1.Monitors new reservation
Integrate Amilia and reservation intake tools to capture reservation payload and linked account details to populate contact fields.
Create contact and notes from new party booking
Automatically capture new reservation details across Amilia and Keap. Create and update contact records when reservation payload arrives, reservation details change, or linked accounts matchβso you can create families, format party times, and attach child intake notes without manual data entry.
How this automation updates your family records
When a new party booking arrives, delays in CRM updates can leave staff working from scattered details. This automation captures reservation data, formats party date and time, waits briefly if needed, and creates or updates Keap contacts and notesβso your team has one canonical record.
Amiliaor swap with your favorite app
2.Formats party date and times
Integrate Formatter by Zapier and date time formatting tools to format party start and end into readable party date and party times.
Formatter by Zapieror swap with your favorite app
3.Waits briefly before CRM write
Integrate Delay by Zapier and propagation buffers to wait 1 to 5 minutes before writing contact changes to Keap.
Delay by Zapieror swap with your favorite app
4.Creates or updates contact and notes
Integrate Keap and CRM notes to find or create contact by email, append intake notes, and add a party booking tag.
Keapor swap with your favorite app
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