Trafft + Vendasta

Create or update Vendasta contacts when new customers are created in Trafft

Streamline your workflow by connecting Trafft and Vendasta seamlessly. When a new customer is added in Trafft, this automation instantly creates or updates their contact details in Vendasta. It not only saves your time and reduces manual data entry, but also ensures that your Vendasta database stays up-to-date with the latest customer information. Enjoy more efficient customer management, leaving you with more time to focus on your business.

When this happens...
Customer Created
Triggers when a new customer is created.
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