AgencyBloc + OnceHub
Find individuals and create AgencyBloc activities from new OnceHub bookings
Looking to create efficiencies when scheduling meetings and using activities in AgencyBloc? Use this template to automatically create and assign AgencyBloc activities when people schedule new OnceHub bookings. The integration will identify the contact via an email address lookup and add the activity to the contact’s individual record in your AgencyBloc account.
Looking to create efficiencies when scheduling meetings and using activities in AgencyBloc? Use this template to automatically create and assign AgencyBloc activities when people schedule new OnceHub bookings. The integration will identify the contact via an email address lookup and add the activity to the contact’s individual record in your AgencyBloc account.
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this...Get Individual by Email and Name
Finds An Individual By Email And Name
- then do this!Create Activity
Creates an Activity in AgencyBloc.
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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.
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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”.
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