1.Captures booking entry submission
Integrate Gravity Forms and form routing tools to detect new booking submissions and trigger the workflow for survey outreach.
When new appointment bookings arrive and post-visit surveys are not scheduled, follow-up timing gets inconsistent and coordinators lose visibility. This automation triggers on Gravity Forms submissions, calculates send dates, delays delivery, sends SMS, and creates a Google Sheets log entry for each attemptβso your team can track delivery status without manual logging.
Integrate Gravity Forms and form routing tools to detect new booking submissions and trigger the workflow for survey outreach.
Integrate Formatter by Zapier and date tools to calculate two future send dates and format both as ISO timestamps.
Integrate Delay by Zapier and scheduling tools to wait until the first calculated timestamp is reached.
Integrate SMSAPI and messaging templates to send the post-visit text, capturing send timestamp and any error codes.
Integrate Google Sheets and spreadsheet tools to create a new row with customer details, send timestamp, and error status.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.