Connect Lodgify and Charles Schwab to Build Intelligent Automations
Choose a Trigger
When this happens...
New Booking
Booking Change
Booking Status Changed to Booked
Booking Status Changed to Declined
Booking Status Changed to Open
Booking Status Changed to Tentative
Message Received in Thread
Booking New Any Status
Rate Change
Availability Change
Choose an Action
Automatically do this!
- Request a new Action for Charles Schwab
Enable Integrations or automations with these events of Lodgify and Charles Schwab
Enable Integrations or automations with these events of Lodgify and Charles Schwab
Triggers
New Booking
Triggers when a new Booking is created.
Booking Change
Triggers when a Booking is updated.
Booking Status Changed to Booked
Triggers when a Booking status changes to Booked.
Booking Status Changed to Declined
Triggers when a Booking status changes to Declined.
Booking Status Changed to Open
Triggers when a Booking status changes to Open.
Booking Status Changed to Tentative
Triggers when a Booking status changes to Tentative.
Actions
List all Booking
List all booking
Lists all Availabilites
Lists availability information for a given period for the calling user.
Properties Info list
List all a paged list of all properties.
List Deleted Properties
List of all deleted properties
Bookings Inbox
List of all the bookings and enquiries on the inbox
Countries Codes
List of all the available countries
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Frequently Asked Questions
To start, connect both your Lodgify and Charles Schwab accounts to viaSocket. Once connected, you can set up a workflow where an event in Lodgify triggers actions in Charles Schwab (or vice versa).
Absolutely. You can customize how Lodgify data is recorded in Charles Schwab. This includes choosing which data fields go into which fields of Charles Schwab, setting up custom formats, and filtering out unwanted information.
The data sync between Lodgify and Charles Schwab typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Lodgify and Charles Schwab. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Lodgify
Lodgify is a vacation rental software that allows vacation rental managers to create their own website and accept online bookings.
Learn MoreAbout Charles Schwab
Charles Schwab is a leading provider of financial services, offering a wide range of investment products, banking services, and financial advisory solutions. With a focus on empowering individual investors and institutions, Schwab provides tools and resources to help clients make informed financial decisions and achieve their financial goals.
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