- 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:
Acuity Scheduling
Flodesk
HubSpot
Filter by Zapier
Zapier Tables
Google Docs
Wix
Glympse PRO
Google Contacts
Calendly
Notion
Zoho Mail
Microsoft OneNote
Google Drive
Clio
Google Sheets
Google Calendar
Webhooks by Zapier
Slack
Formatter by Zapier
monday.com
- Add new clients to Flodesk mailing list, and segment for targeted communication
- Record contact info and appointment details in Zapier Tables from HubSpot
Record contact info and appointment details in Zapier Tables from HubSpot
- Create personalized documents in Google Docs for new Acuity Scheduling appointments
Create personalized documents in Google Docs for new Acuity Scheduling appointments
- Trigger Wix bookings, create task in Glympse PRO, and find or create contact in Google Contacts
Trigger Wix bookings, create task in Glympse PRO, and find or create contact in Google Contacts
- Create database entries and send confirmation emails with Calendly, Notion, and Zoho Mail
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