1.Captures planner assigned bookings
Integrate EventTemple and booking workflows to capture booking stage change data and pass it into the automation flow.
Send welcome packet and schedule follow-ups for bookings
Automatically monitor booking stage changes across EventTemple and send welcome emails. Queue tasting follow-ups and update booking records when planner assignment happensβso you can protect guest communication and avoid manual follow-up scheduling.
How this automation queues tasting follow-ups for guests
When booking stage changes to planner assigned, welcome details can get delayed and follow-ups can be missed. This automation monitors the booking signal and routes it through filters, sends welcome emails, updates booking records, and queues tasting follow-upsβso your team can stay on schedule.
EventTempleor swap with your favorite app
2.Filters when welcome is missing
Integrate Filter by Zapier and conditional logic to continue only when a welcome letter is not already recorded and the venue is allowed.
Filter by Zapieror swap with your favorite app
3.Sends welcome email to clients
Integrate Microsoft Outlook and email templates to send welcome emails, personalize names, and include booking references.
Microsoft Outlookor swap with your favorite app
4.Updates booking to welcome sent
Integrate EventTemple and CRM-style records to set the configured welcome sent stage and store the assigned planner.
5.Calculates tasting follow-up date
Integrate Formatter by Zapier and date rules to calculate the follow-up date from the trigger date by default.
Formatter by Zapieror swap with your favorite app
6.Queues tasting follow-up record
Integrate Zapier Tables and scheduling records to create a follow-up reminder entry with email, reference, and owner.
Zapier Tablesor swap with your favorite app
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Speed up guest confirmations with automated booking alerts, message delivery, and calendar updates
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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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