OnceHub + Salesforce Essentials

Schedule bookings in OnceHub to create new records in Salesforce Essentials

Boost your productivity with this dynamic workflow that seamlessly bridges the gap between OnceHub and Salesforce Essentials. Whenever a new booking is scheduled in OnceHub, a corresponding record is promptly created in Salesforce Essentials. This ensures that your business operations stay coordinated, reducing manual data entry and improving efficiency. Perfect for businesses seeking a streamlined, automated way to maintain their sales records.

When this happens...
Booking Scheduled
Triggers when a new booking is scheduled.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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Supported triggers and actions

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
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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
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- Booking IDRequired
- Reschedule Reason (optional)
Action
Write
- Booking IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- LeadRequired
Action
Write
- Salesforce ObjectRequired
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
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
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Booking Canceled
Triggers when an existing booking is cancelled.
Trigger
Instant
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Booking Completed
Triggers when the date and time for a booking has passed.
Trigger
Instant
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Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
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- Booking IDRequired
- Cancellation Reason (optional)
- Notify users upon booking cancellation (optional)
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Find Contact byRequired
Action
Search
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search