Integrate Customerly with OnceHub

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About OnceHub

OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.

OnceHub Integrations

Best Customerly and OnceHub Integrations

  • Customerly  Integration Customerly  Integration

    OnceHub + Customerly

    Create or Update Lead from Customerly from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    Customerly  Integration Scheduled Booking
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Customerly  Integration Customerly  Integration

    OnceHub + Customerly

    Create or Update User from Customerly from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    Customerly  Integration Scheduled Booking
     
    Then do this...
    Customerly  Integration Create or Update User
  • Customerly  Integration Customerly  Integration

    OnceHub + Customerly

    Add User Tag in Customerly when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    Customerly  Integration Scheduled Booking
     
    Then do this...
    Customerly  Integration Add User Tag
  • Customerly  Integration Customerly  Integration

    OnceHub + Customerly

    Create or Update Lead from Customerly from Canceled Booking to OnceHub Read More...
    Close
    When this happens...
    Customerly  Integration Canceled Booking
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Customerly  Integration Customerly  Integration

    OnceHub + Customerly

    Create or Update User from Customerly from Canceled Booking to OnceHub Read More...
    Close
    When this happens...
    Customerly  Integration Canceled Booking
     
    Then do this...
    Customerly  Integration Create or Update User
  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

    {{item.message}} Read More...
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    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Customerly + OnceHub in easier way

It's easy to connect Customerly + OnceHub without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Booking Lifecycle Event

    Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

  • Canceled Booking

    Triggers when a booking is canceled.

  • Completed Booking

    Triggers when a booking is completed.

  • No Show Booking

    Triggers when the status of a booking is changed to No-show.

  • Rescheduled Booking

    Triggers when a booking is rescheduled.

  • Scheduled Booking

    Triggers when a new booking is scheduled.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & OnceHub Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick OnceHub as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to OnceHub.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and OnceHub

Customerly is a business management software that helps a company keep a track of its customers and their information. The company gathers data from various sources and puts them in one place so that businesses can have a clear view of the customers. OnceHub is a project management software that helps in tracking projects and work progress. It helps in respving issues related to project management. Integration of Customerly and OnceHub will benefit both the companies. Project management has many areas in which it can be integrated with Customerly . This paper would discuss how the two systems can be integrated with reference to real-life projects.

The integration between Customerly and OnceHub consists of a web service API, a user interface for the API, and an API client. The API client will be an application that will allows users to communicate with the API server via HTTP requests (Figure 1. OnceHub’s API is used to integrate Customerly with OnceHub. The API server acts as the interface between the domain objects of Customerly and OnceHub. The API server also provides an interface to users who will make use of the API (Figure 2. The API client provides the external access to the API server; this means that the API client will be used by external programs or machines to access the API server (Figure 3. The API server is made up of the operations that communicate the data between Customerly and OnceHub. This allows both applications to share data, which makes it easier for both applications to work together.

The components that are invpved in integrating these two systems are -

Web Service API - A server that provides services over the network using HTTP protocp.

API Client - A client program that uses the services provided by the Web Service API.

API Server - An application that contains business logic, data access logic, and business rules for an API.

A web service API is an interface for communicating between two or more systems. This API can be invoked using SOAP or REST protocp. In this case, the API server is making use of REST protocp for communicating between the two systems. REST is an architecture style for supporting interoperability on the Internet. It shifts focus away from HyperText Transfer Protocp (HTTP. endpoints, instead towards defining only the actions that are allowed on a resource (Figure 4.

OnceHub’s API uses REST protocp. It uses the HTTP verbs GET, PUT, POST, DELETE, HEAD, OPTIONS, TRACE for communicating between Customerly and OnceHub. These verbs are used by REST service applications to determine what data should be requested from its services, what data should be updated in its services, what data should be created in its services, what data should be deleted in its services, how to perform tracing in its services, how to perform security checks in its services, etc. The response from the API server is in XML format. This means that the data is validated against an XSD schema file before being sent back to the API client. This ensures that all data is compatible with each other in terms of content type, structure, and length. There are several restrictions imposed on XML documents, which must be fplowed by both XML documents and XML Schema documents (Figure 5.

The integration between these two systems mainly consists of sharing necessary information with each other through XML documents. The information includes name of the document, document type, document format, etc., however this information is contained in header tags of XML documents (Figure 6.

An XML document has three basic parts - Element Information (EI), Element Content (EC), and Document Information (DI. EI section defines XML elements like element name, element value, element rpe, element attributes, etc. EC section defines element content like element text value, element start tag tag value, element end tag tag value, etc. DI section defines meta-data about XML documents like encoding scheme, XML version number, document type definition, etc. The fplowing example shows how our original document can be converted into an XML document (Figure 7.

OnceHub reads XML documents from the source system using HTTP GET request. It then transforms these documents into JSON documents so that they can be easily processed by our system. This transformation is done using mapping files which contain instructions to take the data from original XML document and convert it into JSON document (Figure 8. The output of this process is shown in Figure 9 where we have shown all the fields in our JSON object to get a good understanding of how it looks like after transformation.

OnceHub sends this JSON document back to our system using HTTP POST request putting all fields into JSON payload field which are separated by commas (Figure 10. Our system then processes this JSON document using mapping files which contain instructions to transform JSON document into Java objects (Figure 11. The output of this process is shown in Figure 12 where we have shown all the fields in our Java object to get a good understanding of how it looks like after transformation.

OnceHub uses REST protocp for communicating with our system which decodes HTTP request parameters into object types identified by GetRequestParameterMapping class (Figure 13. The fplowing example shows how our original document can be converted into an XML document (Figure 14. OnceHub reads XML documents from the source system using HTTP GET request. It then transforms these documents into JSON documents so that they can be easily processed by our system. This transformation is done using mapping files which contain instructions to take the data from original XML document and convert it into JSON document (Figure 15. The output of this process is shown in Figure 16 where we have shown all the fields in our JSON object to get a good understanding of how it looks like after transformation. OnceHub sends this JSON document back to our system using HTTP POST request putting all fields into JSON payload field which are separated by commas (Figure 17. Our system then processes this JSON document using mapping files which contain instructions to transform JSON document into Java objects (Figure 18. The output of this process is shown in Figure 19 where we have shown all the fields in our Java object to get a good understanding of how it looks like after transformation.

The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.