1.Runs daily at 9:00 AM
Integrate Schedule by Zapier and workflow schedulers to wait for the daily 9:00 AM run to start the automation.
Send 60-day follow-up email to install customers daily
Automatically monitor the daily 9:00 AM schedule across Zapier and Gmail. Create and update when scheduled run starts or reminder window opens or 9:00 AM hits—so you can find eligible customers, send follow-up emails, and log sent status without manual follow-up.
How this automation sends follow-ups at the right time
When the 9:00 AM daily schedule runs, missed 60-day outreach can lead to low satisfaction feedback. This automation waits, finds eligible two-month milestones, and sends follow-up emails—so you can collect feedback without manual follow-up.
Zapierによるスケジューリングor swap with your favorite app
2.Delays for 3 minutes
Integrate Delay by Zapier and workflow timing tools to pause for 3 minutes before record lookup.
Zapierによる遅延or swap with your favorite app
3.Finds two-month milestone records
Integrate Zapier Tables and data lookup tools to find matching two-month milestone records for today.
Zapier Tablesor swap with your favorite app
4.Iterates through matched records
Integrate Looping by Zapier and templating tools to expose loop variables for each contact email.
Zapierによるループor swap with your favorite app
5.Sends follow-up email
Integrate Gmail and email templates to send personalized feedback and photo request emails to each contact.
Gmailor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Stay on top of outreach with automated reminder scheduling, reply tracking, and follow-up alerts
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
ステップ 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 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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アレン・ライ, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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