1.Catches new or updated appointment
Integrate MyTime and CRM workflows to catch new or updated appointment details to personalize contact context.
Update contact records from completed and canceled appointments
Automatically monitor appointment events and status changes across MyTime and your CRM. Create and update contact records when appointments are created, updated, or marked completed or canceledβso you can update contacts, apply outcome tags, and store last appointment dates without manual data entry.
How this automation protects your follow-up
When appointment events change status, follow-up timing slips and customer context goes missing. This automation monitors MyTime appointment updates and formats dates and filters paths while updating or creating contacts with outcome tags and last appointment detailsβso your team can follow up faster.
MyTimeor swap with your favorite app
2.Formats the appointment start date
Integrate Formatter by Zapier and mapping rules to format the appointment start date to populate the formatted date field.
Formatter by Zapieror swap with your favorite app
3.Passes completed appointments through
Integrate Filter by Zapier and routing logic to continue only for completed status records to drive the completed path.
Filter by Zapieror swap with your favorite app
4.Adds or updates completed contact
Integrate LeadConnector and CRM fields to add or update contact details to store last completed appointment and tags.
LeadConnectoror swap with your favorite app
5.Passes canceled appointments through
Integrate Filter by Zapier and routing logic to continue only for canceled status records to drive the canceled path.
6.Adds or updates canceled contact
Integrate LeadConnector and CRM fields to add or update contact details to store canceled tags for outreach.
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