1.Detects booking scheduled
Integrate OnceHub and scheduling tools to trigger onboarding updates when a configured multi-session booking is scheduled.
Update client onboarding records and schedule timed follow-ups
Automatically detect configured onboarding booking events across OnceHub. Create and update onboarding records and seed timed follow-ups when bookings happen, milestones hit, or sessions rescheduleβso you can trigger team alerts, update schedules, and capture forms without manual follow-up.
How this automation schedules follow-ups
When a configured onboarding meeting gets booked, delays can break milestone timing and follow-up quality. This automation formats milestone dates, updates the client record in Google Sheets, and creates Kajabi submissions and Slack alertsβso your team can follow the plan without manual follow-up.
OnceHubor swap with your favorite app
2.Formats meeting time and milestones
Integrate Formatter by Zapier and timezone tools to format call time and compute +21 and +112 day milestone dates.
Formatter by Zapieror swap with your favorite app
3.Looks up client row by email
Integrate Google Sheets and spreadsheet data tools to lookup the client row id and existing program markers by email.
Google Sheetsor swap with your favorite app
4.Filters qualifying program clients
Integrate Filter by Zapier and rules logic to continue only when the client row shows the configured onboarding program membership.
Filter by Zapieror swap with your favorite app
5.Updates client onboarding schedule
Integrate Google Sheets and spreadsheet automation to write meeting and milestone dates, and reset next-step scheduling fields.
6.Creates Kajabi form entry and posts alert
Integrate Kajabi and Slack to submit initial form fields and post a team channel message for the booked onboarding call.
Slackor swap with your favorite app
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