OneBookPlus and Salesflare
How to connect OneBookPlus
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Booking in OneBookPlus, create meeting, then create call in Salesflare.
- When invoice Paid in OneBookPlus, create opportunity, then find or create contact in Salesflare.
- When new Contact in OneBookPlus, find or create contact in Salesflare.
- When new Opportunity in Salesflare, create Quote in OneBookPlus.
About OneBookPlus
OneBookPlus is an all-in-one platform to manage quotes, invoices, jobs, bookings and customer records for service and trade businesses.
OneBookPlus operations on Zapier
Triggers (7)
Start a workflow when this happens
- Invoice Paid — Triggers when an invoice is fully paid — via any method (manual, card, bank transfer, bank-feed auto-match).
- Job Completed — Triggers when a job's status changes to Completed.
- Job Scheduled — Triggers when an existing job is scheduled (assigned to the calendar) — the OneBookPlus equivalent of "Job Queued".
- New Booking — Triggers when a new booking is created.
- New Contact — Triggers when a new contact is created.
Show 2 more triggers
- New Job — Triggers when a new job is created (from any path — manual, accepted quote, or booking).
- Quote Accepted — Triggers when a customer (or staff) accepts a quote — including acceptance from the public quote link.
Actions (6)
Things Salesflare can make it do
- Create Booking — Creates a new booking for a contact.
- Create Contact — Creates a new contact (customer).
- Create Invoice — Creates a new invoice with one or more line items.
- Create Job — Creates a new job.
- Create Quote — Creates a new quote. Provide line items, or a flat total.
Show 1 more actions
- Find or Create Contact — Finds a contact by email, creating one if none exists.
Searches (3)
Look up existing records
- Find Contact — Finds a contact by email address.
- Find Invoice — Finds an invoice by its invoice number.
- Find Job — Finds a job by its job number.
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