OnceHub + Redtail CRM

OnceHub + Redtail CRM integrations

Create new Redtail CRM activities when bookings are cancelled and rescheduled in OnceHub

Stay on top of your customer interactions with this seamless workflow. When an appointment is cancelled or rescheduled in OnceHub, it sparks an activity creation in your Redtail CRM. This streamlined process facilitates timeframe adjustments and maintains your relationship with your clients by keeping your Redtail activities in harmony with your OnceHub scheduling. Boost your customer management by keeping all data current and reliable.

When this happens...
Booking Cancelled and RescheduledTriggers when a booking is canceled and replaced by a new booking.
TriggerInstant
automatically do this!
Create ActivityCreates a new activity in your database.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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.
Trigger
Instant
Try It
Contact Lifecycle Event
Triggers when a contact is captured or updated
Trigger
Instant
Try It
Conversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Trigger
Instant
Try It
Conversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Trigger
Instant
Try It
Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Trigger
Instant
Try It

Booking Cancelled and Rescheduled
Triggers when a booking is canceled and replaced by a new booking.
Trigger
Instant
Try It
Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Trigger
Instant
Try It

Booking Scheduled
Triggers when a new booking is scheduled.
Trigger
Instant
Try It
- 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
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- 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
Trigger
Instant
Try It
Contact Updated
Triggers when a captured contact is updated
Trigger
Instant
Try It
Conversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Trigger
Instant
Try It
Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
Trigger
Instant
Try It
Booking Canceled
Triggers when an existing booking is cancelled.
Trigger
Instant
Try It
Booking Completed
Triggers when the date and time for a booking has passed.
Trigger
Instant
Try It
Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
Try It
- 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.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Similar apps

Acuity Scheduling

Scheduling & Booking

Setmore Appointments

Scheduling & Booking

YouCanBookMe

Scheduling & Booking

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

OnceHub + Redtail CRM

OnceHub + Redtail CRM

Create new Redtail CRM activities when bookings are cancelled and rescheduled in OnceHub

More things you can do with OnceHub and Redtail CRM

Related Zap Templates

Related Zap Templates