1.Catches hook from webhook
Integrate Webhooks by Zapier to catch client check-in signals and trigger the workflow using the received record reference.
Send scheduled client check-in email and update record
Automatically catch client check-in signals from Webhooks by Zapier and look up client records in Airtable. Send scheduled check-in emails after a Delay by Zapier and update records in Airtable and Gmail when outreach is dueβso you can reach contacts, log timestamps, and stop follow-up gaps without manual follow-up.
How this automation sends check-ins on time
When client check-ins are not triggered by events and schedules, outreach can get missed and records stay outdated. This automation catches webhook signals, finds the client record, waits the interval, sends an email, and updates the Airtable recordβso your team can keep momentum.
Webhooks by Zapieror swap with your favorite app
2.Finds record by client ID
Integrate Airtable and database tools to look up the client row using the webhook record reference and mapped fields.
Airtableor swap with your favorite app
3.Waits before sending outreach
Integrate Delay by Zapier and scheduling tools to pause for the configured interval before the check-in email is sent.
Delay by Zapieror swap with your favorite app
4.Sends personalized check-in email
Integrate Gmail and email templates to send the check-in message to the mapped contact with dynamic subject and body.
Gmailor swap with your favorite app
5.Updates record with sent details
Integrate Airtable and record tracking tools to update the client row with outreach sent status and send timestamp.
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