Related Questions:
Can I automatically create tasks for a Booking?
How can I trigger tasks automatically?
Can I create a "Send Invoice for deposit" Task once a booking turns "Definite"?
Procedure:
Using Zapier, you can connect Event Temple to create a Task automatically when a Booking is moved to a specific Pipeline Stage.
Our Workflow feature gives you the opportunity to create automated Tasks.
Find out more here! Please note, Workflows are only available on some plans.
Setup the Zap
Booking Stage Changed trigger
Connect your Event Temple Account if needed
Choose the Organization
Select the Pipeline Stage that will be the trigger
Test the trigger
Create Task step
Connect your Event Temple Account if needed
Choose the Organization
Map Fields - some fields will be pre-mapped. Go through and fill out the fields that you would like to see on the Task in Event Temple. Fields marked with an asterisk (*) are mandatory to continue.
Test the step
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.