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Question

Looking for workflow help: auto-email trigger seven days after discovery call

  • October 1, 2024
  • 2 replies
  • 27 views
L

Hey Zapier community! šŸ‘‹

I'm trying to set up an automated workflow to send an email if a session hasn't been booked 7 days after a client's Discovery Call. We use Cal.com for scheduling and ThriveCart for payment, but Iā€™m unsure how to pull that information to trigger the follow-up email in Zapier.

Has anyone tackled something like this before? Any advice on how to grab the Discovery Call date and check if a session hasn't been booked would be much appreciated!

Thanks in advance for any ideas!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 1, 2024

Hi @LifeCraftĀ 

Try this type of logicā€¦

Log the Discovery Calls in a table as a record.

Options for lookup tables:

Log the sessions in the same table by finding/updating the existing record.

Add logic to check for your desired record criteria.

  • Schedule
    • Run on a daily schedule to search for records that match your criteria, then process each individually
  • Airtable Views
    • Views are segments of data that can have Filter conditions
    • Views can be used to trigger Zaps or native Airtable Automations
āš” Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • October 8, 2024

Hi thereĀ @LifeCraft!Ā šŸ‘‹

Did Troyā€™s suggestions here help to get things sorted?Ā If you're still stuck or need more help, just let us know - weā€™re happy to assist further!Ā 

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