Connect IntelligenceBank and OnceHub

Both apps 67IntelligenceBank 35OnceHub 32

• Trigger
  New Database Record

  Triggers when a new record is added to a chosen database.

• Trigger
  New Folder

  Triggers when a new resource folder is added, at the root or inside a chosen folder.

• Trigger
  New Markup Comment

  Triggers when a new markup comment is added to a resource, record or workflow request.

• Trigger
  New or Updated Database Record

  Triggers when a record in the chosen IntelligenceBank database is created or updated.

• Trigger
  New or Updated Record File

  Triggers when a file attached to a database record is added or updated.

• Trigger
  New or Updated Resource

  Triggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.

• Trigger
  New or Updated User

  Triggers when a user is created or updated in IntelligenceBank.

• Trigger
  New Permission Group

  Triggers when a new permission group is added.

• Trigger
  New Record File Revision

  Triggers when a new file or file revision is uploaded to a database record.

• Trigger
  New Resource

  Triggers when a new resource (file, URL or other asset) is added in IntelligenceBank.

• Trigger
  New User

  Triggers when a new user is added to IntelligenceBank.

• Trigger
  Updated Resource

  Triggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.

• Trigger
  Updated User

  Triggers when a user in IntelligenceBank is updated.

• Action
  Add Record Multi-Upload Field File or URL

  Appends file or URL attachments to a multiple-upload field on an existing database record.

• Action
  Create Compliance Risk Review

  Starts a compliance risk review of text or an uploaded file and returns the new review's id.

• Action
  Create Database Record

  Creates a new record in an IntelligenceBank database, filling in its form fields.

• Action
  Create Folder

  Creates a resource folder or sub-folder with a name and optional description.

• Action
  Create Markup Comment

  Creates a markup comment on a workflow request, database record or record file you participate in.

• Action
  Create Permission Group

  Creates a permission group, optionally copying another group's permissions.

• Action
  Create Record File Workflow Request

  Creates an approval workflow request for a file attached to a database record's multi-upload field.

• Action
  Create Resource

  Creates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.

• Action
  Delete Database Record

  Deletes a database record.

• Action
  Delete Markup Comment

  Deletes a markup comment by its ID.

• Action
  Get Compliance Risk Review Details

  Returns the status and results of a compliance risk review, including findings once the review has completed.

• Action
  Search Database Records

  Searches records in one database and returns the matches.

• Action
  Search Folders

  Searches resource folders by keyword or parent folder and returns the matching folders.

• Action
  Search Markup Comments

  Returns markup comments whose text contains the given keywords, optionally limited to comments made on one item.

• Action
  Search Permission Groups

  Searches permission groups by name and returns the matching groups.

• Action
  Search Users

  Searches IntelligenceBank users by keyword or email and returns the matching users.

• Action
  Update Permission Group

  Updates the name or description of an existing multi-user permission group.

• Action
  Update Resource Metadata

  Updates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.

• Action
  View a Record

  Returns all details of one database record.

• Action
  View Filter

  Returns a single filter and its values, as set up under Admin > Filters.

• Action
  View Group

  Returns the details of one permission group.

• Action
  View Resource Details

  Returns all details of one resource.

• Trigger
  Booking Canceled

  Triggers when a OnceHub booking is canceled by the customer or by someone on your team.

• Trigger
  Booking Cancelled and Rescheduled

  Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.

• Trigger
  Booking Completed

  Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.

• Trigger
  Booking Lifecycle Event

  Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.

• Trigger
  Booking No-Show

  Triggers when a OnceHub booking is marked as a no-show.

• Trigger
  Booking Rescheduled

  Triggers when a OnceHub booking is rescheduled to a new time.

• Trigger
  Booking Scheduled

  Triggers when a new OnceHub booking is scheduled.

• Trigger
  Contact Captured

  Triggers when a new contact is captured in OnceHub.

• Trigger
  Contact Lifecycle Event

  Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.

• Trigger
  Contact Updated

  Triggers when an existing OnceHub contact is updated.

• Trigger
  Conversation Abandoned

  Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.

• Trigger
  Conversation Closed

  Triggers when a OnceHub chatbot conversation is closed.

• Trigger
  Conversation Lifecycle Event

  Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.

• Trigger
  Conversation Started

  Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.

• Trigger
  Reassigned Booking

  Triggers when a OnceHub booking is reassigned to a different host.

• Action
  Cancel Booking

  Cancels a OnceHub booking, optionally with a reason and without emailing the customer.

• Action
  Create Contact

  Creates a new contact in OnceHub. Give at least an email address or a mobile number.

• Action
  Create One-Time Booking Link

  Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.

• Action
  Delete Contact

  Deletes a contact from OnceHub.

• Action
  Find Contact

  Finds a OnceHub contact by email address.

• Action
  Get Available Time Slots

  Returns the open meeting times on a OnceHub booking calendar for the window you choose.

• Action
  Get Booking Calendar

  Returns one OnceHub booking calendar with its host, public link and meeting length.

• Action
  Get Booking Details

  Returns one OnceHub booking with its time, customer details and booking form answers.

• Action
  Get Contact

  Returns one OnceHub contact with its details and custom fields.

• Action
  Get Contact's Future Meetings

  Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.

• Action
  List Booking Calendars

  Lists the booking calendars in your OnceHub account.

• Action
  List Bookings

  Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.

• Action
  List Contacts

  Lists the contacts in your OnceHub account, with optional email and date filters.

• Action
  Mark Booking as No-Show

  Marks a OnceHub booking as a no-show.

• Action
  Reassign Booking

  Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.

• Action
  Request Reschedule

  Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.

• Action
  Update Contact

  Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.