1.Detect new form submission
Integrate Zapier Forms and submission workflows to capture booking details for creating inspection and scheduling records.
When new booking form submissions arrive, delays can leave teams without the inspection details they need. This automation formats conduct dates and creates inspection records and contacts, then schedules appointments and sends confirmation emailsβso your team can start faster.
Integrate Zapier Forms and submission workflows to capture booking details for creating inspection and scheduling records.
Integrate Formatter by Zapier and date formatting tools to convert the booking date into a consistent conduct date.
Integrate InventoryBase and property templates to create inspection records with address, conduct date, and internal notes.
Integrate InventoryBase and contact matching to create or attach the right inspection contact by email and role.
Integrate Acuity Scheduling and calendar scheduling tools to create appointments with the client, time, and job context.
Integrate Gmail and email templates to send booking confirmations to the submitter with appointment details.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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