1.Catches new booking notification
Integrate Webhooks by Zapier and webhook payloads to receive booking payloads and to parse raw booking fields.
When booking appointments arrive in an unstructured payload, sessions risk being delayed and contacts can be missed. This automation catches booking notifications, filters in person bookings, transforms fields, finds contacts, and creates counselling session recordsβso your team can confirm bookings faster.
Integrate Webhooks by Zapier and webhook payloads to receive booking payloads and to parse raw booking fields.
Integrate Filter by Zapier and conditional logic to continue only for in person bookings and to skip remote entries.
Integrate Code by Zapier and data transformation tools to extract location, format start time, and to map client fields.
Integrate Salesforce and CRM lookup tools to search contacts by composite key and to return the best match.
Integrate Salesforce and record creation to create counselling session records with contact links, date time, and location.
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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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