Trafft + Vendasta

Create or update Vendasta contacts when new bookings are completed in Trafft

Simplify your Trafft bookings with this versatile workflow. When a booking concludes, the contact details are readily processed in Vendasta. This allows for a smooth transfer of essential customer information, enhancing your efficiency and organizing your procedures effectively.

When this happens...
Booking Completed
Triggers when a new booking is made.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
ActionWrite

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Supported triggers and actions

Booking Canceled
Triggers when a booking is canceled.
Trigger
Instant
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Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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- Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
Action
Write
- Account ID
- Customer Identifier
- Search Existing
- Business Name
- Website
- Categories
- Country/Region
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Business Phone Number
- Business Email
- Toll Free Number
- Short Description
- Long Description
- Facebook URL
- Foursquare URL
- LinkedIn URL
- Twitter URL
- Pinterest URL
- Instagram URL
- YouTube URL
- Custom Fields
- Return note
- Return Fields
Action
Write

- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Company
- Company ID for Association (Optional)
- Return note
- Return Fields
Action
Write

Booking Completed
Triggers when a new booking is made.
Trigger
Instant
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Booking Status Changed
Triggers when a booking status is changed.
Trigger
Instant
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- Note for Vendasta App as trigger
Trigger
Polling
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- Automation IDRequired
Action
Write
- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Contact IDs for Association (Optional)
- Return note
- Return Fields
Action
Write