OnceHub + Redtail CRM
Create activities in Redtail CRM when bookings are cancelled in OnceHub
Ensure you're always on top of your business schedule with this workflow. Whenever a booking is canceled in OnceHub, an activity will be created in Redtail CRM. This automation helps you stay organized by immediately recording changes in your schedule, ensuring all data in your CRM is up to date.
Ensure you're always on top of your business schedule with this workflow. Whenever a booking is canceled in OnceHub, an activity will be created in Redtail CRM. This automation helps you stay organized by immediately recording changes in your schedule, ensuring all data in your CRM is up to date.
- When this happens...Booking Canceled
Triggers when an existing booking is cancelled.
- automatically do this!Create Activity
Creates a new activity in your database.
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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
