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Zapier - OnceHub
Fran Robles avatar
Written by Fran Robles
Updated over a year ago

Pushing data into OnceHub


Setting up the trigger

  1. Locate "OnceHub" within the section labeled "App & Event," and select it

  2. Choose the specific trigger that will initiate the transfer of data to WooSender

  3. Select your OnceHub account to connect

  4. Click "Test trigger" and then "Continue"


Setting up the action

  1. Search for WooSender and choose the latest version

  2. Configure the trigger fields

  3. Configure required fields and leave the “Assignee” field as “Choose Value” for Round Robin

  4. Click on "Test action"

  5. Verify if the test contact has been added to your WooSender account

  6. If the test contact has been successfully added to WooSender, publish your Zap


How to push data in based on tag

  1. Locate the "tag" field in the action

  2. Choose the appropriate tags that will be assigned to your leads after they are transferred to WooSender


How to push data in for pipeline & stage

  1. Search for WooSender and choose the latest version

  2. Select "Add/Move Opportunity" within the section labeled "Event"

  3. Select one of the options for each required field

  4. Click "Continue" then "Test action"

  5. Once the test opportunity has been successfully created in Woosender, click "Publish"


How to push data in for a scheduled appointment

  1. Select "Booking Scheduled in OnceHub" as the trigger

  2. Click "Action" and search "Woosender"

  3. Configure the required trigger fields

  4. Click "Continue" then "Test action"

  5. Once the test appointment has been successfully created in Woosender, click "Publish"

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