Reservation & Event AutomationPurpose
1.2. Automates reduction of manual data entry, automates prevention of double bookings, automates personalized communication, and automates post-reservation analytics for Mexican torta restaurants.
Trigger Conditions
2.2. Updated reservation (modification or cancellation).
2.3. Repeated customer makes a new reservation.
2.4. Reservation flagged for special event (birthday, group function, VIP guest).
Platform Variants
- Feature/Setting: Reservation Webhooks — configure automation webhook to push all reservation data to external target on creation or update.
3.2. Resy
- Feature/Setting: Partner API — automates POST to CRM endpoints when reservation activity occurs.
3.3. Mindbody
- Feature/Setting: Appointment Created/Updated webhook — configure webhook URL targeting CRM REST API.
3.4. Square Appointments
- Feature/Setting: Automated Notification API — automate POST of booking data to CRM’s API endpoint.
3.5. Google Calendar
- Feature/Setting: Event Added trigger — automate integration via Calendar API push notification with reservation metadata sent to CRM.
3.6. Salesforce
- Feature/Setting: REST API/Upsert — automate use of “upsert” for contacts or custom objects with external system ID mapped from reservation.
3.7. HubSpot
- Feature/Setting: Contact/Create or Deal/Create endpoint — automates webhook to auto-create or update contacts using reservation input.
3.8. Zoho CRM
- Feature/Setting: API endpoint—automate “Leads” or “Contacts” module insertion with reservation detail mapping.
3.9. Microsoft Dynamics 365
- Feature/Setting: CRM Web API — automates PATCH/POST to contact and activity entities using reservation source.
3.10. Pipedrive
- Feature/Setting: Automation API — automate “Person” record creation with mapping from reservation email/name fields.
3.11. Toast POS
- Feature/Setting: 3rd-party API — automate reservation event push to CRM endpoint.
3.12. Mailchimp
- Feature/Setting: Audience Add/Update/Trigger API — automate adding/updating guest contact to lists when reservation made.
3.13. SendGrid
- Feature/Setting: Automated Email/Marketing API — automate triggers for personalized reservation confirmations/marketing.
3.14. Twilio
- Feature/Setting: SMS Webhook — automate text confirmation upon reservation entry into CRM.
3.15. Slack
- Feature/Setting: Incoming Webhooks — automate alerts to team channel on new or VIP reservation in CRM.
3.16. Google Sheets
- Feature/Setting: Sheets API Append — automate logging reservation data for records/backup before CRM syncing.
3.17. Zapier
- Feature/Setting: “Catch Hook” Trigger — automate integration from reservation source to CRM via Zap.
3.18. Monday.com
- Feature/Setting: API Board Item Creation — automate event/reservation board updates for team visibility.
3.19. Calendly
- Feature/Setting: Webhook Subscription — automate push of booking data to CRM’s create/update endpoint.
3.20. Shopify
- Feature/Setting: Customers/Create Event — automate conversion of reservation contacts as potential eCommerce leads.
3.21. AirTable
- Feature/Setting: Base API — automate reservation data entry before sync with CRM platforms.
3.22. Stripe
- Feature/Setting: Events API — automate conversion of paid deposit data into CRM records as part of the reservation process.
Benefits
4.2. Automatedly enriches CRM profiles for targeted marketing and loyalty programs.
4.3. Automator reduces overhead on staff and automates data accuracy.
4.4. Enables automating post-visit follow-up and feedback requests.
4.5. Automatable analytics for forecasting, table occupancy, and guest behavior segmentation.
4.6. Boosts guest satisfaction and automates personalized touchpoints throughout customer journey.