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Workflows

Automate everything with CaptainBook Workflows

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Custom Attribute Updated TriggerStart a workflow when a custom attribute value changes on a booking, customer, resource, partner, or user.
The Sentiment Analysis ActionAnalyze Sentiment: AI-powered sentiment analysis for customer feedback. Classifies text as positive/neutral/negative with confidence scores, polarity, and key highlights. Automate feedback escalation, prioritize support, and track satisfaction.
Create Availability ActionCreate availability workflow action
All you need to know about workflowsWorkflows: automate business processes in CaptainBook. Connect triggers (booking confirmations, customer creation, etc.) to actions (notifications, updates, webhooks) using a visual builder, no code required. Save time and reduce errors.
Create Booking ActionThe Create Booking action creates a new booking programmatically. Use this to automate booking creation from external systems or workflows.
Find Bookings ActionThe Find Bookings action searches for bookings matching specified criteria and returns a collection of bookings.
Get Booking ActionThe Get Booking action retrieves a booking by ID and adds it to the workflow context. Use this to access booking details when you only have a booking ID.
Update Booking ActionThe Update Booking action modifies booking properties such as notes, comments, refund status, and references.
Create Gift Certificate ActionThe Create Gift Certificate action generates a new gift certificate that can be sent to recipients.
Delay Until ActionThe Delay Until action pauses workflow execution until a specific date and time. The workflow automatically resumes at the scheduled time.
Delay ActionThe Delay action pauses workflow execution for a specified duration. The workflow automatically resumes after the delay period.
Find Availabilities ActionThe Find Availabilities action searches for availability slots matching specified criteria and returns a collection.
Find Customers ActionThe Find Customers action searches for customers matching specified criteria and returns a collection of customers.
Get Availability ActionThe Get Availability action retrieves an availability slot by ID and adds it to the workflow context.
Get Customer ActionThe Get Customer action retrieves a customer by ID and adds it to the workflow context.
Send Notification ActionThe Send Notification action sends messages via email, SMS, or push notifications to customers, staff, or other recipients.
Send Webhook ActionThe Send Webhook action sends HTTP requests to external systems. Use this to integrate with third-party services, APIs, or your own systems.
Set Variable ActionThe Set Variable action stores a value in a variable for use in later workflow steps. Use this to calculate values, transform data, or store intermediate results.
Update Availability ActionThe Update Availability action modifies availability slot properties such as dates, capacity, and booking status.
Update Customer ActionThe Update Customer action modifies customer information such as contact details, address, and preferences.
Update Pricing ActionThe Update Pricing action adjusts pricing for an availability slot. You can increase or decrease prices by percentage or fixed amount.
Booking Cancelled TriggerThe Booking Cancelled trigger starts a workflow when a booking is cancelled in your CaptainBook system.
Booking Changed TriggerThe Booking Changed trigger starts a workflow when a booking is rescheduled or amended in your CaptainBook system.
Booking Confirmed TriggerThe Booking Confirmed trigger starts a workflow when a booking is confirmed for the first time in your CaptainBook system.
Booking Transaction Processed TriggerThe Booking Transaction Processed trigger starts a workflow when a payment transaction is processed for a booking in your CaptainBook system.
Customer Created TriggerThe Customer Created trigger starts a workflow when a new customer is added to your CaptainBook system.
Documents Signed Complete TriggerThe Documents Signed Complete trigger starts a workflow when all required documents for a booking have been signed in your CaptainBook system.
Scheduled Time TriggerThe Scheduled Time trigger (also called "Recurring schedule") starts a workflow at defined regular intervals. This is useful for automated tasks that need to run on a schedule.
Webhook TriggerThe Webhook Trigger (also called "Webhook Received") starts a workflow when an external system sends an HTTP request to your webhook endpoint.
Create Customer ActionThe Create Customer action creates a new customer in your CaptainBook system. Use this to automatically create customer records from external systems, webhooks, or other workflow triggers.
Cancel Booking ActionThe Cancel Booking action cancels a booking with optional refund processing and notification settings. Use this to automate booking cancellations based on business rules or external events.
Charge Card on File ActionThe Charge Card on File action charges a customer's saved payment method for a booking. Use this to automatically process payments for bookings when the customer has a payment method…
Determine if Resource Available ActionThe Determine if Available action checks whether a resource is available during a specified time period. Use this to verify resource availability before creating bookings or scheduling activities.
Get Resource ActionThe Get Resource action retrieves a resource by ID and adds it to the workflow context. Use this to access resource information for availability checks, booking assignments, or notifications.
Get User ActionThe Get User action retrieves a user by ID and adds it to the workflow context. Use this to access user information for notifications, assignments, or user-related operations.
Diary Notes Updated TriggerThe Diary Notes Updated trigger starts a workflow when diary notes are updated for an availability in your CaptainBook system.
Unknown Booking Cancellation TriggerThe Unknown Booking Cancellation trigger starts a workflow when an unknown booking cancellation is received from GetYourGuide.
Resource Attached to Booking TriggerThe Resource Attached to Booking trigger starts a workflow when a resource (guide, asset, or equipment) is attached to a booking in your CaptainBook system.
Resource Detached from Booking TriggerThe Resource Detached from Booking trigger starts a workflow when a resource (guide, asset, or equipment) is detached from a booking in your CaptainBook system.
Auxiliary Resource Attached to Booking TriggerThe Auxiliary Resource Attached to Booking trigger starts a workflow when an auxiliary resource is attached to a booking in your CaptainBook system.
Auxiliary Resource Detached from Booking TriggerThe Auxiliary Resource Detached from Booking trigger starts a workflow when an auxiliary resource is detached from a booking in your CaptainBook system.
Get Schedule ActionThe Get Schedule action retrieves a schedule (product option) by ID and adds it to the workflow context.
Get Product ActionThe Get Product action retrieves a product by ID and adds it to the workflow context.
Write Content ActionThe Write Content action uses AI to generate content based on your prompt and workflow context. It can create product descriptions, emails, SMS messages, and other content types with customizable…
Find Resource Blocks ActionThe Find Resource Blocks action searches for resource blocks (user events with event_id set to blocked_dates) that match specified criteria.
Get Resource Block ActionThe Get Resource Block action retrieves a single resource block (user event with event_id set to blocked_dates) by its ID.
Remove Resource Block ActionThe Remove Resource Block action removes a resource block (user event) by its ID. This action deletes a previously created block that prevents a resource from being available during a…
Block Resource Action
Get Answers ActionThe Get Answers action loads a booking by ID and exposes its question answers in the workflow context.
Abandoned Booking TriggerThe Abandoned Booking trigger starts a workflow when an identified customer abandons an unpaid widget checkout
Send Fattutto Receipt ActionThe Send Fattutto Receipt action creates and sends a fiscal receipt (commercial document) to the Italian tax authority via the Fattutto integration
The Waitlist Joined triggerThe Waitlist Joined trigger fires whenever a customer adds themselves to the waitlist for one of your experiences