1.Monitor new appointment
Integrate Acuity Scheduling and appointment intake tools to detect new booking details and kick off intake capture.
Create client record and onboarding checklist for consult
Automatically detect new appointment bookings across Acuity Scheduling and CRM tools. Create client records, folders, and onboarding checklists and email confirmations when appointments happenβso you can avoid manual setup, speed team handoff, and keep client updates on track without manual setup.
How this automation accelerates your consult onboarding
When a consult booking happens and details land in separate tools, your team loses time to manual setup and missed handoffs. This automation creates intake records, updates contacts and opportunities, builds folder structure, runs onboarding checklists, and sends confirmation emailsβso you can onboard faster.
Acuity Schedulingor swap with your favorite app
2.Creates intake row
Integrate Zapier Tables and CRM mapping fields to create a new intake row and store client and appointment details.
Zapier Tablesor swap with your favorite app
3.Finds or creates contact
Integrate Keap and contact enrichment tools to find a contact by email, update or create it, then tag and create opportunity.
Keapor swap with your favorite app
4.Creates client folders
Integrate Dropbox and file organization tools to create client folders and return folder URLs for the team.
Dropboxor swap with your favorite app
5.Runs and shares checklist
Integrate Process Street and task checklists to start the consult onboarding run, assign an owner, and share it.
Process Streetor swap with your favorite app
6.Sends confirmation email
Integrate Microsoft Outlook and email templates to send a personalized confirmation with checklist and next-step links.
Microsoft Outlookor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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