OnceHub utilizes Integrately, an Integration Platform as a Service (iPaaS), to automate data movement between your essential applications. By connecting OnceHub to Integrately's extensive network of over 1,200 apps, including CRM, invoicing, and marketing platforms, you can seamlessly integrate OnceHub's functionalities into your daily workflows.
This integration simplifies processes and ensures data consistency, enhancing your overall operational efficiency.
Key Features of Integrately
Comprehensive Automation Triggers: Automate workflows based on lifecycle events, such as booking scheduling, completion, rescheduling, or cancellations.
Wide App Ecosystem: Integrate with tools across categories like CRM (e.g., Salesforce, HubSpot), invoicing (e.g., QuickBooks), and marketing (e.g., Mailchimp).
Flexible Automation: Create multi-step automations to handle complex workflows, linking multiple apps in one automation.
Dynamic Updates: Ensure real-time synchronization of booking data across all integrated tools.
Customizable Workflows: Tailor automations to suit unique operational needs, from simple tasks to advanced multi-app processes.
Understanding Integrately’s Automations
Integrately enables the creation of automated workflows that connect multiple applications. These automations are built on a simple "Trigger and Action" framework:
When This Happens (Trigger): An event in the source app that initiates the automation.
Do This (Action): The task Integrately performs in the destination app using data from the Trigger.
For example, you can create an automation that adds or updates a contact in your CRM every time a new booking is made, or a visitor engaged with a chatbot.
Connecting OnceHub with Integrately
- Click the gear icon located in the top-right corner of the page.
- Select Account Integrations from the dropdown menu.
- Filter for Automation.
- Click on the Integrately tile.
- Click on Set up on Integrately.
- Follow the on screen setup instructions.
