Tips for integrating ScheduleOnce with productivity apps

NoteWhen integrating with productivity apps, it's best to use one of our composite triggers.

ScheduleOnce can be integrated with many productivity apps, each with varied use cases. In this article, we will provide some integration tips for the most common apps.

Evernote

The integration between ScheduleOnce and Evernote supports 2 main use cases:

  1. The basic use case is to create a note in Evernote whenever there is a change in a ScheduleOnce booking lifecycle event: Scheduled, Rescheduled, Canceled, Completed, or No-show.

  2. It is also possible to append content to an existing note. For example, you can have one note for one booking and follow the entire booking lifecycle in this note.

    1. To append content to a note, you need to specify the note title. Make sure the note title is unique. For example, you can dedicate a note to a specific customer. In this case, the note title can be the customer email. When booking activity is appended to a note, the note will include the complete booking lifecycle activity.

Google Sheets, Smartsheet

The integration between ScheduleOnce and online spreadsheets allows you to create a new row within a spreadsheet and worksheet. This functionality produces a booking log which could be used for analyzing booking behavior and identifying issues during the booking process. You can also use this functionality to create custom reports.

Some guidelines:

  1. Maintain different spreadsheets and worksheets for customer data and booking data.

  2. Add columns describing the booking lifecycle phase or states: Scheduled, Rescheduled, Canceled, Completed, and No-show.

  3. Alternatively, you can maintain a dedicated spreadsheet or worksheet for each stage in the booking lifecycle.

  4. Add a column for the Tracking ID. This will allow you to easily find specific bookings and track the booking lifecycle events.

Google Docs, Google Drive, OneDrive, Slack, Webmerge

The integration with these productivity apps can initiate the following actions when ScheduleOnce sends customer and booking data:

AppAction
Google Drive and OneDriveCreate a new text file
Google DocsCreate a new Google Docs document
SlackSend a Slack message
WebmergeInitiate a document merge or data routing


Composite Fields

Some productivity apps allow you to manage free text (e.g. Evernote, Google Drive, OneDrive, Google Docs, and Slack). You can map multiple ScheduleOnce fields and also static text to create meaningful content for these apps. To make this easy, ScheduleOnce has created two composite fields: Booking description (long) and Booking description (short). You can simply map these fields to the third-party application and add any additional ScheduleOnce fields required. Learn more about ScheduleOnce composite fields

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