1.Monitors event starts 1 day before
Integrate Google Calendar and scheduling tools to watch for events starting next day and trigger the day-before flow.
Send day-before onsite reminder to event contacts and hosts
Automatically monitor events starting 1 day before across Google Calendar and pass event details through Formatter by Zapier, Zoho CRM, and Quo. Get day-before SMS reminders instantly when event starts tomorrow, event description includes a reference, or confirmed stage bookings exist—so you can extract references, confirm contact details, and notify onsite contacts without manual follow-up.
How this automation sends day-before onsite reminders
When events starting 1 day before are missed, onsite teams arrive unprepared and contacts do not get the details they need. This automation extracts event references, checks CRM confirmation and opt-out status, and sends a templated SMS or voice reminder—so your team keeps bookings on track.
Google Calendaror swap with your favorite app
2.Extracts event reference from description
Integrate Formatter by Zapier and text processing tools to extract an event reference from the event description.
Formatter by Zapieror swap with your favorite app
3.Finds CRM contact by event reference
Integrate Zoho CRM and CRM search tools to find the booking record and return contact and event details.
Zoho CRMor swap with your favorite app
4.Qualifies confirmed bookings only
Integrate Filter by Zapier and workflow rules tools to continue only when the contact is not opted out and the stage is confirmed.
Filter by Zapieror swap with your favorite app
5.Sends templated SMS reminder
Integrate Quo and messaging tools to send a templated SMS and use voice fallback with event details.
Quoor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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