How to Set Up Web Book Inside Draft with Pabbly Connect

Learn how to integrate Web Book with Draft using Pabbly Connect for seamless appointment management. Follow our step-by-step tutorial for easy setup. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Draft for Web Book Integration

To set up Web Book inside Draft, begin by logging into your Draft account. Draft is an online booking and scheduling tool that simplifies appointment management for businesses. This integration allows you to automate notifications and manage bookings effectively. using Pabbly Connect

Once logged in, navigate to the ‘Features and Integrations’ section found in the left sidebar. Here, you can explore various integration options available for your Draft account.

Connecting Pabbly Connect with Draft

Next, you’ll connect your Draft account to Pabbly Connect. This connection acts as a bridge, enabling data transfer between Draft and other applications. Start by selecting Draft as your trigger application and choose the trigger event as ‘Appointment Booked’.

After selecting the trigger event, you will receive a Web Book URL. This URL is essential for establishing the connection. Follow these steps to set up the integration:

• Select ‘Appointment Booked’ as the trigger event.
• Copy the Web Book URL provided.
• Navigate back to your Draft account.
• Paste the Web Book URL in the designated field.

Now you have successfully connected Pabbly Connect to your Draft account, enabling automated notifications for new appointments.

Testing the Integration between Draft and Pabbly Connect

After setting up the connection, it’s crucial to test the integration to ensure everything works seamlessly. To do this, go back to your Draft booking website. Create a test appointment by filling in the necessary details such as name, email, and phone number.

Once the appointment is booked, return to your Pabbly Connect dashboard. Here, you should see a response indicating that your Draft appointment was successfully received. This response includes all relevant details about the appointment:

• Service price
• Customer’s name and email
• Appointment status

With the successful test, you can confirm that your integration between Draft and Pabbly Connect is working correctly.

Finalizing Your Setup for Efficient Appointment Management

Now that you have tested the integration, it’s time to finalize your setup. Go back to your Draft account and ensure all settings are configured correctly. You can adjust notification settings to ensure timely alerts for new appointments.

Additionally, consider integrating other applications through Pabbly Connect to enhance your workflow. This could include sending notifications to Slack or storing appointment data in Google Sheets. With this setup, you can effectively manage your appointments and keep track of customer interactions.

Conclusion

Setting up Web Book inside Draft using Pabbly Connect streamlines appointment management and enhances customer communication. This integration allows for automated notifications, ensuring you never miss an appointment. With these steps, you can efficiently manage your bookings and improve your business operations.