1.Monitors new record creation
Integrate Airtable and database tools to detect new records and to pull client phone, name, and identifiers.
When new client records are added but outreach timing is missed, check-ins come too late and rebooking opportunities slip. This automation delays the workflow and sends a templated message with mapped fieldsβso your team can drive timely rebooking prompts.
Integrate Airtable and database tools to detect new records and to pull client phone, name, and identifiers.
Integrate Delay by Zapier and scheduling tools to pause the workflow for 14 days to schedule two-week outreach.
Integrate Wati and messaging tools to send the check-in template and map client name and tracking metadata.
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.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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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.