1.Monitors new appointment
Integrate Acuity Scheduling and booking intake fields to capture submitted name, email, phone, address, and appointment datetime for lead creation.
Create lead, project, and estimate task from booking
Automatically monitor new appointments across Acuity Scheduling and your lead board. Create and update contact, project, and lead records when new appointment booked or intake captured or appointment datetime setβso you can estimate faster, coordinate projects, and keep records current without manual data entry.
How this automation creates complete lead context
When new appointment is created, delays in turning bookings into usable info can slow estimating and coordination. This automation formats intake data, creates contact and project records, and updates your lead boardβso your team can move from booking to action faster.
Acuity Schedulingor swap with your favorite app
2.Normalizes booking fields
Integrate Formatter by Zapier, email parsing tools, and date formatting to standardize names, emails, phones, and schedule fields.
Formatter by Zapieror swap with your favorite app
3.Creates or matches contact
Integrate PaintScout and CRM contact matching tools to create a contact or update it with formatted details and mailing address.
PaintScoutor swap with your favorite app
4.Creates project with details
Integrate CompanyCam and project management tools to create a project with the intake address, primary contact, and any photos or notes.
CompanyCamor swap with your favorite app
5.Finds or updates lead item
Integrate monday.com and spreadsheet style lead boards to update an existing lead item or create a new one with project links and status.
monday.comor swap with your favorite app
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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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