OnceHub + Shape

OnceHub + Shape integrations

Create records in Shape Software when new bookings are scheduled in OnceHub

When a new booking is scheduled in OnceHub, you’ll want to hear about it and send them a follow-up text or email. This integration will do just that, automatically. Set it up to add every new booking scheduled in OnceHub to Shape Software as a new record, and then send an automated text or email message via Shape's marketing automation.

When this happens...
Booking ScheduledTriggers when a new booking is scheduled.
TriggerInstant
automatically do this!
Create RecordCreate a new record within the CRM
ActionWrite

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More things you can do with OnceHub and Shape

Discover other triggers and actions you can use with OnceHub and Shape

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 Id
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Find Contact by
  Required
Action
Search
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
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 ID
  Required
- Cancellation Reason (optional)
- Notify users upon booking cancellation (optional)
Action
Write
- Booking ID
  Required
- Reschedule Reason (optional)
Action
Write
- Booking ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

About OnceHub

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

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About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

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CRM (Customer Relationship Management)

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