When this happens...
ScheduleOnceScheduled Booking
Then do this...
InsightlyCreate Task

Prepping for your upcoming bookings with information from your CRM? Use Zapier to track your action items so you never miss a beat. Set up this automation and we'll watch ScheduleOnce for any new scheduled bookings, creating a task on Insightly for each so you have the reminders you need.

How this ScheduleOnce-Insightly integration works

  1. A new scheduled booking is created on ScheduleOnce
  2. Zapier automation adds a new task on Insightly

Apps involved

-ScheduleOnce -Insightly

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When this happens...
then do this!
Completed Booking

Triggers when a booking is completed. Specifically, when the time window of the booking has passed.

Create Contact

Create a new contact in your Insightly account.

Rescheduled Booking

Triggers when a booking is rescheduled.

Create Task

Create a new task in your Insightly account.

Scheduled Booking

Triggers when a new booking is scheduled.

Create Note

Create a new note in your Insightly account.

Canceled Booking

Triggers when a booking is canceled.

Create Project

Creates a new project in your Insightly account.

Booking Lifecycle Event

Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

Create Opportunity

Create a new opportunity in your Insightly account.

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ScheduleOnce is an end-to-end solution for scheduling with prospects and customers through all phases of the customer lifecycle.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations