OnceHub + Workamajig Integrations

How to connect OnceHub + Workamajig

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Supported triggers and actions

What does this mean?

Contact Captured
Triggers when a contact is captured
Trigger
Instant
Contact Lifecycle Event
Triggers when a contact is captured or updated
Trigger
Instant
Contact Updated
Triggers when a captured contact is updated
Trigger
Instant
Conversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Trigger
Instant
Conversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Trigger
Instant

Conversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Trigger
Instant
Conversation Reached Out
Triggers when a chatbot reaches out to a website visitor, prior to the website visitor's first response.
Trigger
Instant

Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
Trigger
Instant

OnceHub
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Instant
Trigger
OnceHub
Triggers when an existing booking is cancelled.
Instant
Trigger
OnceHub
Triggers when a booking is canceled and replaced by a new booking.
Instant
Trigger
OnceHub
Triggers when the date and time for a booking has passed.
Instant
Trigger
OnceHub
Triggers when the status of a booking is manually changed to “No-show”.
Instant
Trigger
OnceHub
Triggers when a booking is rescheduled.
Instant
Trigger
OnceHub
Triggers when a new booking is scheduled.
Instant
Trigger
Workamajig
Triggers when a new activity is created.
Instant
Trigger
Workamajig
Triggers when a company is updated.
Instant
Trigger
Workamajig
Triggers when a new contact is created.
Instant
Trigger
Workamajig
Triggers when a contact is updated.
Instant
Trigger
Workamajig
Triggers when a new lead is created.
Instant
Trigger
Workamajig
This trigger gets called when a lead is updated in Workamajig
Instant
Trigger
Workamajig
Triggers when a new opportunity is created.
Instant
Trigger
Workamajig
Triggers when an opportunity is updated.
Instant
Trigger
Workamajig
Creates a new activity.
Scheduled
Action
Workamajig
This will add a new email address to a Marketing Group in Workamajig. Please note the email address must be associated to an existing contact with Workamajig before adding it.
Scheduled
Action
Workamajig
Creates a new company.
Scheduled
Action
Workamajig
Creates a new contact.
Scheduled
Action
Workamajig
Updates a contact.
Scheduled
Action
Workamajig
Creates a new lead.
Scheduled
Action
Workamajig
This action will update a lead
Scheduled
Action
Workamajig
Creates a new opportunity.
Scheduled
Action
Workamajig
Updates an opportunity.
Scheduled
Action

How OnceHub + Workamajig Integrations Work

Step 1: Authenticate OnceHub and Workamajig.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.