1.Detect new appointment with intake
Integrate Acuity Scheduling and booking form tools to detect a new appointment with intake and start the confirmation flow.
When new appointments arrive without instant confirmation, clients wait and bookings can get out of sync. This automation creates calendar events, updates appointment records, and sends email and SMS confirmations—so your team confirms every visit fast.
Integrate Acuity Scheduling and booking form tools to detect a new appointment with intake and start the confirmation flow.
Integrate Google Calendar, calendar scheduling tools, and attendee management to create a detailed event with mapped start and end times.
Integrate Acuity Scheduling and appointment record tools to update the appointment notes with the created calendar event reference.
Integrate Gmail and message templating tools to send a confirmation email with event details and pre visit instructions.
Integrate Twilio and SMS delivery tools to send a short confirmation text with the date and time when a phone number is present.
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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