1.Detect booked-status board changes
Integrate monday.com and workflow automation tools to detect board column changes for booked-status triggers.
Send booking confirmations and create confirmed booking task
Automatically detect booked-status changes across monday.com boards and analytics tools. Send confirmations when customers are marked booked, so you can create confirmed bookings, message customers by SMS, and email internal teams without manual follow-up.
How this automation confirms bookings faster
When a booking status flips to booked but messaging and records lag, teams waste time on manual follow-up and customers wait for details. This automation monitors monday.com changes, calculates totals, creates confirmed booking items, and sends SMS and email confirmationsβso your team can confirm bookings reliably.
monday.comor swap with your favorite app
2.Continue only for booked records
Integrate Filter by Zapier and data validation tools to continue only when records match the booked status value.
Filter by Zapieror swap with your favorite app
3.Calculate total and format booking date
Integrate Formatter by Zapier and formatting tools to calculate the booking total and format the booking date output.
Formatter by Zapieror swap with your favorite app
4.Create confirmed booking board item
Integrate monday.com and record management tools to create a confirmed booking item with phone, date, total, and location.
5.Send SMS confirmation to customer
Integrate ClickSend SMS and messaging templates to send the SMS with formatted date, total, and the booking item ID.
ClickSend SMSor swap with your favorite app
6.Send confirmation email to customer
Integrate Microsoft Outlook and email templating tools to send an email with pricing breakdown, booking date, and record reference.
Microsoft Outlookor 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
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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