Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

In setting up an automation with Zapier, I want a client who has filled a form to get an email with a Calendly link. and the client information populated on a google sheet. I also want Zapier to check the Calendly and if the client has not booked a schedule, it should automatically send this client an automated follow-up message.

And if this client has already booked a schedule on Calendly, then they should NOT get a follow-up.

I have set up this flow on Zapier with a delay, but here is the issue I am facing. Both the client who has set up a schedule on Calendly and the one who did not both got follow-up messages.



Attached are images of steps i believe i am struggling with

how can i fix this

 

Hi ​@Halima 

There’s a chance the user submits different info via the form vs via Calendly for the meeting.

You need to log both the form submissions and the Calendly meetings in the GSheet for the Zap to check against before filtering.

Assuming the user uses the same email address for both…

Zap 1: Log the form submission in the GSheet, and set a Calendly column value = NO

Zap 2: Log the Calendly submission in the GSheet, by finding a matching row and updating the matching row for the Calendly column value = YES

Zap 3:

  1. Schedule - Daily
    1. Runs daily at a set time
  2. GSheets - Lookup Row
    1. Finds GSheet rows that match the lookup conditions
      1. Calendly column is NO
  3. Filter
    1. Only continue if there is are matching GSheet rows found in step 2
  4. Gmail - Send Email

Thank you for your response ​@Troy Tessalone 
This was very helpful.

I implemented and tested the steps and all the steps ran seamlessly except for the the follow-up email.

With all the steps being the same including (Calendly column is NO), some emails received the follow-ups while some others did not.

I will review it again and revert.

Hi ​@Halima,

I'm glad to hear Troy was able to point you in the right direction! If you’re still running into any issues after reviewing the Zap, please don’t hesitate to reach out—we’d be happy to take a closer look and help further.

Terms & Conditions