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Send post-appointment photo and review requests to clients

Automatically monitor appointment follow-up windows across Google Calendar and booking data. Send photo and review requests when events start, follow-up windows open, or lead time passesβ€”so you can find matching records, send personalized emails, and mark outreach sent without manual outreach.

How this automation accelerates client review requests

When an appointment follow-up window closes, outreach can fall through and reviews get delayed. This automation monitors event start times, finds matching bookings, sends photo and review emails, and updates outreach statusβ€”so your team captures feedback faster.

  1. 1.Detects event start

    Integrate Google Calendar and scheduling tools to trigger follow-up outreach when an event reaches its lead time.

    Google Calendaror swap with your favorite app
  2. 2.Formats booking follow-up date

    Integrate Formatter by Zapier and date tools to convert trigger timestamps into your booking date format.

    Formatter by Zapieror swap with your favorite app
  3. 3.Finds matching booking records

    Integrate Zapier Tables and database tools to search bookings by transformed date and confirmation statuses.

    Zapier Tablesor swap with your favorite app
  4. 4.Loops matching records

    Integrate Looping by Zapier and iteration tools to process each qualifying record for downstream messaging.

    Looping by Zapieror swap with your favorite app
  5. 5.Sends photo and review email

    Integrate Microsoft Office 365 and email templates to send requests and update the booking record with outreach sent.

    Microsoft Office 365or swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. 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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