- Appointment Automation
- Appointment Management
- Appointment management automation
Manage participant details and communication for scheduled appointments
This automation category streamlines the management of scheduled appointments by automatically syncing participant details, updating contact records, and delivering timely notifications across communication platforms. It reduces manual data entry, prevents information silos, and keeps all stakeholders informed with up-to-date appointment data. By integrating scheduling tools with CRMs, messaging apps, and document services, teams save time, eliminate errors, and enhance client engagement.
Filter by common apps:
Calendly
Formatter by Zapier
Code by Zapier
FYI
Setmore Appointments
Microsoft Outlook
Google Sheets
Email by Zapier
Discord
Schedule by Zapier
Digest by Zapier
Filter by Zapier
Microsoft Office 365
Webhooks by Zapier
Klaviyo
Airtable
Acuity Scheduling
Dropbox
ActiveCampaign
LeadConnector
- Create detailed file note with Calendly, format date with Formatter, run code with Code, and add to FYI
- Create a new contact in Microsoft Outlook for each new appointment in Setmore Appointments
Create a new contact in Microsoft Outlook for each new appointment in Setmore Appointments
- Capture invitee details, log in spreadsheet, send confirmation emails, and notify team on Discord
Capture invitee details, log in spreadsheet, send confirmation emails, and notify team on Discord
- Compile and send daily appointment summary via Microsoft Office 365
Compile and send daily appointment summary via Microsoft Office 365
- Retrieve appointment data, generate summary, and send to communication channel
Retrieve appointment data, generate summary, and send to communication channel
- Add new contacts from Setmore Appointments to Klaviyo marketing list
Add new contacts from Setmore Appointments to Klaviyo marketing list
- Log new appointments from Calendly, send custom request, and create record in Airtable
Log new appointments from Calendly, send custom request, and create record in Airtable
- Create a new folder in Dropbox for each new appointment in Acuity Scheduling, and find client details in Airtable
Create a new folder in Dropbox for each new appointment in Acuity Scheduling, and find client details in Airtable
- Manage contacts and event details in ActiveCampaign, Google Sheets, and LeadConnector when Calendly invites are created
Manage contacts and event details in ActiveCampaign, Google Sheets, and LeadConnector when Calendly invites are created
