1.Monitors invitee created
Integrate Calendly and scheduling tools to catch the new booking and pass appointment fields to downstream steps.
Send booking alerts and confirmations for new appointments
Automatically catch new bookings in Calendly across scheduling and ops tools. Send confirmations and PM alerts when invitees are created, time details are formatted, and PM contacts are foundβso you can confirm appointments and notify ownership without manual follow-up.
How this automation protects your appointment flow
When new appointments get created without fast, accurate messages, customers and PMs can get out of sync. This automation catches invitee creation in Calendly, formats appointment time, looks up PM contacts, and sends SMS confirmations and Slack alertsβso your team can prevent missed handoffs.
Calendlyor swap with your favorite app
2.Formats appointment time
Integrate Formatter by Zapier and time formatting tools to convert the scheduled start into local office time for display.
Formatter by Zapieror swap with your favorite app
3.Finds people row by email
Integrate PostgreSQL and database lookup tools to find the PM contact fields using the invitee email as the key.
PostgreSQLor swap with your favorite app
4.Sends SMS to customer
Integrate Quo and messaging tools to send the appointment time and reschedule and cancel links to the customer phone.
Quoor swap with your favorite app
5.Posts summary in ops channel
Integrate Slack and team communication tools to post appointment details and a reschedule action link for the assigned PM.
Slackor swap with your favorite app
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Speed up guest confirmations with automated booking alerts, message delivery, and calendar updates
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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