1.Detect new appointment
Integrate Acuity Scheduling and scheduling forms to ingest appointment details and trigger interview record creation.
Add interview booking to contact and schedule record
Automatically ingest new appointments across Acuity Scheduling, Formatter by Zapier, and Salesforce. Create and update when appointment booked, intake submitted, or interview scheduled—so you can create submissions, update contacts, and link briefing triggers without manual data entry.
How this automation coordinates interview records
When new appointments get booked, delays can break interview tracking and slow briefing follow-through. This automation ingests appointment details, creates and updates Salesforce submission and contact records—so your team can keep interviews organized.
Acuity Zeitplanungor swap with your favorite app
2.Extract appointment email
Integrate Formatter by Zapier and data mapping tools to extract the first email and map it to contact lookups.
Formatter von Zapieror swap with your favorite app
3.Create submission record
Integrieren Sie Salesforce and CRM forms to create a submission record in appointment and intake fields.
Salesforceor swap with your favorite app
4.Find contact by email
Integrate Salesforce and contact lookup tools to find the matching contact and return the contact id.
5.Update contact interview fields
Integrate Salesforce and CRM updates to set interview status and store appointment datetime and submission id.
6.Link contact to submission
Integrate Salesforce and CRM workflows to link the contact id and set the briefing send flag for the next step.
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Accelerate interview coordination with automated booking updates, candidate reminders, and calendar routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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