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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Agreement Completed" from AdvicePay.

Add your action

An action happens after the trigger—such as "API Request (Beta)" in OnceHub.

You’re connected!

Zapier seamlessly connects AdvicePay and OnceHub, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Agreement Completed
Triggers when an eSign agreement is fully executed by all required signers.
Trigger
Polling
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Subscription Activated
Triggers when a subscription is initially activated.
Trigger
Polling
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- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Advisor
  Required
Action
Write
- Amount to be Invoiced, in cents
  Required
- Due Date
  Required
- Client
  Required
- Frequency
  Required
- Billing Periods (numeric)
- Advance Billing
  Required
- Description of Services
  Required
- Send Email
- Email Message
- Engagement Workflow ID
Action
Write
- Subscription ID
  Required
Action
Write

- Page
- Subscriptions per Page
- Filter by Subscription Status
- Filter by Subscription Frequency
- Filter by Advisor
- Filter by Client
Action
Write
- Client Email
  Required
Action
Search

Reassigned Booking
Triggers when a booking calendar booking is reassigned.
Trigger
Instant
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Contact Lifecycle Event
Triggers when a contact is captured or updated
Trigger
Instant
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Conversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Trigger
Instant
Try It
Conversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Trigger
Instant
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Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Trigger
Instant
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Booking Cancelled and Rescheduled
Triggers when a booking is canceled and replaced by a new booking.
Trigger
Instant
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Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Trigger
Instant
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Booking Scheduled
Triggers when a new booking is scheduled.
Trigger
Instant
Try It
- Find Contact by
  Required
Action
Search

Invoice Paid
Triggers when an invoice is paid.
Trigger
Polling
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Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Polling
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- Amount to be Invoiced
  Required
- Due Date
  Required
- Client
  Required
- Advance Billing
  Required
- Description of Services
  Required
- Send Email
- Email Message
- Engagement Workflow Id
Action
Write
- Invoice ID
  Required
Action
Write
- Page
- Invoices Per Page
- Invoice Status
- Invoice Frequency
- Invoices Paid After...
- Invoices Paid Before...
- Advisor
- Client
Action
Write
- Page Size
- Verified
- Email
Action
Write
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Advisor
  Required
Action
Search or write
Contact Captured
Triggers when a contact is captured
Trigger
Instant
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Contact Updated
Triggers when a captured contact is updated
Trigger
Instant
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Conversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Trigger
Instant
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Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
Trigger
Instant
Try It
Booking Canceled
Triggers when an existing booking is cancelled.
Trigger
Instant
Try It
Booking Completed
Triggers when the date and time for a booking has passed.
Trigger
Instant
Try It
Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
Try It
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect AdvicePay and OnceHub to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate OnceHub on the Zapier blog

Make work flow with AI

Level up your AdvicePay to OnceHub integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AdvicePay

AdvicePay is a tool for fee-for-service financial planners to manage billing, payments, and compliance.

HelpHelp

Related categories

Commerce

About OnceHub

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

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

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Connect AdvicePay and OnceHub to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect AdvicePay and OnceHub to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate OnceHub on the Zapier blog

4 ways to automate OnceHub with Zapier

Make work flow with AI

Connect AdvicePay to OnceHub on the world's largest no-code automation platform