Using Streak to track your contacts? Save time with this automation - every time a new booking is made via ScheduleOnce, Zapier will automatically create a new Streak box with the contact information collected in the ScheduleOnce booking form.
Note: You can add a Filter step to this Zap to filter it based on the ScheduleOnce booking data and data entered by the Customer in the booking form.
How this ScheduleOnce-Streak integration works
- A new booking is made via ScheduleOnce
- Zapier automatically saves the booking data into a new box in Streak
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Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
Create a new Task on a Box.
Triggers when a booking is rescheduled.
Edit fields, stage, assigned to, name and notes on an existing box.
Triggers when a new booking is scheduled.
Create a new box.
Triggers when a booking is canceled.
Create an email filter that's part of a box.
Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.