- Appointment Automation
- Appointment Reminders
- Auto Consultation Scheduling
Encourage clients to schedule consultations after preassessments
This automation category streamlines the process of turning pre-assessment submissions into scheduled consultation appointments without manual intervention. It ensures clients receive timely follow‐up messages, booking links, and reminders to maximize attendance and preparedness. By connecting form entries, calendar systems, notification tools, and communication platforms, it reduces no-shows, accelerates lead engagement, and provides a cohesive client onboarding experience.
Filter by common apps:
Google Calendar
Gmail
ClickUp
SimplyBook.me
Filter by Zapier
Calendly
Lawmatics
Trello
Mailchimp
Pipedrive
Code by Zapier
Google Sheets
Delay by Zapier
Email by Zapier
Typeform
Acuity Scheduling
ActiveCampaign
Gravity Forms
- Notify clients via email, and create task in ClickUp when new consultation event is scheduled
- Send consultation link via email after new booking in SimplyBook.me, find events in Google Calendar, and send email in Gmail
Send consultation link via email after new booking in SimplyBook.me, find events in Google Calendar, and send email in Gmail
- Capture client information from Calendly and submit to Lawmatics form
Capture client information from Calendly and submit to Lawmatics form
- Create task in Trello, and update contact in Mailchimp when new Calendly appointment is scheduled
Create task in Trello, and update contact in Mailchimp when new Calendly appointment is scheduled
- Create pre-call activity in Pipedrive for new matched activities, filter, run code, and send API request
Create pre-call activity in Pipedrive for new matched activities, filter, run code, and send API request
- Notify clients via email if they haven't scheduled their consultation after a delay
Notify clients via email if they haven't scheduled their consultation after a delay
- Schedule consultation call in Calendly when Typeform is submitted
Schedule consultation call in Calendly when Typeform is submitted
- Manage client contact information and tag for follow up in Acuity Scheduling and ActiveCampaign
Manage client contact information and tag for follow up in Acuity Scheduling and ActiveCampaign
- Capture form submissions, find or create contacts, update contacts, and create follow-up activities
Capture form submissions, find or create contacts, update contacts, and create follow-up activities
