This automation scenario allows you to connect ScheduleOnce and ActiveCampaign
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
ScheduleOnce and ActiveCampaign can also be integrated using automation tools other than zapier:
When this trigger fires in ScheduleOnce
Triggers when a booking is canceled.
Then these actions happen in ActiveCampaign
Creates a new contact, or updates an existing contact.
Adds new contact note.
This guide contains information on how to set up an automatic workflow that allows to Add notes to ActiveCampaign contacts when OnceHub bookings are canceled.
Part I
First, we need to connect ScheduleOnce and ActiveCampaign to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect ScheduleOnce to Zapier.
Give Zapier access to your ScheduleOnce account, using ScheduleOnce credentials.
Connect ActiveCampaign to Zapier.
Give Zapier access to your ActiveCampaign account, using ActiveCampaign credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for ScheduleOnce
Choose the following trigger: Canceled Booking (Triggers when a booking is canceled.).
Then set up an Action for ActiveCampaign
Choose this action: Create or Update Contact (Creates a new contact, or updates an existing contact.).
Then set up another Action for ActiveCampaign
Choose this action: Add Contact Note (Adds new contact note.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ScheduleOnce and ActiveCampaign.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add notes to ActiveCampaign contacts when OnceHub bookings are canceled!
Triggers when a new contact is added to a list.
Triggers when a new contact is added or existing contact's details are updated.
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Triggers when a a Tag is added or removed from a Contact
Triggers when a new contact is created.
Triggers when a new contact task is created.
Performs an arbitrary authorized API call.
Triggers when a new booking is scheduled.
Triggers when any booking events have occurred.
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
Triggers when a booking is canceled.
Triggers when the status of a booking is changed to No-show.
ScheduleOnce is the ultimate scheduling solution for businesses. Automate your workflows, integrate with popular apps, and offer customers the ability to schedule meetings quickly and easily.
ActiveCampaign alternatives
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