1.Detect new appointment
Integrate Setmore Appointments and scheduling tools to watch for new consult bookings and trigger intake workflows.
Create intake leads from every new consult booking
Automatically monitor new consult bookings across Setmore Appointments, Email by Zapier, MyCase, Code by Zapier, and Webhooks by Zapier. Create and update when consult booking submitted, client details entered, or appointment time confirmedβso you can capture lead records, notify intake coordinators, and deliver webhook payloads without manual data entry.
How this automation accelerates your intake leads
When a new consult booking is created, manual intake delays can cause leads to go cold. This automation sends outbound emails, creates MyCase leads, and posts signed booking payloadsβso your team can onboard every inquiry fast.
Setmore Appointmentsor swap with your favorite app
2.Send outbound intake email
Integrate Email by Zapier and messaging tools to send client and appointment details to your configured intake mailbox.
Email by Zapieror swap with your favorite app
3.Create a MyCase lead
Integrate MyCase and case management tools to create a new lead from appointment details and notes.
MyCaseor swap with your favorite app
4.Generate webhook signature
Integrate Code by Zapier and secure request tools to generate timestamped signature headers for the webhook.
Code by Zapieror swap with your favorite app
5.POST booking payload to endpoint
Integrate Webhooks by Zapier and API delivery tools to post the mapped booking payload with signature headers.
Webhooks by Zapieror swap with your favorite app
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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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