Lead Management & SchedulingPurpose
1.2. Eliminate double-booking, reduce admin workload, and allow real-time rescheduling and slot management.
1.3. Synchronize repair technicians’ availability and field team calendars across multiple platforms for up-to-date schedules.
1.4. Enable customers to self-book, receive confirmations, reminders, and reschedule appointments with frictionless digital experience.
Trigger Conditions
2.2. Customer replies to a promotional or outreach SMS/email.
2.3. Referral partner submits a lead via integrated channel (e.g. Google Local Services, Yelp).
2.4. Incoming call triggers IVR or voicebot workflow.
2.5. Field technician manually updates availability or completes a current task.
Platform Variants
3.1. Google Calendar
• API: Calendar API “events.insert”
• Configure: OAuth, Calendar selection, live event creation for bookings
3.2. Microsoft Outlook/Office 365
• API: Microsoft Graph “/calendar/events” endpoint
• Configure: Application permissions, delegate scheduling, sync with Outlook calendars
3.3. Calendly
• Feature: Webhooks (Invitee Created, Invitee Canceled)
• Configure: Webhook URL to trigger automations, API key for event details
3.4. Acuity Scheduling
• API: Appointments Webhooks
• Configure: Trigger on booking; synchronize staff availability
3.5. Setmore
• API: Appointment Created Webhook
• Configure: Connect to workflow for SMS/email notifications
3.6. Square Appointments
• API: Bookings API
• Configure: OAuth, booking events, calendar sync
3.7. Zoho Bookings
• API: Appointment Subscribed Events
• Configure: Push appointment data to CRM/calendar
3.8. Salesforce
• API: Event/Task Object CRUD
• Configure: Insert, update, and sync appointments in records
3.9. HubSpot
• API: Meetings Webhook Subscription
• Configure: Meetings API, add contact notes
3.10. Monday.com
• API: “Create item” in scheduling board
• Configure: Real-time sync with external calendar via automation recipe
3.11. Twilio SMS
• API: Messaging Webhook
• Configure: Trigger bookings from reply; send confirmation SMS
3.12. Google Forms
• Feature: On submit event
• Configure: Trigger automation to insert into scheduling system
3.13. Outlook Bookings
• API: Online Meetings endpoint
• Configure: Sync with Exchange Online calendars
3.14. Shopify (for add-on in appliance sales)
• API: Orders Webhook
• Configure: Trigger scheduling after product sale
3.15. ClickSend
• API: Incoming SMS Webhook
• Configure: Process booking confirmation/reschedules
3.16. Apple Calendar (iCloud)
• API: CalDAV protocol
• Configure: Authenticate and create events on field staff’s iCloud
3.17. Freshdesk
• API: Ticket Update Webhook
• Configure: Sync appointment changes with customer support tickets
3.18. Pipedrive
• API: Activity creation
• Configure: Auto-create and update events for appliance service leads
3.19. Airtable
• API: New record in “Appointments” table
• Configure: Real-time field technician dispatch
3.20. Notion
• API: Database item created/updated
• Configure: Auto-update shared calendar database for repairs
3.21. Facebook Lead Ads
• API: Webhook for New Lead
• Configure: Trigger booking and schedule follow-up
3.22. Zoom
• API: Meeting creation on new appointment
• Configure: Send secure link to customer for virtual diagnostics
Benefits
4.2. Reduces manual admin work and human error in scheduling and updating calendars
4.3. Provides real-time visibility to office, field, and customer teams
4.4. Enables customer self-service, instant confirmations, and rescheduling
4.5. Integrates seamlessly across CRMs, SMS, email, and scheduling tools
4.6. Increases appointment booking rates, lowers response/confirmation time, and improves customer satisfaction