Create notes in Wealthbox CRM for new scheduled bookings in OnceHub
Ensure every new booking in OnceHub is well-documented with this workflow. When a new booking is scheduled in OnceHub, a note detailing the event is immediately created in Wealthbox CRM. This makes it easy to track customer interactions and manage vital data in one place, streamlining your CRM process for improved efficiency and organization.
Ensure every new booking in OnceHub is well-documented with this workflow. When a new booking is scheduled in OnceHub, a note detailing the event is immediately created in Wealthbox CRM. This makes it easy to track customer interactions and manage vital data in one place, streamlining your CRM process for improved efficiency and organization.
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create Note
Creates a new note.
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Contact Captured
Triggers when a contact is captured
Try ItContact Updated
Triggers when a captured contact is updated
Try ItConversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Try ItConversation Started
Triggers when a website visitor starts interacting with your chatbot.
Try It
Contact Lifecycle Event
Triggers when a contact is captured or updated
Try ItConversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Try ItConversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Try ItBooking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Try It