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Set up your first integration

Quickly connect AroFlo to Birdeye with a Zapier template.

Our most popular template

Create new AroFlo clients from new Birdeye leads
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Birdeye + AroFlo

Create new AroFlo clients from new Birdeye leads

Birdeye + AroFlo

How Zapier works

Zapier makes it easy to integrate AroFlo with Birdeye - no code necessary. See how you can get setup in minutes.

Select a trigger from AroFlo

A trigger is an event that starts your Zap and runs the workflow. For example, with AroFlo, a trigger could be "List New or Updated Clients."

A trigger is the event that kicks off your automated workflow.

Setup an action from Birdeye

An action is what takes place after the automation is triggered. For example, with Birdeye, the action could be "Create Appointment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected AroFlo to Birdeye

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your AroFlo to Birdeye integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect AroFlo and Birdeye to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Updated since Date/Time
  Required
Trigger
Scheduled
Try It
- Updated since Date/Time
  Required
Trigger
Scheduled
Try It
- Task ID
  Required
- Note
  Required
- Visibility
- Sticky Note?
Action
Write
- Business Unit
- Client ID
  Required
- Task Type
  Required
- Task Name
  Required
- Due Date
  Required
- Task Description
  Required
- Customer/Work Order Number
- Priority
Action
Write
- Client ID
  Required
- Postable
  Required
- Client Name
- Short Name
- ABN
- Location Name (i.e. Level 8 Building 1)
- Address (No & street)
- City
- State
- Country
- PostCode
- Mailing Location Name (i.e. Level 8, Building 1)
- Mailing Address (No & street or P.O.Box)
- Mailing City
- Mailing State
- Mailing Country
- Mailing PostCode
- Phone
- Fax
- Mobile
- Email Address
- Website
Action
Write

- Task ID
  Required
- Customer/Work Order Number
- Priority
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search

- Search Field
- Search Term
  Required
- JOIN areas
Action
Search
- Schedule ID
- Task ID
  Required
- Schedule To Type
- Schedule To ID
- Start Date
- OR Start Date Time
Action
Search
- TS Group ID
  Required
- Group ID
Action
Search
- Search Field
- Search Term
  Required
- JOIN areas
- Client Name
- Given Names (Primary Contact)
  Required
- Surname (Primary Contact)
  Required
- Business Units
- ABN
- Phone (Primary Contact)
- Fax
- Mobile (Primary Contact)
- Email (Primary Contact)
- Location Name
- Address
- City
- State
- Postcode
- Country
  Required
- Mailing Location
- Mailing Address
- Mailing City
- Mailing State
- Mailing Postcode
- Mailing Country
  Required
Action
Search or write
- Business number
  Required
Trigger
Instant
Try It
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
- Business number
  Required
- CRM Name
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email Address
- Phone
- 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
  Required
- Last Name
- Email Address
- 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
- Business number
  Required
- Appointment Id
  Required
- Action
- Start Time
  Required
- End Time
- Duration
- Appointment Type Id
- Appointment Type
- Provider Id
- Provider First Name
- Provider Last Name
- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email Address
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

- Updated since Date/Time
  Required
Trigger
Scheduled
Try It
- Timesheet Type
- Date Time Start
Trigger
Scheduled
Try It
- Client Name
- Given Names (Primary Contact)
  Required
- Surname (Primary Contact)
  Required
- Business Units
- ABN
- Phone (Primary Contact)
- Fax
- Mobile (Primary Contact)
- Email (Primary Contact)
- Location Name
- Address
- City
- State
- Postcode
- Country
  Required
- Mailing Location
- Mailing Address
- Mailing City
- Mailing State
- Mailing Postcode
- Mailing Country
  Required
Action
Write
- Business Unit
- Given Names
  Required
- Surname
  Required
- User Name (Min 4 Characters)
  Required
- Password
  Required
- Phone
- Fax
- Mobile
- Email Address
- Alternative Email Address
- Custom Fields
- Permission Group
  Required
Action
Write
- Zone
  Required
- PostXML
  Required
Action
Write
- Task ID
  Required
- Task Status
- Substatus
Action
Write
- Business Unit
Action
Search
- Invoice ID
  Required
- JOIN areas
Action
Search
- Search Field
- Search Term
  Required
- JOIN areas
Action
Search
- Given Names
  Required
- Surname
  Required
- OR User ID
- JOIN areas
Action
Search
- Search Field
- Search Term
  Required
- JOIN areas
- Business Unit
- Client ID
  Required
- Task Type
  Required
- Task Name
  Required
- Due Date
  Required
- Task Description
  Required
- Customer/Work Order Number
- Priority
Action
Search or write
- Business number
  Required
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
- Business Id
  Required
- First Name
  Required
- Last Name
- Customer Email
- 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
- Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Crm Doc Id
- CRM Name
- CRM CustomerId
- External Reference ID
- Notes
- Paid Date
- User Id
Action
Write

Learn how to automate AroFlo on the Zapier blog

Learn how to automate Birdeye on the Zapier blog

About AroFlo

AroFlo is a Job Management Software for trade & service-based businesses.

Related categories

Project Management

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.

Related categories

Reviews

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