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Your Workflow Builder
Workflow Step
Tech Tool
Content type
Content Name
Manual/Automated
Task
Referral email comes in
Inbox
Follow up email goes out with link to book
Inbox
Email
Scheduler
Discovery Call Email
Discovery Call Booking
Manual
I want to automate this
Client books in scheduler
TidyCal
Automated
Client receives confirmation email for our appointment
TidyCal
Email
Discovery Call Confirmation Email
Automated
Create email and add to TidyCal
Create “Lead” in project tool
Indy
Project Tool
Project Type: Lead
Manual
Can I automate this with a Zapier trigger?
Send client Discovery Intake form
Indy
Form
Discovery Call Intake Form
Automated
Create intake form ASAP
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