⚡Zapier
Zapier triggers and actions for managing reservations, including creating, updating, and retrieving booking details.
OctoTable Zapier Integration
With the OctoTable Zapier integration, you can easily connect your reservation data to hundreds of external applications without writing a single line of code. Automate workflows and synchronize booking information in real time across your favorite tools.
Available Triggers
When you connect OctoTable to Zapier, you can subscribe to three main events:
New Reservation Triggered whenever a new booking is created in OctoTable.
Reservation Cancelled Triggered whenever an existing booking is cancelled.
Reservation Updated Triggered whenever a booking is modified (for example, a change in time, number of guests, or contact details).
Authentication
To start using these triggers, you need to sign in with your OctoTable account directly from Zapier. Once authenticated, Zapier will be able to fetch reservation updates securely from your OctoTable workspace.
Reservation Data
Each trigger event includes detailed booking information, which you can send to any connected application on Zapier, such as HubSpot, Typeform, Google Sheets, Slack, or even ChatGPT.
Typical reservation fields include:
First name
Last name
Email address
Phone number
Number of guests
Reservation date and time
Example Use Cases
Send new reservations to your CRM (HubSpot, Salesforce, etc.) for centralized customer management.
Create automated reminders in Google Calendar whenever a booking is made.
Store booking details in Google Sheets or Airtable for analytics.
Notify your staff in Slack or Microsoft Teams when a reservation is updated.
Connect to ChatGPT to automatically generate confirmation or cancellation messages.
How It Works
Choose OctoTable as the app in your Zapier workflow.
Select one of the available trigger events (New Reservation, Reservation Cancelled, or Reservation Updated).
Sign in with your OctoTable account.
Choose a target app and configure the desired action (e.g., create a contact in HubSpot, add a row in Google Sheets).
Test the connection and activate your Zap.
From now on, every time a reservation event occurs in OctoTable, Zapier will automatically push the data to the connected application.
⚡ With OctoTable and Zapier, you can automate tasks, reduce manual work, and ensure your reservation data flows seamlessly into the tools you already use.
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