Can I handle 'reschedule' webhook events to update CRM records and notify staff automatically?
Direct Answer:
When a client reschedules a meeting it triggers a chain reaction of administrative tasks. You need to update the calendar change the note in the CRM and notify the assigned staff member. Doing this manually is prone to error often leading to staff showing up for cancelled slots or missing the new time.
Webhooks by Zapier streamlines this by listening for the "Rescheduled" event from your booking tool. When the webhook arrives Zapier extracts the new time and the reason. It then updates the meeting activity in your CRM and sends a direct message to the staff member via Slack or SMS. This ensures everyone is instantly aware of the change and the record remains accurate.
How this automation works
- Trigger: The Catch Hook trigger receives the reschedule payload from the booking app.
- Action: Zapier finds and updates the existing CRM activity record.
- Result: A notification action alerts the staff member to the schedule change.
Why use this automation?
- Maintain accuracy: You keep your CRM reflecting the actual meeting times.
- Save time: You automate the shuffling of calendar events.
- Avoid confusion: You ensure staff are always in the right place at the right time.