- 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
Notion
Zoho Mail
Acuity Scheduling
Microsoft OneNote
Google Drive
Clio
Google Sheets
Google Calendar
Webhooks by Zapier
Slack
Formatter by Zapier
monday.com
PracticePanther Legal Software
Schedule by Zapier
Looping by Zapier
Filter by Zapier
Flodesk
Klaviyo
- Create database entries and send confirmation emails with Calendly, Notion, and Zoho Mail
- Capture new appointments in Acuity Scheduling, create notes in OneNote, and store files in Google Drive
Capture new appointments in Acuity Scheduling, create notes in OneNote, and store files in Google Drive
- Create new contact and matter in Clio from Calendly appointment
Create new contact and matter in Clio from Calendly appointment
- Capture new appointments in Acuity Scheduling, add client info to Google Sheets, and update Google Calendar events
Capture new appointments in Acuity Scheduling, add client info to Google Sheets, and update Google Calendar events
- Collect daily performance metrics in Slack, format date, and create item in monday.com
Collect daily performance metrics in Slack, format date, and create item in monday.com
- Create contacts and schedule events in PracticePanther from Calendly invitees
Create contacts and schedule events in PracticePanther from Calendly invitees
- Retrieve daily appointments from Google Sheets and post to Slack channel
Retrieve daily appointments from Google Sheets and post to Slack channel
- Add participants to segment in Flodesk for targeted communication from Acuity Scheduling
Add participants to segment in Flodesk for targeted communication from Acuity Scheduling
- Create event in Klaviyo, and update customer profile in Klaviyo when new appointment is scheduled in Acuity Scheduling
Create event in Klaviyo, and update customer profile in Klaviyo when new appointment is scheduled in Acuity Scheduling
