envelopeOmnisend integration

Use Omnisend to sync booking customers and trigger email or SMS automations.

✅ What this integration does

When a booking is created:

  • Customer data is sent to Omnisend

  • You can trigger flows yourself such as:

    • Confirmation follow-ups

    • Review requests

    • Re-engagement campaigns


🔑 Step 1: Get your Omnisend API key

Reference: https://support.omnisend.com/en/articles/1061890-generating-api-keyarrow-up-right

Steps:

  1. Go to Omnisendarrow-up-right and log into your account

  2. In the Omnisend dashboard, click your profile icon (top right) > select Store Settings > navigate to the API Keys tab.

  3. Click the Create API Key button > give your key a name (e.g., “MyApp Integration”) > select the permissions your integration needs

  4. Click Save > once the key is generated, copy and securely store it


🔌 Step 2: Connect Omnisend

  1. Open the app > click Settings > Third party integration > find Omnisend

  2. Turn Activate ON

  3. Paste the API generated on the step 1 to API key field

  4. Click Save


✅ Confirm it’s working

After an appointment is booked, new contact is added to Omnisend.

Create a test booking and check:

  • Omnisend Contacts

  • Any automation triggered by new contacts


🙋 Still need support?

If you still need help, please feel free to contact us at [email protected]envelope. We’ll be happy to assist you further.

Last updated