OnceHub + Redtail CRM

OnceHub + Redtail CRM integrations

"create new activities in Redtail CRM when booking lifecycle events occur in OnceHub"

When a new booking event takes place in OnceHub, this workflow promptly creates an activity in Redtail CRM. With this automation, you can instantly capture all essential details and ensure that your customer relationship management system remains up to date. It removes manual data entry, saving you valuable time and minimizing potential errors. Efficiently manage and navigate your client communication with this simple yet effective workflow.

When this happens...
Booking Lifecycle EventTriggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
TriggerInstant
automatically do this!
Create ActivityCreates a new activity in your database.
ActionWrite

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More things you can do with OnceHub and Redtail CRM

Discover other triggers and actions you can use with OnceHub and Redtail CRM

Reassigned Booking
Triggers when a booking calendar booking is reassigned.
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Contact Lifecycle Event
Triggers when a contact is captured or updated
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Instant
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Conversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
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Instant
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Conversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
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Instant
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Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Trigger
Instant
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Booking Cancelled and Rescheduled
Triggers when a booking is canceled and replaced by a new booking.
Trigger
Instant
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Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Trigger
Instant
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Booking Scheduled
Triggers when a new booking is scheduled.
Trigger
Instant
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- Booking ID
  Required
- Reschedule Reason (optional)
Action
Write
- Booking ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
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Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
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Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

Contact Captured
Triggers when a contact is captured
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Instant
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Contact Updated
Triggers when a captured contact is updated
Trigger
Instant
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Conversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
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Instant
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Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
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Instant
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Booking Canceled
Triggers when an existing booking is cancelled.
Trigger
Instant
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Booking Completed
Triggers when the date and time for a booking has passed.
Trigger
Instant
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Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
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- Booking ID
  Required
- Cancellation Reason (optional)
- Notify users upon booking cancellation (optional)
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Find Contact by
  Required
Action
Search
Activity Created
Triggers when a new activity is created in your database.
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Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

About OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.

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Scheduling & Booking

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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Related categories

CRM (Customer Relationship Management)

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OnceHub + Redtail CRM

OnceHub + Redtail CRM

"create new activities in Redtail CRM when booking lifecycle events occur in OnceHub"

More things you can do with OnceHub and Redtail CRM

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