1.Capture check-in visit
Integrate The Receptionist and scheduling tools to detect check-in visits and map arrival fields to your workflow payload.
When a visitor checks in for a scheduled appointment, delays can disrupt host attendance and guest flow. This automation captures check-in events, looks up the right host, logs the visit, and notifies hosts by SMS and email—so your team can keep rosters accurate.
Integrate The Receptionist and scheduling tools to detect check-in visits and map arrival fields to your workflow payload.
Integrate Google Sheets and contact lookup workflows to search the worksheet and map host phone and host email.
Integrate Google Sheets and client worksheet tools to add a visit record with visitor name, arrival time, and host reference.
Integrate Twilio and SMS notification tools to message the host phone(s) with visitor and host details from lookup data.
Integrate Microsoft Outlook and email notification tools to send a fallback email to the host with arrival context.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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