlow

ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.

Learn more

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

Boulevard + ConvertFlow

Create new Boulevard clients from new ConvertFlow form/survey submissions

Supported triggers and actions

Webhook Automation

Fields Submitted by Visitor

Delete Contact

Appointment Completed

Appointment Rescheduled

Client Updated

Entity Tags Removed

Add Tag

Create Client Note

Delete Timeblock

Update Client

Find Client by Email

Find Client by ID

Contact Created or Updated

Create or Update Contact

Appointment Cancelled

New Appointment

New Client

Entity Tags Added

Order Completed

Create Client

Create Timeblock

Update Appointment

Find Appointment

Find Client by External ID

Find Order by ID

About Boulevard

Related categories

About ConvertFlow

Related categories

Similar apps

Zapier Interfaces