Zapier is an iPaaS (Integration Platform as a Service) that enables quick and simple data movement between applications.
The platform is connected to more than 1000 applications in many categories, including CRM, invoicing, productivity, email marketing, and more. ScheduleOnce is part of the Zapier app community, allowing you to easily push Customer and Booking data to your favorite apps.
Once you register with Zapier, you can create Zaps. Zaps are workflow automations linking two or more apps, through Triggers and Actions. Each Zap is triggered by an event in one app, and automatically completes an Action in a second app using the data collected from the Trigger. For example, you can set up a Zap that creates or updates a contact in your CRM every time a new booking is made via ScheduleOnce.
ScheduleOnce provides seven Zapier triggers, which are divided into two groups, specific and composite. Learn more about the ScheduleOnce triggers on Zapier
To get started with Zapier, you will need to create a Zapier account and generate a Zapier API key in ScheduleOnce. Once you generate your Zapier API key, you are ready to create Zaps for integrating ScheduleOnce with your chosen applications.
ScheduleOnce offers many Zap templates with more than 35+ applications, giving you access to pre-defined workflows for recommended use-cases. Our templates provide you with a guided setup experience with pre-filled options and fields, so you don't have to create Zaps from scratch in the Zap Editor.
You can find all the ScheduleOnce Zap templates in your ScheduleOnce account. In ScheduleOnce, simply search the specific apps with which we have templates, and click to add the Zap you require. Learn more about adding Zaps from within ScheduleOnce
If you do not find a Zap template that suits your exact scenario, you can also create your Zaps from scratch in Zapier with any of the 1000+ apps connected.
Best practices and integration tips
While Zapier provides you with quick access to hundreds of apps, this is by no means a replacement for the native integrations we offer with Salesforce, Infusionsoft, Zoom, Google Meet, Microsoft Teams, GoToMeeting, and Webex Meetings.
ScheduleOnce has invested considerable resources in creating the most robust Zapier integration possible. More than 50 ScheduleOnce fields are available on Zapier and we have also created special composite fields, simplifying the process for creating Zaps. However, the Zapier integration does have its limitations. In order to help with some of them, we have created a series of articles with best practices and integration tips:
- Tips for integrating ScheduleOnce with CRM apps
- Tips for integrating ScheduleOnce with marketing automation apps
- Tips for integrating ScheduleOnce with email marketing apps
- Tips for integrating ScheduleOnce with productivity apps
- Tips for integrating ScheduleOnce with time tracking apps
- Tips for integrating ScheduleOnce with invoicing apps
- Tips for integrating ScheduleOnce with online forms apps
- Tips for integrating ScheduleOnce with helpdesk apps
A number of issues may cause problems with the Zapier integration, such as a broken connection to ScheduleOnce, or incorrectly updated fields in the integrated app. You can read more about these issues, and how to resolve them in the troubleshooting article.