1.Catches inbound payment and appointment payload
Integrate Webhooks by Zapier to capture payment and appointment fields for downstream processing and record creation.
Create appointment and payment records from inbound webhooks
Automatically catch incoming payment and appointment payloads across Webhooks by Zapier and Airtable. Create and update appointment and ledger records when payment payloads arrive, appointment references change, or billing type is marked Paid—so you can keep billing in sync, reduce reconciliation work, and notify bookings without manual paperwork.
How this automation protects payment and booking records
When incoming payment and appointment payloads arrive, manual entry can delay billing and fragment booking records. This automation catches payloads, formats consult time, and upserts appointments, then writes ledger and transaction rows and posts booking notifications—so your team can reconcile with one source of truth.
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2.Formats appointment date and local time
Integrate Formatter by Zapier and timezone tools to map appointment start time into a formatted consult date and local time.
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3.Adds a friendly timezone label
Integrate Code by Zapier and labeling utilities to convert timezone plus formatted time into a readable local time label.
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4.Finds patients and upserts appointment
Integrate Airtable, patient lookup tools, and record management to find Patients and Prescribers, then create or update Appointment rows.
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5.Creates conditional transaction and ledger rows
Integrate Airtable and accounting record systems to write Transaction and Ledger records only when billing type is Paid.
6.Posts booking payload to endpoint
Integrate Webhooks by Zapier and external CRM endpoints to send patient, billing, practitioner, and local time details for booking confirmation.
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