1.Monitor new appointment bookings
Integrate Acuity Scheduling to receive new appointment payloads and extract intake fields to build lead context.
Create job lead and contact from new booking
Automatically monitor new appointments across Acuity Scheduling, Formatter by Zapier, PaintScout, Webhooks by Zapier, CompanyCam, and monday.com. Create and update when bookings land, addresses are present, or contacts are missingβso you can create contact records, enrich locations, and add board intake without manual data entry.
How this automation creates booked estimate intake
When a new appointment booking happens, delays can leave estimators without the details they need. This automation formats lead intake and creates contact, geocoded location, project, and monday.com item recordsβso your team can start with ready site context.
Acuity Schedulingor swap with your favorite app
2.Format email phone and datetime
Integrate Formatter by Zapier to split combined email, format phone to E.164, and map appointment time into a normalized datetime.
Formatter by Zapieror swap with your favorite app
3.Create contact from intake
Integrate PaintScout to create or match a contact using name, formatted email, formatted phone, and mapped intake notes.
PaintScoutor swap with your favorite app
4.Geocode address into location fields
Integrate Webhooks by Zapier to send address fields for geocoding and map latitude and longitude into location data.
Webhooks by Zapieror swap with your favorite app
5.Create site project for the lead
Integrate CompanyCam to create a site project using mapped address and contact details to attach site context.
CompanyCamor swap with your favorite app
6.Create booked estimate board item
Integrate monday.com to create a board item with contact, formatted datetime, intake summary, geocoded location, and lead source.
monday.comor swap with your favorite app
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