ConditionalVisibility

new-products-promo

Customer stories

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Gmail

Mailchimp

ScheduleOnce

Wealthbox CRM

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OnceHub makes it easy to set up bookings, but they're also needed on your CRM for reference.  Set up this automation, and we'll make sure they're copied over. From then on, whenever a new booking is created on OnceHub, an event will be added to match it on Wealthbox, keeping you on time no matter where you look.

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.

OnceHub

Contact Captured

Triggers when a contact is captured or updated

Contact Lifecycle Event

Triggers when a captured contact is updated

Contact Updated

Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.

Conversation Lifecycle Event

Triggers when a chatbot conversation is abandoned by a website visitor.

Conversation Abandoned

Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.

Conversation Closed

Triggers when a chatbot reaches out to a website visitor, prior to the website visitor's first response.

Conversation Reached Out

Triggers when a website visitor starts interacting with your chatbot.

Conversation Started

Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.

Booking Lifecycle Event

Triggers when an existing booking is cancelled.

Booking Canceled

Triggers when a booking is canceled and replaced by a new booking.

Booking Cancelled and Rescheduled

Triggers when the date and time for a booking has passed.

Booking Completed

Triggers when the status of a booking is manually changed to “No-show”.

Booking No-Show

Booking Rescheduled

Triggers when a new booking is scheduled.

Booking Scheduled

Find Contact

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

New Comment

New Contact

New Event

New Note

Triggers when a new opportunity is created.

New Opportunity

New Project

Triggers when a Task has been completed. Non-repeating tasks only.

Task Complete

New Task

New Workflow

Triggers when an existing workflow step is completed.

Workflow Step Complete

Find or Create a Contact

Add Member to Household

Create Contact

Create Event

Create Note

Create Opportunity

Create Project

Create Task

Create Household

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Start Workflow

Add new OnceHub bookings as new events in Wealthbox CRM

Instead of performing a one-time import of your Wealthbox contacts to a Mailchimp subscriber list, leverage Zapier do it for you.  After you've set it all up, this Wealthbox CRM-Mailchimp integration will automatically add any new contact in your Wealthbox CRM account to your Mailchimp subscriber list as they are created.

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Triggers when a new campaign is created or sent.

New Campaign

Triggers when a recipient opens an email in a specific campaign.

Email Opened

Triggers when a recipient clicks a pre-specified link in your campaign.

Link Clicked

Triggers when a new audience is added to your MailChimp accounts.

New Audience

Triggers when a new customer is added to a selected store.

New Customer

Triggers when a new subscriber is added to an audience.

New Subscriber

New Order

Triggers when any current subscriber unsubscribes from an audience.

New Unsubscriber

Triggers when a subscriber is added to a Tag within a List.

New Subscriber With Tag

Triggers when a subscriber is added to a segment or tag within an audience.

New Subscriber in Segment or Tag

Triggers when a subscriber is added or updated in an audience.

New or Updated Subscriber

Find a Campaign

Find Customer

Find Tag

Searches for a new subscriber on your MailChimp audience.

Find a Subscriber

Find or Create Campaign

Find or Create Tag

Find or Create Subscriber

Archive Subscriber

Create Campaign

Get report details for a specific sent campaign.

Campaign Report

Get report details for a specific link clicks.

Click Report

Create Tag

Creates a custom event for an existing subscriber.

Create Custom Event

Creates a new audience in your MailChimp account.

Create Audience

Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

Add/Update Subscriber

Unsubscribe or delete a contact by email address within an audience.

Unsubscribe or Delete Contact action

Removes a subscriber by email address from a tag within an audience.

Remove Subscriber from Tag

Sends a campaign to all subscribers in an audience, segment, or tag.

Send Campaign

Adds a new note to an existing subscriber.

Add Note to Subscriber

Add an email address to a tag within an audience. Note: the email address **must already be subscribed to the audience**, or this will fail.

Add Subscriber to Tag

Add new Wealthbox CRM contacts to a Mailchimp list

Are you drafting emails for all of your new bookings? If these emails tend to say the same things, why not let Zapier do it all automatically? The moment a new booking comes through OnceHub, Zapier will create a draft in Gmail, ready for you to click "Send".

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Create Gmail drafts for new bookings from OnceHub

If you're looking for better ways to keep your calendar updated with meeting info, try this integration. Once active, it will create a new Zoom meeting whenever a booking is made via OnceHub and automatically insert the Zoom meeting link into the location field of a matching Google Calendar event. Your customers then receive an updated Google Calendar invite with the Zoom meeting link, allowing them to access all relevant booking details from one single place, without any effort on your part.

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Zoom

Triggers when every time a meeting host ends the meeting.

New Meeting Ended

Triggers when a summary is available for a meeting. Note: you must be the meeting host.

New Meeting Summary

Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.

New Audio Transcript

Triggers when a new participant joins a webinar or meeting.

New Participant Joined Webinar or Meeting

Triggers when a new Meeting or Webinar is created.

New Meeting

Triggers when a new registrant is added to a meeting.

New Meeting Registrant

Triggers when a new Cloud Recording is completed for a Meeting or Webinar.

New Cloud Recording

Triggers when a new registrant is added to a Webinar.

New Webinar Registrant

Finds a find meeting/webinar based on id or topic name.

Find Meeting/Webinar

Find Recording and Download

Get Meeting Summary

Retrieve the list of participants (as line items) for a given meeting or webinar, up to 3000 participants.

Retrieve Meeting or Webinar Participants

Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)

Create Meeting

Create Meeting Registrant

Create Webinar Registrant

Deletes all recordings for a specified meeting, with an option to move them to trash or permanently delete them.

Delete Meeting Recordings

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Google Calendar

New Calendar

Triggers when an event is cancelled or deleted.

Event Cancelled

Event Ended

Triggers when a specified amount of time before an event starts.

Event Start

Triggers when an event is created or updated (except when it's cancelled).

New or Updated Event

Triggers when an event is created that matches a search.

New Event Matching Search

Find Event

Finds a specific event by its ID in your calendar.

Retrieve Event by ID

Finds multiple events in your calendar as line items.

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