An automated workflow using zapier
Connects ScheduleOnce + Keap Max Classic
Create Keap Max Classic companies from new OnceHub bookings
About this workflow template
This automation scenario allows you to connect ScheduleOnce and Keap Max Classic
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.
ScheduleOnce and Keap Max Classic can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in ScheduleOnce
Scheduled Booking in ScheduleOnce
Triggers when a new booking is scheduled.
Then this action happens in Keap Max Classic
Create Company in Keap Max Classic
Create a new company.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Keap Max Classic companies from new OnceHub bookings.
Part I
Configure Applications
First, we need to connect ScheduleOnce and Keap Max Classic 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 Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Part II
Build an integration workflow
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: Scheduled Booking (Triggers when a new booking is scheduled.).
Then set up an Action for Keap Max Classic
Choose this action: Create Company (Create a new company.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ScheduleOnce and Keap Max Classic.
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 Create Keap Max Classic companies from new OnceHub bookings!
Related Automation Templates
Supported triggers and actions
Tag added to contact
Triggers when a tag gets added to a contact.
triggerbyzapierNew contact
Triggers when you add a new contact.
triggerbyzapierautomateioNew invoice
Triggers when you add a new invoice.
triggerbyzapierautomateioNew opportunity
Triggers when you add a new opportunity.
triggerbyzapierautomateioNew payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
triggerbyzapierautomateioNew contact action
Triggers when you add a new action for a contact (task, note, or appointment).
triggerbyzapierautomateio
Make an api call
Performs an arbitrary authorized API call.
actionbyintegromatScheduled booking
Triggers when a new booking is scheduled.
triggerbyzapierWatch bookings
Triggers when any booking events have occurred.
triggerbyintegromatCompleted booking
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
triggerbyzapierCanceled booking
Triggers when a booking is canceled.
triggerbyzapierNo-show booking
Triggers when the status of a booking is changed to No-show.
triggerbyzapier
Apps you need
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.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
