Integration · Live, listing pending
Automate OneBookPlus with Zapier
Connect OneBookPlus to Zapier and wire your business into more than 8,000 other apps. Fire an automation when an invoice is paid or a booking comes in, create records from the tools you already use, and keep everything in sync. It is free, and you connect it in one click.
Build your first automation
Pick the app you want OneBookPlus to talk to, or describe what you want to happen and let Zapier draft it. Connect your accounts and turn it on.
Every trigger, action and search
Seven triggers, five actions and three searches, across invoicing, quoting, jobs, bookings and contacts.
Triggers
7Start a workflow when this happens
Invoice Paid
InstantAn invoice is marked paid. Includes the customer, totals and GST.
Quote Accepted
InstantA customer accepts a quote. Includes the customer and total.
New Booking
InstantAny new booking, including from your public booking page.
New Contact
InstantA contact is created.
New Job
InstantA job is created, manually or from a quote, booking or import.
Job Scheduled
InstantA job is given a scheduled start time.
Job Completed
InstantA job is marked complete.
Actions
5Create records in OneBookPlus
Create Invoice
Raise an invoice with line items, GST and due date.
Create Quote
Raise a quote from line items or a flat total.
Create Contact
Add a customer record.
Create Booking
Book a contact in for a service.
Create Job
Open a job, optionally with a scheduled window.
Searches
3Find a record before acting on it
Find Contact
Look up a contact by email, and create one if there is no match.
Find Invoice
Look up an invoice by its number.
Find Job
Look up a job by its number.
Triggers marked instant fire within seconds, because OneBookPlus pushes the event to Zapier as it happens. Integrations that poll instead check on a schedule, which on many plans means a wait of up to 15 minutes.
What people actually automate
Six of the most common setups. Each one is a two-step workflow you can build in a few minutes.
OneBookPlus & Google Sheets
Log every paid invoice to a spreadsheet
When an invoice is paid, add a row with the invoice number, customer, total and GST. Reporting without exporting anything.
OneBookPlus & Slack
Announce accepted quotes to your team
When a customer accepts a quote, post the customer, quote number and total to a channel so the whole team sees the win.
OneBookPlus & Google Calendar
Put scheduled jobs in the crew calendar
When a job is given a scheduled start, create a calendar event with the times, customer and address. Crews work from the calendar they already use.
OneBookPlus & Gmail
Confirm every booking automatically
When a booking comes in, including from your public booking page, email the customer their confirmation from your own address.
OneBookPlus & Facebook Lead Ads
Turn paid leads into contacts
When a lead comes in from a Facebook ad, create the contact in OneBookPlus so nobody is retyped and no lead is lost.
OneBookPlus & Xero
Keep your accountant in sync
When an invoice is paid, create the matching invoice in Xero with its line items and GST.
What the integration does
Instant triggers on the events that matter
Start an automation the moment something happens in OneBookPlus: an invoice is paid, a quote is accepted, a booking comes in, or a job is created, scheduled or completed. Seven triggers cover the whole workflow.
Create records from any app
Push data into OneBookPlus automatically. Create an invoice, quote, contact, booking or job from a form, a spreadsheet, a CRM, or any of the thousands of apps Zapier connects to, with no copy-paste.
Look up existing records
Find a contact, invoice or job by a real value before you act on it, so automations update the right record instead of creating duplicates.
Connect in one click, no API key
Connect through a secure sign-in and consent screen. There is no API key to copy or paste. Owners of more than one business pick which one to connect.
Works across every module
Invoicing, quoting, jobs, bookings and contacts are all available, so the automation you build reflects how your whole business actually runs, not just one corner of it.
Free to use
The Zapier connection is free on OneBookPlus. You only need a Zapier account to build and run your automations.
How it works
- 1In Zapier, start a Zap and add OneBookPlus as the trigger or action.
- 2Click Connect, sign in to OneBookPlus, and approve access. If you run more than one business, pick which one to connect.
- 3Choose a trigger (like Invoice Paid) or an action (like Create Invoice), then map the fields to the other app in your Zap.
- 4Turn the Zap on. From then on it runs automatically whenever the event happens, with no copy-paste between systems.
Zapier integration FAQ
What does the Zapier integration cost?
The Zapier connection is free on OneBookPlus. You only need your own Zapier account to build and run automations; Zapier's own plans apply to how many automations and steps you use.
How do I connect OneBookPlus to Zapier?
In Zapier, add OneBookPlus as a trigger or action, click Connect, sign in to OneBookPlus, and approve access. If you own more than one business, you choose which one to connect. There is no API key to copy.
What can the integration do?
Triggers: Invoice Paid, Quote Accepted, New Booking, New Contact, New Job, Job Completed, and Job Scheduled. Create actions: Create Invoice, Create Quote, Create Contact, Create Booking, and Create Job. Searches: Find Contact, Find Invoice, and Find Job.
Is my data secure?
Yes. The connection uses OAuth with scoped access, and each business's data is isolated to that business. You can revoke the connection at any time from your OneBookPlus dashboard, which immediately cuts off access.
Can I use Make, n8n or Pipedream instead?
Yes. OneBookPlus sends HMAC-signed webhook events, so you can point Make, n8n, Pipedream or any endpoint at them if you prefer a different automation tool.
Build your first automation
The Zapier connection is free. Explore what OneBookPlus can do, or see the other connections the product uses today.