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Create reservation records and contacts from on-hold bookings

Automatically monitor order updated events across Rezdy and your hospitality stack. Automatically create reservation records across contacts, formatting, email, and scheduling—so you can set up contact info, send confirmations, and log ops details without manual coordination.

How this automation protects your reservations workflow

When order status changes to on-hold, delays can stall guest coordination and create follow-up gaps. This automation filters qualifying orders, creates or updates contacts, formats booking times, sends reminder emails, and logs ops and calendar details—so your team can act fast.

  1. 1.Detects on-hold order updates

    Integrate Rezdy, booking status filters, and order matching tools to catch qualifying on-hold order updates and start processing.

    Rezdyor swap with your favorite app
  2. 2.Creates or updates guest contacts

    Integrate Google Contacts and Quo to find or create a contact, map phone and email, and update shared team visibility.

    Google Contactsor swap with your favorite app
  3. 3.Formats booking date and times

    Integrate Formatter by Zapier and date formatting tools to output short date, full date, arrival time, pickup time, and balance-due offsets.

    Formatter by Zapieror swap with your favorite app
  4. 4.Sends confirmation and ops reminders

    Integrate Gmail and messaging templates to send customer confirmation and internal balance-due or ops reminder emails.

    Gmailor swap with your favorite app
  5. 5.Adds row to ops tracker

    Integrate Google Sheets and reporting tools to add an ops tracker row with order reference, formatted date, guest count, and contact summary.

    Google Sheetsor swap with your favorite app
  6. 6.Creates reservation calendar event

    Integrate Google Calendar and scheduling tools to create a detailed Reservations event with pickup details and the balance-due offset.

    Google Calendaror swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Step 1

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  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

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    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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