OnceHub Medallia Agent Connect

Update client records when survey responses change

When a client updates their survey details in Medallia Agent Connect, update their customer record in OnceHub so hosts have current information.

Try:

See all OnceHub + Medallia Agent Connect integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

OnceHub Explore OnceHub →

Triggers
New booking made

Fires when a new booking or appointment is made in OnceHub.

Booking rescheduled or canceled

Fires when a booking in OnceHub is changed or canceled.

New customer

Fires when a new customer books for the first time in OnceHub.

Actions
Create a booking

Creates a new booking or appointment in OnceHub.

Cancel or reschedule a booking

Cancels or moves a booking in OnceHub.

Create or update a customer

Creates or updates a customer record in OnceHub.

Add the booking to a calendar

Adds a booking from OnceHub to a connected calendar.

Medallia Agent Connect Explore Medallia Agent Connect →

Triggers
New form response

Fires when a form is submitted in Medallia Agent Connect.

Survey completed

Fires when a respondent finishes a survey in Medallia Agent Connect.

Response updated

Fires when an existing response is edited in Medallia Agent Connect.

Actions
Create or update form

Creates or updates a form or survey in Medallia Agent Connect.

Retrieve a response

Looks up a specific form response in Medallia Agent Connect.

Add a respondent

Adds a respondent or contact to a form in Medallia Agent Connect.

Schedule appointments directly from intake form submissions When a user submits a qualifying response in Medallia Agent Connect, automatically create a booking in OnceHub with their submitted contact details. See details
Send intake questionnaires when appointments are scheduled When a new customer books in OnceHub, add them as a respondent in Medallia Agent Connect so they receive a pre-meeting survey. See details

See all OnceHub + Medallia Agent Connect integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update client records when survey responses change” between OnceHub and Medallia Agent Connect?

Yes — describe it in the box above and Knit's Integrations Agent researches OnceHub and Medallia Agent Connect's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking Medallia Agent Connect and OnceHub streamline appointment booking?

When clients complete intake surveys in Medallia Agent Connect, their details are passed into OnceHub to automatically create appointment bookings.

Can new bookings in OnceHub send intake forms in Medallia Agent Connect?

Yes, booking a new meeting in OnceHub can add the client as a respondent in Medallia Agent Connect so intake forms go out ahead of time.

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