💻
Tonomo
  • 💡How to Use this Guide
  • 🎓Onboarding Guide
  • ▶️Get to Know Tonomo
  • 🚀Getting Started
  • Users
    • Add and Configure your Users
    • User Data
    • Export Users
    • Import Users
    • Brokerages Management
    • Referrals
    • Credit and Debit
    • Getting Agents to Book Themselves
    • Order Dashboard
  • Services and Packages
    • Displaying your Pricing
    • Services
    • Packages
    • Custom Packages
    • Booking Flows
    • Additional Service Details
    • Checklist Configuration
    • Contractor
    • Notifications
  • Invoicing
    • Sales
    • Payments
  • Coupons
  • Order Management
    • Order Management Overview
    • Edit Columns
    • Orders Management Filter
    • Booking Orders
    • Adding Services After Booking
    • Removing Services After Booking
    • Cancelling Orders
    • Payment Errors
    • Delivery
      • Asset Delivery
      • Edit Delivery Links
      • Raw Folders
      • Matterport Delivery
    • Project Chat Checklists
    • Set a Service as an Escalation
    • Updating the Address After Booking
  • General Settings
    • Localization Settings
    • Domain Settings
  • Scheduling
    • How to Set Up the Calendar Integration
    • Scheduling Configuration
      • Integrated Booking
      • Photographer Availability
      • Service Zones
      • Photographer Skillsets
      • Photographers Priority
      • Prevent Last Minute Bookings
      • Send two Photographers
      • Allow Customers to Reschedule and Cancel on their Own
    • Smart Scheduling
    • Changing Scheduling Details
      • Reschedule an Existing Appointment
      • Change Photographers after Booking
      • Add Additional Customers to Calendar Event
      • Add New Appointment to Existing Appointment
      • Change Calendar Description After Booking
      • Create Calendar Event After Postponing or Cancelling
    • Twilight Shoots
    • Embed Booking Flow
    • Photographer Schedule
    • Calendar/Tonomo Mismatch
    • Scheduling a Due Date
  • Reporting
    • Orders Reporting
    • Contractor Reporting
    • Domains Reporting
    • Video Render Reporting
    • Missed Scheduling
  • Agent Communication
    • Intro to Templating
    • Variables
    • Display Each Item
    • SMS/Text Message Template
    • Configuring Email DNS Records
    • Managing Booking Confirmation Emails
  • Frequently Asked Questions
    • FAQ
  • Single Property Websites
    • SPW Walkthrough
    • Adding Media
  • Integrations
    • Tonomo Video Integration
    • Zapier
      • Slack Automation
    • Creating Orders Through Webhooks
    • Slack
  • Tonomo Privacy Policy
    • Privacy Policy
Powered by GitBook
On this page
  • 1) Connect your App
  • 2) Set Trigger
  • 3) Set Action
  • Send Customer Information to Email Platform
  • Send Post-Order Follow up Emails

Was this helpful?

  1. Integrations

Zapier

PreviousTonomo Video IntegrationNextSlack Automation

Last updated 4 months ago

Was this helpful?

You can connect Tonomo to any of the apps from Zapier. Because we connect via Webhooks, it does require at least having the plan.

A "Webhook" is a piece of code that triggers when something happens in Tonomo. Currently, when an order is created or the status changes, we trigger the Webhook to send information about the order to Zapier. Then you can program Zapier to send that information to another app.

1) Connect your App

If you haven't already, connect the app you want to integrate with Tonomo to Zapier.

This just requires clicking + Add Connection and logging into your app.

2) Set Trigger

Click the big orange Create Zap button on the left of your screen.

From the Trigger page, search for and select Webhooks by Zapier

In the Event field, click Catch Hook and Continue

This will generate a Webhook URL. Click Copy. This will be placed in one of a few places depending on the action you're trying to perform. So check below for some example workflows.

3) Set Action

Send Customer Information to Email Platform

This webhook is useful for if you want to send customer information to an app like mailchimp every time someone orders. This way Mailchimp can update audiences and send welcome emails.

Enter the webhook at the bottom of Configure Booking > General under the Booking Created Webhook and click Save.

To test, create an order with dummy customer contact information (Don't just leave stuff blank, create an order as if it was real). Jump back into Zapier and click Test Trigger. The test order can take up to a couple minutes to come through, so give it a few tries. If it's successful, move on! If it's not, double check your URL you pasted to Tonomo matches the one Zapier provided. Then reach out to your support person if the issue persists.

From the next window in Zapier, select the app you want to connect to. In our case, Mailchimp.

Select an event you want to trigger. In our case, I want to add a user to a specific mail list every time an order is created.

The final step is telling Mailchimp what I want to happen with the new contact information. I can add it to a specific Audience, change tags, add them to a group, etc.

Send Post-Order Follow up Emails

This method is useful if you want to follow up with customers after a few days to ask for feedback.

Complete Steps 1 and 2 above. When you generate the webhook, enter it into the Booking complete Webhook at the bottom of Configure Booking > General and click Save.

If you set an order to Complete multiple times, the webhook will fire multiple times and therefore send multiple emails!

The first app we want to add is a delay. Click the + symbol and then search for Delay by Zapier. Click the top result.

Click Delay For.

Enter the length of the delay. I put 2 days for example:

Click Continue and now we need to build the email that we want to send. Click the + symbol and search for Gmail and add it with the Event type as Send Email.

Next, we need to set the following fields: To: search "Email" in the Zapier fields and add the customers email address BCC: It's common to want a BCC of emails sent, so you can just enter whatever email address at your company you want a copy to go to. From: Select whichever of the accounts you have connected you want it to come from From Name: Enter the name of your company or person you want the email to come from Subject: Enter a combination of plain text and variables to build the subject you want. For example, you might enter "how did" and then enter the variable for the address and ask "go?" at the end. So your subject line would be "How did 1234 main st, Portland, OR go?" Body: Enter the body of the email in the voice of your company. For example, ask for a review to be placed online or to call you with any issues.

Once all fields have been entered, click Continue at the bottom and test.

5,000+
Starter
https://zapier.com/app/connections