1.Detects new booking completion
Integrate Square and appointment sources to detect booking completion and trigger lead intake enrichment.
Add completed booking details to lead intake list
Automatically monitor completed appointment bookings across Square. Create and update when booking completed, appointment submitted, or booking confirmedβso you can add enriched lead records, standardize phone details, and populate appointment fields without manual data entry.
How this automation enriches booking leads for intake lists
When booking completed in Square, intake teams can waste time fixing missing fields and re-entering data. This automation parses booking details and cleans contact data, then posts an enriched lead payloadβso your team can onboard leads faster.
Squareor swap with your favorite app
2.Parses booking contact and service
Integrate Formatter by Zapier and data mapping tools to split name, contact, and service fields to normalize lead details.
Formatter by Zapieror swap with your favorite app
3.Normalizes appointment datetime
Integrate Formatter by Zapier and datetime parsing tools to standardize appointment datetime and map it to the lead field.
4.Cleans and standardizes phone
Integrate Code by Zapier and phone validation tools to remove non numeric characters and standardize phone length for the lead.
Code by Zapieror swap with your favorite app
5.Posts lead intake JSON payload
Integrate Webhooks by Zapier and lead intake endpoints to post a JSON payload and create or update the intake list lead.
Webhooks by Zapieror swap with your favorite app
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