1.Monitor new appointments
Integrate Acuity Scheduling and scheduling tools to watch for trial signup appointments and trigger downstream enrollment actions.
Add trial class signups to nurture list and notify team
Automatically monitor new appointments across Acuity Scheduling and Zapier. Create and update when trial class signups match filters and coordinators get contextβso you can add attendees to Mailchimp and notify the team without manual list building.
How this automation accelerates trial follow-up
When new appointment events happen, missed timing can delay trial follow-up and reduce engagement. This automation filters trial bookings and posts Slack context and enrolls each attendee in Mailchimpβso your team can follow up promptly.
Acuity Schedulingor swap with your favorite app
2.Filters qualifying trial bookings
Integrate Filter by Zapier and booking validation tools to continue only for trial indicators and exclude internal or test signups.
Filter by Zapieror swap with your favorite app
3.Posts booking context to Slack
Integrate Slack and team communication tools to post attendee name, email, and appointment date and time for quick context.
Slackor swap with your favorite app
4.Splits attendee emails
Integrate Looping by Zapier and email parsing tools to iterate through multi address booking fields and process each email.
Looping by Zapieror swap with your favorite app
5.Enrolls attendee in Mailchimp audience
Integrate Mailchimp and email audience tools to add or update subscribers by email and set subscribed status.
Mailchimpor swap with your favorite app
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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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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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