When this happens...
ScheduleOnceScheduled Booking
Then do this...
Wealthbox CRMCreate Event

ScheduleOnce makes it easy to set up bookings, but they're also needed on your CRM for reference. Set up this automation, and we'll make sure they're copied over. From then on, whenever a new booking is created on ScheduleOnce, an event will be added to match it on Wealthbox, keeping you on time no matter where you look.

Note: This Zapier integration will not import existing ScheduleOnce bookings into your Wealthbox CRM account. It will only import new ScheduleOnce bookings once the integration has been setup.

How It Works

  1. A new booking is created on ScheduleOnce
  2. Zapier adds a new event in your Wealthbox CRM account

What You Need

  • ScheduleOnce account
  • Wealthbox CRM account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect ScheduleOnce + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

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

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

Wealthbox CRM
Create Contact

Creates a new contact.

ScheduleOnce
Rescheduled Booking

Triggers when a booking is rescheduled.

Wealthbox CRM
Create Event

Creates a new event.

ScheduleOnce
Scheduled Booking

Triggers when a new booking is scheduled.

Wealthbox CRM
Create Task

Creates a new task.

ScheduleOnce
Canceled Booking

Triggers when a booking is canceled.

Wealthbox CRM
Create Project

Creates a new project.

ScheduleOnce
Booking Lifecycle Event

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

Wealthbox CRM
Create Opportunity

Creates a new opportunity.

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Become a Zapier Integration Partner

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

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.