1.Watch new booking created
Integrate Optix and booking tools to trigger on new booking created and pull contact and session details to start the workflow.
Send welcome email with instructions to new bookers
Automatically monitor new booking created events across Optix, Filter by Zapier, Gmail, and Zapier Tables. Create and update records when qualified bookings are created—so you can send welcome instructions, log delivery status, and reduce inbound follow-up without manual reporting.
How this automation sends welcome instructions at scale
When new bookings are created but instructions are not sent right away, guests ask follow-up questions and teams lose time. This automation monitors booking events, filters qualifying reservations, sends a Gmail welcome email, and creates a Zapier Tables delivery log—so your team can reduce inbound follow-up.
Optixor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier and rules to continue only for active and non-cancelled bookings, avoiding tentative or cancelled reservations.
Filter by Zapieror swap with your favorite app
3.Sends welcome email in Gmail
Integrate Gmail and email templates to send a standardized welcome email with instructions and placeholders for booking details.
Gmailor swap with your favorite app
4.Creates ops log row
Integrate Zapier Tables and reporting dashboards to record booking reference, timestamp, recipient email, and send status.
Zapier Tablesor swap with your favorite app
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Add new booking form entries to registrations list
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Explore all booking confirmation workflows automations
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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