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Integrating OnceHub with Make [New]

Integrating OnceHub with Make, a leading Integration Platform as a Service (iPaaS), enables you to automate data movement across your essential tech stack. By connecting OnceHub to Make’s extensive network of apps, you can seamlessly integrate OnceHub’s scheduling into your workflows, ensuring data consistency across your entire organization.

NOTE: .For more information on available Triggers and Actions (Modules), visit the OnceHub (New) integration page on Make. If you are using our classic product, refer to the ScheduleOnce (Classic) integration page on Make.      


Key Features of the Make Integration

Integrating OnceHub with Make’s iPaaS provides high-level control over your scheduling data through these key features:

  • Visual Workflow Designer: Map complex data journeys using a drag and drop interface. This allows you to build and visualize sophisticated, multi-step automations that connect OnceHub to your entire tech stack without writing code.
  • Advanced Logic & Branching: Scale your scheduling processes using built-in tools like filters, routers, and iterators to create conditional if/then scenarios across thousands of integrated tools.


Connecting OnceHub with Make

To set up the integration, you will need to authorize the connection using your OnceHub API Key:

  1. Click the gear icon located in the top-right corner of the page.
  2. Select Account Integrations from the dropdown menu.
  3. Filter for Automation.
  4. Click the Make tile.
  5. Click on Set up on Make.
  6. Follow the on-screen setup instructions to authorize the connection using your OnceHub API Key.

Which Make App Should I Use?

Once the connection is established, ensure you choose the appropriate OnceHub app version in the Make dashboard to match your booking setup.

  • OnceHub (New): Recommended for all workflows related to Booking Calendars.
  • ScheduleOnce (Classic): Use only for workflows specifically related to classic Booking Pages.

Understanding Make’s Automations

Once you select the appropriate OnceHub app in the Make iPaaS, you can build Scenarios using a Trigger and Action framework:

  • When This Happens (Trigger): An event in OnceHub (e.g., a new booking) that initiates the Scenario.
  • Do This (Action): The task Make performs in a destination app (or back in OnceHub) using the data provided by the Trigger.

List of Supported Triggers:

Trigger

Description

Watch Bookings

Triggers whenever a booking status changes (scheduled, rescheduled, reassigned, canceled or no-show). Use this trigger to monitor the entire lifecycle of an appointment.

Watch Booking Scheduled

Triggers whenever a new meeting is successfully booked. Use this trigger to automatically create new records in your CRM or send customized welcome packets.

Watch Booking Rescheduled

Triggers whenever an  existing appointment is moved to a new time slot. Use this trigger to automatically update your CRM and meeting data on your other platforms and apps.

Watch Booking Canceled

Triggers when an existing booking is removed from the schedule. Use this trigger to set up automated follow ups or notify stakeholders.

Watch Booking Completed

Triggers once the scheduled date and time for a booking has passed. Use this trigger to automate post-meeting surveys or status updates.

Watch Booking Canceled Reschedule Requested

Triggers whenever a booking is canceled by the user and the guest is requested to select a new time.

Watch Booking No Showed

Triggers when a user manually marks a booking as a No-show, helping you track attendance and engagement.

Watch Booking Reassigned

Triggers whenever a booking is moved from one user to another, ensuring the new host has all the necessary context and data.

Supported Actions:

Action

Description

Make an API Call

Allows you to perform advanced operations using a raw HTTP request to the OnceHub API for features not listed above.


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