Purpose
1.2. Integrate various calendar, form, communication, and payment platforms to centralize class management, improve client experience, and reduce administrative overhead.
1.3. Enable seamless data flow between website, scheduling systems, calendars, CRM, and communications to ensure accurate and real-time updates for both practitioners and clients.
Trigger Conditions
2.2. Scheduled time is approaching for a registered workshop (e.g., 24 hours, 1 hour beforehand).
2.3. Capacity is reached or a cancellation occurs for a class.
2.4. Payment status update (payment completed, failed, refunded).
2.5. Manual addition of participant by practice staff.
Platform variants
• Feature/Setting: Form submit trigger via Google Forms API; configure 'on form submit' event.
3.2. Calendly
• Feature/Setting: Webhook on new 'event scheduled'; configure by connecting Calendly Webhooks subscription.
3.3. Eventbrite
• Feature/Setting: New event attendee trigger via Eventbrite API; register webhook for 'order.placed'.
3.4. Acuity Scheduling
• Feature/Setting: Appointment scheduled webhook; use Acuity API 'appointment.scheduled'.
3.5. Zoom
• Feature/Setting: Meeting registration webhook; configure registration_created event for webinars.
3.6. Mailchimp
• Feature/Setting: Add or update list member; use Mailchimp API 'lists.member.addOrUpdate'.
3.7. Stripe
• Feature/Setting: Payment intent succeeded webhook; configure webhook for 'payment_intent.succeeded'.
3.8. PayPal
• Feature/Setting: Webhook on successful transaction; track 'CHECKOUT.ORDER.APPROVED'.
3.9. Google Calendar
• Feature/Setting: Event insert/update via Google Calendar API; configure calendar event creation.
3.10. Microsoft Outlook Calendar
• Feature/Setting: Create event with Graph API; use '/me/events' POST endpoint.
3.11. Zapier
• Feature/Setting: Webhook catch hook trigger; configure registration form to POST to Zapier webhook.
3.12. Salesforce
• Feature/Setting: Create new lead or contact; use REST API '/services/data/vXX.X/sobjects/Contact'.
3.13. HubSpot
• Feature/Setting: Create or update contact; use CRM API endpoint 'crm/v3/objects/contacts'.
3.14. Twilio SMS
• Feature/Setting: Send SMS via programmable messaging API; configure POST to 'Messages' endpoint.
3.15. SendGrid
• Feature/Setting: Send transactional email; use 'Mail Send' endpoint to deliver confirmation.
3.16. Slack
• Feature/Setting: Post channel message notification; configure 'chat.postMessage' API action.
3.17. Google Sheets
• Feature/Setting: Append registration row; use Sheets API 'spreadsheets.values.append'.
3.18. Notion
• Feature/Setting: Create registration database entry; use Notion API 'pages.create' for database.
3.19. Docusign
• Feature/Setting: Send electronic waiver form; use Envelopes:create endpoint for required signatures.
3.20. Typeform
• Feature/Setting: On form completion webhook; configure webhook for new entry received.
3.21. Wix Bookings
• Feature/Setting: Booking created webhook; use Wix Bookings API on new appointment.
3.22. ActiveCampaign
• Feature/Setting: Add contact to automation; use 'contact/sync' endpoint for new registrants.
3.23. Pipedrive
• Feature/Setting: Create new deal/pipeline entry; use Deals API POST endpoint.
3.24. Trello
• Feature/Setting: Create or move card for new registration; use Trello API to POST card to board.
Benefits
4.2. Minimizes registration errors and overbooking with real-time capacity checks.
4.3. Automates reminders and confirmations to increase attendance rates.
4.4. Provides integrated payment processing and tracking.
4.5. Centralizes participant data for follow-up and marketing.
4.6. Enables scalability by automating repetitive workflows.
4.7. Enhances client experience via instant registration and communication.