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Can Zapier Trigger a Workflow When a Booking Turns Definite?

Learn how to automate actions in Event Temple using Zapier when a Booking turns Definite, including triggers for pipeline updates and task creation, even though native Workflows aren’t directly supported.

Updated over 3 weeks ago

Currently, the Workflow feature is not directly integrated with Zapier. However, you can still automate related actions when a Booking turns Definite using available Zapier triggers.


How to Set It Up

  1. Trigger: Use a Zapier trigger such as Booking Definite Date or Pipeline Stage Updated.

  2. Action: Set the Zapier action to create a new Task in Event Temple or send an automated email.

  3. Automation: This setup allows you to mimic Workflow-like behaviour, even though native Workflow actions aren’t yet available in Zapier.


Notes

  • Workflows themselves cannot currently be triggered directly via Zapier.

  • Using the trigger-action approach is a practical workaround for automating tasks when a Booking turns Definite.

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