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Can I Automatically Update a Booking Status?
Can I Automatically Update a Booking Status?
Updated over 8 months ago

Related Questions:

  • Can I automatically change a Booking status to "Definite" if the Booking is moved to Sales Stage "Definite"?

Procedure:

Using Zapier, you can connect Event Temple to update a Booking Status automatically when it is moved to a specific Pipeline Stage.

Setup the Zap

Booking Stage Changed trigger

  1. Connect your Event Temple Account (if needed)

  2. Choose the Organization

  3. Choose the Stage you want to use

  4. Test the trigger

  5. Select a record that is returned from the test and continue

Change Booking Status step

  1. Connect your Event Temple Account (if needed)

  2. Choose the Organization

  3. In the EventTemple ID field, erase the pre-filled option and replace it with the EventTemple ID returned from the trigger

  4. In the Status field, erase the pre-filled option and choose an existing Status

  5. Test the step

  6. Publish the Zap

Additional Information:

If you are new to Zapier we recommend taking a look at the Zapier overview & Webinar for more detailed information on the integration first.

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