Birdeye + Planning Center

Create new Birdeye customers from new Planning Center lists results

Stay organized and enhance your customer management process using this workflow. When new list results are detected in Planning Center, it creates a new customer entry in Birdeye, ensuring no potential client slips through the cracks. This seamless connection allows you to focus more on nurturing customer relationships, enhancing your efficiency, and growing your business.

When this happens...
New List Result
Triggers when the specified List has a new Person added.
TriggerScheduled
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

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Supported triggers and actions

- ListRequired
Trigger
Scheduled
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- FormRequired
Trigger
Scheduled
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- WorkflowRequired
Trigger
Scheduled
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- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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New Refund
Triggers when a new refund is created in birdeye
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
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business IdRequired
- 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 IdRequired
- External Appointment IdRequired
- Business numberRequired
- ActionRequired
- Appointment StatusRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write

New Donation
Triggers when a donation is received.
Trigger
Scheduled
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New Profile
Triggers when a new Profile is created.
Trigger
Scheduled
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- Business numberRequired
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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- Business numberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
- CRM Name
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- 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 AmountRequired
- 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 UserRequired
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- 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

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.

Learn more

Related categories

Reviews

About Planning Center

Planning Center is a church management system that helps manage people, services, donations, registrations, and more.

Learn more

Related categories

Fundraising

Birdeye + Planning Center

Create new Birdeye customers from new Planning Center lists results

Supported triggers and actions

New List Result

New Form Submission

New Workflow Card

Cancel Appointment

Complete Appointment

New Refund

New Invoice

New Payment

Survey Completed

Create Customer

Update External Appointment Id in Birdeye

Mark Invoice as Paid

New Donation

New Profile

New Appointment

New Canceled Invoice

Confirm Appointment

New Contact

New Lead

No Show Appointment

Create Appointment

Create Invoice

Get Contact Details

Update Appointment

About Birdeye

Related categories

About Planning Center

Related categories