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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 today

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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