1.Detect new viewing booking entry
Integrate Cognito Forms and form data to capture booking details like date, time, duration, agent, and property to centralize booking data.
When new viewing bookings are submitted, delays can break appointment flow and confuse the office. This automation formats event times, creates Google Calendar events, and updates your Zapier Tables job recordsβso your team confirms bookings without chasing details.
Integrate Cognito Forms and form data to capture booking details like date, time, duration, agent, and property to centralize booking data.
Integrate Formatter by Zapier and data transformation tools to combine booking date and time into a start timestamp and end timestamp to prepare event timing.
Integrate Zapier Tables and database lookups to match the property address to a jobs table record to return the job record id.
Integrate Google Calendar and event mapping tools to create a detailed event with summary, description, location, and color based on booking inputs.
Integrate Zapier Tables and workflow status tools to update scheduled fields and set stage or status to Booked with agent or pack values.
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.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.