Update client and pet profiles with booking details

Purpose

1.1. Automate the update of client and pet profiles with real-time booking data to ensure current, accurate profiles for operations, communication, and analytics.
1.2. Automates synchronization across reservation inputs—web forms, phone, POS—into centralized client records to reduce errors and manual entry.
1.3. Supports automated compliance tracking, preferences, vaccination, and boarding needs for tailored services.
1.4. Enables automation of follow-up flows, billing, loyalty programs, and reporting stemming from updated profiles.

Trigger Conditions

2.1. New reservation or change submitted through online booking form.
2.2. Booking created or modified via external partners (Rover, PetBacker, Google Calendar).
2.3. Manual entry by staff in POS or CRM system.
2.4. Receipt of confirmation email or SMS containing booking changes.
2.5. API call from mobile app signaling updated booking.

Platform variants

3.1. Salesforce
• Feature/Setting: Automate record update via "Update Records" under Process Builder/Flow; API endpoint PATCH /services/data/vXX.0/sobjects/ObjectName/Id
3.2. Zoho CRM
• Feature/Setting: Automator uses "Update Module Entry"; POST to /crm/v2/{module_api_name}/{record_id}
3.3. HubSpot
• Feature/Setting: Automated workflow; CRM API v3: PATCH /crm/v3/objects/contacts/{contactId}
3.4. Airtable
• Feature/Setting: Automation trigger: "When record updated"; API PATCH /v0/{baseId}/{tableName}/{recordId}
3.5. Google Sheets
• Feature/Setting: Script automation: onEdit() trigger; Sheets API: spreadsheets.values.update
3.6. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow: "Update a row"; Web API PATCH /api/data/v9.0/entityset({id})
3.7. Pipedrive
• Feature/Setting: Automation workflow using "Update Person" action; API endpoint PUT /persons/{id}
3.8. Freshdesk
• Feature/Setting: Automate "Update Contact"; API: PUT /api/v2/contacts/{id}
3.9. ServiceNow
• Feature/Setting: Flow Designer: "Update Record"; REST API PATCH /api/now/table/{tableName}/{sys_id}
3.10. Oracle NetSuite
• Feature/Setting: SuiteScript automation; REST API PATCH /record/v1/{recordType}/{recordId}
3.11. Monday.com
• Feature/Setting: Automation Recipe "When booking submitted, update item"; GraphQL API mutation change_column_value
3.12. Trello
• Feature/Setting: Power-Up or Automation: "Update Card"; REST API PUT /cards/{id}
3.13. Notion
• Feature/Setting: Integration "Update database entry"; API PATCH /v1/pages/{page_id}
3.14. Asana
• Feature/Setting: Automation "Update Task"; API: PUT /tasks/{task_gid}
3.15. SAP SuccessFactors
• Feature/Setting: Intelligent RPA automation; API: PATCH /odata/v2/{entity}({key})
3.16. Intercom
• Feature/Setting: Automate user update; API: PUT /users/{id}
3.17. Stripe
• Feature/Setting: Customer metadata automation; API: POST /v1/customers/{id}
3.18. QuickBooks Online
• Feature/Setting: Workflow to "Update Customer"; API: POST /v3/company/{companyId}/customer
3.19. Zoho Creator
• Feature/Setting: Workflow "on update" trigger; API: PUT /api/v2/{appLinkName}/form/{formLinkName}/{dataId}
3.20. Typeform
• Feature/Setting: "On submission" automation; API: POST /forms/{form_id}/responses
3.21. PetExec
• Feature/Setting: API: Update Client/Pet records via POST to /api/updateClient or /api/updatePet
3.22. Gingr
• Feature/Setting: Automated Client/Pet Update Integration; API: PATCH /v1/clients/{clientId}

Benefits

4.1. Automates error reduction and ensures booking-driven data consistency.
4.2. Automating client and pet information ensures personalized, up-to-date service.
4.3. Automation eliminates manual entry, increasing staff efficiency and workflow speed.
4.4. Automated booking data integrates with marketing, analytics, and billing flows seamlessly.
4.5. Automatable triggers and updates create an auditable, reliable data trail for compliance and reporting purposes.