Help · Zapier
Everything you need to connect OneBookPlus to Zapier and build your first automation: how to connect, what every trigger and action does, how to fill in the trickier fields, and what to do when something does not fire.
Create your Zap in Zapier
Sign in to Zapier and start a new Zap. Search for OneBookPlus and pick it as either the trigger (something happened in OneBookPlus) or the action (do something in OneBookPlus).
Connect your OneBookPlus account
Click Connect. You will be taken to OneBookPlus to sign in and approve access. There is no API key to copy or paste. If you own more than one business, you choose which one this connection is for, so a Zap can never write to the wrong business.
Pick the trigger or action
Choose from the list below. Zapier will pull a real sample record from your account so you can map fields with actual values rather than guesses.
Map your fields and turn it on
Match the fields from your other app to the OneBookPlus fields. Test the step, then switch the Zap on. Triggers fire within seconds of the event happening.
Invoice Paid
Fires when an invoice is marked paid. Includes the customer who paid, the totals, GST, and the paid-at timestamp.
Quote Accepted
Fires when a customer accepts a quote. Includes the customer, the total, and when it was accepted.
New Booking
Fires on every new booking, including self-service bookings made through your public booking page.
New Contact
Fires when a contact is created.
New Job
Fires when a job is created, whether manually, from an accepted quote, from a booking, or by import.
Job Scheduled
Fires when a job is given a scheduled start, so you can push it into a calendar or notify a crew.
Job Completed
Fires when a job is marked complete.
Create Invoice
Creates an invoice with one or more line items. Leave the dates blank to default to today and today plus 14 days.
Create Quote
Creates a quote from line items, or from a flat total if you do not have itemised data.
Create Contact
Creates a contact. Pair it with Find Contact to avoid duplicates.
Create Booking
Creates a booking for a contact. End time defaults to start plus 60 minutes.
Create Job
Creates a job, optionally with a scheduled start and end.
Find Contact
Looks a contact up by email. Can create one if there is no match, which is the usual way to avoid duplicate customers.
Find Invoice
Looks an invoice up by its invoice number.
Find Job
Looks a job up by its job number.
Still stuck with a Zap? Zapier's support team has the full context on your workflows, so start at Zapier's help centre. For anything about your OneBookPlus data, contact OneBookPlus support.