Client Relationship & CommunicationPurpose of Scheduling and Calendar Integration with Clients
1.2. Sync architect, design team, and client calendars in real-time, ensuring automated avoidance of double-bookings.
1.3. Enable automated reminders, agenda sharing, and follow-ups, improving client relationship management.
1.4. Support automated time zone conversions, secure video link provisioning, and documentation sharing.
1.5. Centralize all calendar-related communication and automate data capture into CRM and project management systems.
1.6. Automate capturing client confirmations and feedback post-meetings for quality assurance.
Trigger Conditions
2.2. Existing client reschedules or cancels an appointment using any communication channel.
2.3. Design team member updates project milestones that require client meetings, triggering automated scheduling.
2.4. Incoming emails or form submissions mentioning specific project or client codes.
2.5. Scheduled reminders or follow-up tasks reaching automated trigger time.
2.6. API callback/notification from integrated platforms signifying a calendar event change.
Platform Variants
• Feature/Setting: Use "Events.insert" API to automate event creation, automated invite sending, and calendar sync.
• Sample Config: Configure OAuth2 for API; setup triggers for new/changed events to automate communication.
3.2. Microsoft Outlook (Office 365)
• Feature/Setting: Use Microsoft Graph API’s /calendar/events endpoint to automate meeting scheduling and syncing.
• Sample Config: Register Azure AD app, grant Calendars.ReadWrite; map meeting data to automate event creation.
3.3. Calendly
• Feature/Setting: Automate booking workflows via Calendly API (v2) POST /scheduled_events.
• Sample Config: Connect via API key, map user actions in booking page to automate calendar events and reminders.
3.4. Acuity Scheduling
• Feature/Setting: Automate bookings and reminders using Acuity’s API (POST /appointments).
• Sample Config: Use OAuth2, automate appointment creation upon form fill, trigger follow-up comms via API.
3.5. Zoom
• Feature/Setting: Automate creation of meeting links via Zoom API (POST /meetings).
• Sample Config: API Key/Secret, automate link creation on calendar event, distribute to client automatically.
3.6. Webex
• Feature/Setting: Use Meetings API to automate room reservation and virtual link creation.
• Sample Config: OAuth, automate creating virtual meetings and sending invites upon scheduling event.
3.7. Microsoft Teams
• Feature/Setting: Automate meeting scheduling via Graph API’s /onlineMeetings.
• Sample Config: Configure webhook to sync between design team and client for new events.
3.8. GoToMeeting
• Feature/Setting: Automate the scheduling of virtual meetings using REST API /meetings.
• Sample Config: Sync scheduled meetings to client calendar, auto-email links and reminders.
3.9. Salesforce
• Feature/Setting: Automate activity creation in Salesforce via REST API (POST /events).
• Sample Config: Automated sync between Salesforce event records and calendar system.
3.10. HubSpot
• Feature/Setting: Use Meetings API to automate booking and event reminders.
• Sample Config: Trigger workflows to automate pre- and post-meeting actions on booking.
3.11. Zoho CRM
• Feature/Setting: Automate event and follow-up creation through Zoho’s Calendar API.
• Sample Config: Scheduled client events push to CRM and email notification automatedly.
3.12. Slack
• Feature/Setting: Automate reminders and meeting notifications in Slack channels via Events API.
• Sample Config: Bot posts reminders on scheduled triggers for client meetings.
3.13. Trello
• Feature/Setting: Automate creation of calendar cards for key meetings via Trello API.
• Sample Config: Automated mapping of scheduled/project milestone cards to calendar.
3.14. ClickUp
• Feature/Setting: Automate calendar task creation for client events via ClickUp API.
• Sample Config: Scheduled triggers map project/meeting tasks into ClickUp, auto-notify team.
3.15. Notion
• Feature/Setting: Integrate and automate event creation using Notion’s API and database sync.
• Sample Config: Use automation triggers to sync calendar changes to project spaces.
3.16. Typeform
• Feature/Setting: Automate calendar event creation from form submissions using Typeform API webhooks.
• Sample Config: Form with scheduling data triggers meeting automation and reminders.
3.17. Doodle
• Feature/Setting: Automate poll-based scheduling via Doodle API for group meetings.
• Sample Config: Collect client availability, automate event creation post-poll closure.
3.18. Freshdesk
• Feature/Setting: Automate customer appointment creation in Freshdesk via API ticket triggers.
• Sample Config: Service tickets flagged “Appointment” create and sync calendar events automatedly.
3.19. Intercom
• Feature/Setting: Automate chat-triggered scheduling via Intercom platform webhooks and calendar APIs.
• Sample Config: Client books via chat; automate calendar sync and confirmation responses.
3.20. Monday.com
• Feature/Setting: Automate timeline and date column sync to calendar events using Monday’s API.
• Sample Config: Workflow triggers scheduled client project dates to automate external calendar invites.
Benefits
4.2. Automated reminders decrease client no-shows and late attendance.
4.3. Synchronizes architect, designer, and client availability, optimizing team efficiency via automation.
4.4. Automator matches time zones and ensures accurate event timing for global clients.
4.5. Enables automating of documentation links and agenda sharing pre-meeting.
4.6. Integrates CRM and calendar for automated follow-up, feedback requests, and client retention.
4.7. Frees up staff to focus on design innovation through automation of admin and scheduling.
4.8. Provides full meeting history and audit trail, automatedly improving accountability.
4.9. Enables automating re-engagement for project phases or periodic check-ins.
4.10. Secures competitive edge via automating a seamless, client-friendly scheduling experience.