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

Question

Hey Zapier community! 👋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 I’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!

Troy Tessalone · Answer

Hi @LifeCraftTry this type of logic…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.ScheduleRun on a daily schedule to search for records that match your criteria, then process each individuallyLooping Zap app to iterateAirtable ViewsViews are segments of data that can have Filter conditionsViews can be used to trigger Zaps or native Airtable Automations

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