1.Monitors new appointment bookings
Integrate Acuity Scheduling and scheduling workflows to detect new demo bookings and to include appointment and client details in the payload.
Send scheduled demo notice to partner reps and details
Automatically monitor demo-type appointment bookings across Acuity Scheduling and Microsoft Outlook. Get instant email alerts when demo-type appointments are booked or intake answers are submitted or partner recipients are assignedβso you can confirm bookings, share details, and prepare follow-up without manual scheduling paperwork.
How this automation speeds up partner follow-up
When demo bookings and intake details stay trapped in scheduling systems, partner reps miss key context and follow-up momentum drops. This automation monitors new appointments and filters qualifying demo records, then sends Outlook notice emailsβso your team can reduce missed prep tasks.
Acuity Schedulingor swap with your favorite app
2.Filters qualifying demo appointments
Integrate Filter by Zapier and workflow rules to continue only for appointments that match your configured demo type and owners.
Filter by Zapieror swap with your favorite app
3.Sends demo notice email
Integrate Microsoft Outlook and email delivery tools to send partner emails with appointment time, client fields, and intake answers.
Microsoft Outlookor swap with your favorite app
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Strengthen partner engagement with automated message routing, reply tracking, and follow-up alerts
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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