1.Detect new booking emails
Integrate Microsoft Outlook and email tools to watch for new booking messages in a configured folder to trigger scheduling.
When booking emails land in the Outlook folder, manual entry can delay session schedules and cause mismatches. This automation finds the right booking record, formats calendar times, and creates or updates calendar events and booking statusesβso your team keeps appointments accurate without retyping details.
Integrate Microsoft Outlook and email tools to watch for new booking messages in a configured folder to trigger scheduling.
Integrate Microsoft SharePoint and record lookup to find a matching booking entry and map fields to booking details.
Integrate Formatter by Zapier and date time tools to convert booking date time into calendar ready start and end fields.
Integrate Microsoft Outlook and calendar tools to search by booking reference and update event dates or create new events.
Integrate Microsoft SharePoint and workflow status tracking to set booking status and save the event ID back to the booking record.
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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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