1.Captures booking payload
Integrate Calendly and booking schedulers to capture invitee details and map email, event start, and booking type to centralize booking data.
Send pre-trial welcome series to booked family invitees
Automatically capture new booking invitees across Calendly, Zapier Tables, Formatter by Zapier, Delay by Zapier, and Gmail. Create and update when invitee booked, reschedule logged, or cancellation confirmedβso you can send Day 1 welcome emails, update booking records, and protect timing without manual follow-up.
How this automation schedules your welcome emails
When invitee created events hit, delays can break the three-day timing that customers expect. This automation captures booking details, computes the first send date, and sends the first welcome email and updates send-stateβso your team can deliver Day 1 on time.
Calendlyor swap with your favorite app
2.Creates or finds booking record
Integrate Zapier Tables and data tables to find or create a bookings record and write booking status and send flags to track outreach.
Zapier Tablesor swap with your favorite app
3.Computes first send date
Integrate Formatter by Zapier and data formatting tools to extract first name and compute send date three days before event start to prepare email variables.
Formatter by Zapieror swap with your favorite app
4.Delays until computed send date
Integrate Delay by Zapier and scheduling tools to wait until the computed send date and send immediately when the date is in the past to hit timing.
Delay by Zapieror swap with your favorite app
5.Sends welcome email
Integrate Gmail and email sending tools to send the HTML welcome message to the invitee and trigger record updates to mark Day 1 sent.
Gmailor swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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