1.Monitor new paid lesson appointments
Integrate Acuity Scheduling and scheduling systems to detect paid lessons so you can start the referral reward update.
When paid lesson appointments get recorded and rewards need attention, coordinators can miss payout timing and create extra spreadsheet work. This automation filters qualifying lessons and updates the right referral row with reward and scheduling datesβso your team can process payouts on time.
Integrate Acuity Scheduling and scheduling systems to detect paid lessons so you can start the referral reward update.
Integrate Filter by Zapier and appointment rules to gate canceled and non qualifying lessons so updates only run when eligible.
Integrate Formatter by Zapier and data mapping tools to assemble a single student name so you can look up the referral row.
Integrate Google Sheets and spreadsheet lookup tools to find the referral worksheet row so your workflow targets the right record.
Integrate Formatter by Zapier and date calculation tools to add one month so you can set the next reward date.
Integrate Google Sheets and spreadsheet updates to write last lesson date, next reward date, and reward amount so payouts stay on time.
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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
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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